KG&L Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
2,809
+83
| +3% | +$24.3K | 0.24% | 87 |
|
|
2025
Q1 | $673K | Sell |
2,726
-102
| -4% | -$25.2K | 0.22% | 98 |
|
|
2024
Q4 | $618K | Buy |
2,828
+5
| +0.2% | +$1.09K | 0.2% | 99 |
|
|
2024
Q3 | $621K | Sell |
2,823
-3,934
| -58% | -$865K | 0.2% | 106 |
|
|
2024
Q2 | $1.17M | Buy |
6,757
+4,377
| +184% | +$756K | 0.4% | 58 |
|
|
2024
Q1 | $452K | Sell |
2,380
-87
| -4% | -$16.5K | 0.18% | 120 |
|
|
2023
Q4 | $403K | Sell |
2,467
-108
| -4% | -$17.6K | 0.17% | 116 |
|
|
2023
Q3 | $362K | Sell |
2,575
-158
| -6% | -$22.2K | 0.17% | 103 |
|
|
2023
Q2 | $366K | Sell |
2,733
-174
| -6% | -$23.3K | 0.18% | 100 |
|
|
2023
Q1 | $381K | Sell |
2,907
-58
| -2% | -$7.6K | 0.2% | 89 |
|
|
2022
Q4 | $418K | Sell |
2,965
-7,236
| -71% | -$1.02M | 0.24% | 84 |
|
|
2022
Q3 | $1.21M | Buy |
10,201
+2,867
| +39% | +$341K | 0.68% | 36 |
|
|
2022
Q2 | $1.04M | Sell |
7,334
-310
| -4% | -$43.7K | 0.56% | 46 |
|
|
2022
Q1 | $994K | Buy |
7,644
+241
| +3% | +$31.3K | 0.41% | 62 |
|
|
2021
Q4 | $990K | Sell |
7,403
-665
| -8% | -$88.9K | 0.4% | 65 |
|
|
2021
Q3 | $1.07M | Sell |
8,068
-817
| -9% | -$109K | 0.47% | 59 |
|
|
2021
Q2 | $1.25M | Sell |
8,885
-264
| -3% | -$37K | 0.57% | 50 |
|
|
2021
Q1 | $1.17M | Buy |
9,149
+1,066
| +13% | +$136K | 0.58% | 44 |
|
|
2020
Q4 | $972K | Sell |
8,083
-1,534
| -16% | -$184K | 0.53% | 45 |
|
|
2020
Q3 | $1.12M | Sell |
9,617
-1,357
| -12% | -$158K | 0.7% | 39 |
|
|
2020
Q2 | $1.27M | Buy |
10,974
+256
| +2% | +$29.5K | 0.97% | 33 |
|
|
2020
Q1 | $1.14M | Buy |
10,718
+2,913
| +37% | +$309K | 1.13% | 26 |
|
|
2019
Q4 | $1M | Buy |
7,805
+3,751
| +93% | +$481K | 0.85% | 36 |
|
|
2019
Q3 | $563K | Buy |
4,054
+383
| +10% | +$53.2K | 0.51% | 50 |
|
|
2019
Q2 | $483K | Buy |
3,671
+295
| +9% | +$38.8K | 0.46% | 56 |
|
|
2019
Q1 | $455K | Buy |
3,376
+46
| +1% | +$6.2K | 0.46% | 58 |
|
|
2018
Q4 | $362K | Buy |
+3,330
| New | +$362K | 0.4% | 67 |
|