Kessler Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
8,678
+271
| +3% | +$79.9K | 1.05% | 26 |
|
|
2025
Q1 | $2.09M | Sell |
8,407
-194
| -2% | -$48.2K | 1.02% | 27 |
|
|
2024
Q4 | $1.89M | Sell |
8,601
-486
| -5% | -$107K | 0.9% | 26 |
|
|
2024
Q3 | $2.01M | Sell |
9,087
-120
| -1% | -$26.5K | 1.03% | 24 |
|
|
2024
Q2 | $1.59M | Sell |
9,207
-1,505
| -14% | -$260K | 0.86% | 29 |
|
|
2024
Q1 | $2.05M | Buy |
10,712
+2,548
| +31% | +$487K | 1.27% | 24 |
|
|
2023
Q4 | $1.34M | Buy |
8,164
+413
| +5% | +$67.5K | 0.82% | 27 |
|
|
2023
Q3 | $1.09M | Buy |
7,751
+396
| +5% | +$55.6K | 0.91% | 28 |
|
|
2023
Q2 | $984K | Sell |
7,355
-741
| -9% | -$99.2K | 0.69% | 28 |
|
|
2023
Q1 | $1.06M | Buy |
+8,096
| New | +$1.06M | 0.72% | 34 |
|
|
2020
Q4 | – | Sell |
-949
| Closed | -$110K | – | 116 |
|
|
2020
Q3 | $110K | Sell |
949
-16
| -2% | -$1.86K | 0.12% | 41 |
|
|
2020
Q2 | $111K | Buy |
965
+268
| +38% | +$30.8K | 0.14% | 42 |
|
|
2020
Q1 | $74K | Buy |
+697
| New | +$74K | 0.1% | 45 |
|
|
2013
Q4 | – | Sell |
-42
| Closed | -$7K | – | 147 |
|
|
2013
Q3 | $7K | Buy |
+42
| New | +$7K | 0.02% | 124 |
|