Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.5M Sell
22,700
-1,006
-4% -$272K 0.52% 47
2025
Q4
$7.02M Sell
23,706
-648
-3% -$194K 0.59% 41
2025
Q3
$6.87M Sell
24,354
-109
-0.4% -$28.5K 0.58% 41
2025
Q2
$7.21M Sell
24,463
-37
-0.2% -$9.53K 0.66% 35
2025
Q1
$6.09M Sell
24,500
-83
-0.3% -$20.3K 0.61% 39
2024
Q4
$5.4M Sell
24,583
-1,145
-4% -$255K 0.51% 49
2024
Q3
$5.69M Sell
25,728
-337
-1% -$66.1K 0.52% 54
2024
Q2
$4.51M Buy
26,065
+2,171
+9% +$377K 0.43% 66
2024
Q1
$4.56M Sell
23,894
-74
-0.3% -$13.5K 0.46% 59
2023
Q4
$3.92M Sell
23,968
-153
-0.6% -$23.1K 0.43% 62
2023
Q3
$3.38M Sell
24,121
-14
-0.1% -$1.99K 0.42% 69
2023
Q2
$3.23M Hold
24,135
0.38% 80
2023
Q1
$3.16M Sell
24,135
-1,297
-5% -$174K 0.41% 79
2022
Q4
$3.58M Sell
25,432
-2,950
-10% -$407K 0.47% 70
2022
Q3
$3.37M Hold
28,382
0.47% 56
2022
Q2
$4.01M Buy
28,382
+601
+2% +$81.1K 0.52% 47
2022
Q1
$3.61M Buy
27,781
+622
+2% +$81.1K 0.4% 60
2021
Q4
$3.63M Sell
27,159
-1,249
-4% -$157K 0.38% 63
2021
Q3
$3.77M Hold
28,408
0.44% 58
2021
Q2
$3.98M Hold
28,408
0.47% 57
2021
Q1
$3.62M Hold
28,408
0.46% 56
2020
Q4
$3.42M Hold
28,408
0.46% 56
2020
Q3
$3.3M Sell
28,408
-915
-3% -$108K 0.5% 53
2020
Q2
$3.39M Hold
29,323
0.54% 49
2020
Q1
$3.11M Buy
29,323
+3,281
+13% +$415K 0.61% 44
2019
Q4
$3.34M Hold
26,042
0.61% 41
2019
Q3
$3.62M Hold
26,042
0.72% 33
2019
Q2
$3.43M Hold
26,042
0.7% 34
2019
Q1
$3.51M Buy
26,042
+13,777
+112% +$1.76M 0.74% 32
2018
Q4
$1.33M Buy
+12,265
New +$1.47M 0.39% 63

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