KNW
Kesler Norman & Wride’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
6,136
+26
| +0.4% | +$7.67K | 0.32% | 71 |
|
|
2025
Q1 | $1.52M | Buy |
6,110
+825
| +16% | +$205K | 0.29% | 83 |
|
|
2024
Q4 | $1.16M | Sell |
5,285
-993
| -16% | -$218K | 0.25% | 90 |
|
|
2024
Q3 | $1.39M | Buy |
6,278
+3,908
| +165% | +$864K | 0.27% | 85 |
|
|
2024
Q2 | $410K | Sell |
2,370
-62
| -3% | -$10.7K | 0.09% | 145 |
|
|
2024
Q1 | $464K | Sell |
2,432
-35
| -1% | -$6.68K | 0.1% | 130 |
|
|
2023
Q4 | $403K | Sell |
2,467
-352
| -12% | -$57.6K | 0.09% | 133 |
|
|
2023
Q3 | $396K | Sell |
2,819
-1,711
| -38% | -$240K | 0.1% | 138 |
|
|
2023
Q2 | $606K | Sell |
4,530
-41
| -0.9% | -$5.49K | 0.15% | 126 |
|
|
2023
Q1 | $599K | Sell |
4,571
-112
| -2% | -$14.7K | 0.15% | 124 |
|
|
2022
Q4 | $660K | Sell |
4,683
-300
| -6% | -$42.3K | 0.17% | 119 |
|
|
2022
Q3 | $592K | Sell |
4,983
-352
| -7% | -$41.8K | 0.17% | 130 |
|
|
2022
Q2 | $753K | Sell |
5,335
-82
| -2% | -$11.6K | 0.21% | 112 |
|
|
2022
Q1 | $704K | Buy |
5,417
+29
| +0.5% | +$3.77K | 0.16% | 114 |
|
|
2021
Q4 | $720K | Sell |
5,388
-62
| -1% | -$8.29K | 0.15% | 118 |
|
|
2021
Q3 | $757K | Sell |
5,450
-72
| -1% | -$10K | 0.18% | 122 |
|
|
2021
Q2 | $778K | Sell |
5,522
-308
| -5% | -$43.4K | 0.18% | 123 |
|
|
2021
Q1 | $777K | Sell |
5,830
-14,753
| -72% | -$1.97M | 0.19% | 120 |
|
|
2020
Q4 | $2.59M | Buy |
+20,583
| New | +$2.59M | 0.72% | 59 |
|