Kinloch Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
17,664
+308
| +2% | +$90.8K | 2.42% | 6 |
|
|
2025
Q1 | $4.32M | Sell |
17,356
-7,939
| -31% | -$1.97M | 2.06% | 10 |
|
|
2024
Q4 | $5.56M | Sell |
25,295
-31
| -0.1% | -$6.82K | 2.79% | 3 |
|
|
2024
Q3 | $5.6M | Sell |
25,326
-893
| -3% | -$197K | 2.71% | 3 |
|
|
2024
Q2 | $4.53M | Sell |
26,219
-400
| -2% | -$69.2K | 2.36% | 6 |
|
|
2024
Q1 | $5.08M | Buy |
26,619
+600
| +2% | +$115K | 2.61% | 5 |
|
|
2023
Q4 | $4.26M | Sell |
26,019
-885
| -3% | -$145K | 2.71% | 4 |
|
|
2023
Q3 | $3.77M | Sell |
26,904
-205
| -0.8% | -$28.8K | 2.36% | 9 |
|
|
2023
Q2 | $3.63M | Sell |
27,109
-157
| -0.6% | -$21K | 2.16% | 11 |
|
|
2023
Q1 | $3.57M | Buy |
27,266
+691
| +3% | +$90.6K | 2.09% | 14 |
|
|
2022
Q4 | $3.74M | Buy |
26,575
+1,089
| +4% | +$153K | 2.18% | 13 |
|
|
2022
Q3 | $3.03M | Buy |
25,486
+800
| +3% | +$95K | 2% | 12 |
|
|
2022
Q2 | $3.49M | Buy |
24,686
+894
| +4% | +$126K | 2.25% | 9 |
|
|
2022
Q1 | $3.09M | Buy |
23,792
+834
| +4% | +$108K | 1.85% | 21 |
|
|
2021
Q4 | $3.07M | Buy |
22,958
+5,316
| +30% | +$711K | 1.9% | 12 |
|
|
2021
Q3 | $2.34M | Buy |
17,642
+2,000
| +13% | +$266K | 1.65% | 32 |
|
|
2021
Q2 | $2.19M | Buy |
15,642
+458
| +3% | +$64.2K | 1.57% | 35 |
|
|
2021
Q1 | $1.93M | Buy |
15,184
+1,126
| +8% | +$143K | 1.49% | 43 |
|
|
2020
Q4 | $1.69M | Buy |
+14,058
| New | +$1.69M | 1.43% | 41 |
|