KB
Kimelman & Baird’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Sell |
103,765
-258
| -0.2% | -$76.1K | 2.49% | 17 |
|
|
2025
Q1 | $25.9M | Buy |
104,023
+437
| +0.4% | +$109K | 2.2% | 19 |
|
|
2024
Q4 | $22.8M | Buy |
103,586
+282
| +0.3% | +$62K | 1.81% | 20 |
|
|
2024
Q3 | $22.8M | Buy |
103,304
+120
| +0.1% | +$26.5K | 1.82% | 22 |
|
|
2024
Q2 | $17.8M | Buy |
+103,184
| New | +$17.8M | 1.47% | 26 |
|
|
2021
Q2 | $12M | Buy |
+81,875
| New | +$12M | 1.07% | 34 |
|
|
2017
Q4 | – | Sell |
-1,580
| Closed | -$229K | – | 120 |
|
|
2017
Q3 | $229K | Hold |
1,580
| – | – | 0.03% | 108 |
|
|
2017
Q2 | $243K | Sell |
1,580
-196
| -11% | -$30.1K | 0.04% | 108 |
|
|
2017
Q1 | $309K | Buy |
+1,776
| New | +$309K | 0.05% | 97 |
|
|
2014
Q4 | – | Sell |
-1,130
| Closed | -$215K | – | 119 |
|
|
2014
Q3 | $215K | Buy |
+1,130
| New | +$215K | 0.04% | 104 |
|
|
2014
Q2 | – | Sell |
-1,060
| Closed | -$204K | – | 115 |
|
|
2014
Q1 | $204K | Sell |
1,060
-15
| -1% | -$2.89K | 0.04% | 104 |
|
|
2013
Q4 | $202K | Sell |
1,075
-1,129
| -51% | -$212K | 0.04% | 98 |
|
|
2013
Q3 | $409K | Buy |
2,204
+770
| +54% | +$143K | 0.08% | 82 |
|
|
2013
Q2 | $274K | Buy |
+1,434
| New | +$274K | 0.06% | 89 |
|