KLCM Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
6,228
-275
| -4% | -$81.1K | 0.2% | 63 |
|
|
2025
Q1 | $1.62M | Sell |
6,503
-116
| -2% | -$28.8K | 0.19% | 63 |
|
|
2024
Q4 | $1.46M | Buy |
6,619
+859
| +15% | +$189K | 0.17% | 63 |
|
|
2024
Q3 | $1.27M | Buy |
5,760
+535
| +10% | +$118K | 0.15% | 69 |
|
|
2024
Q2 | $904K | Sell |
5,225
-167
| -3% | -$28.9K | 0.11% | 77 |
|
|
2024
Q1 | $1.03M | Sell |
5,392
-1,174
| -18% | -$224K | 0.13% | 72 |
|
|
2023
Q4 | $1.07M | Sell |
6,566
-95,868
| -94% | -$15.7M | 0.17% | 65 |
|
|
2023
Q3 | $14.4M | Sell |
102,434
-848
| -0.8% | -$119K | 2.7% | 13 |
|
|
2023
Q2 | $13.8M | Sell |
103,282
-1,707
| -2% | -$228K | 2.7% | 14 |
|
|
2023
Q1 | $13.8M | Buy |
104,989
+2,063
| +2% | +$270K | 2.73% | 13 |
|
|
2022
Q4 | $14.5M | Sell |
102,926
-1,032
| -1% | -$145K | 2.95% | 11 |
|
|
2022
Q3 | $12.4M | Buy |
103,958
+1,906
| +2% | +$226K | 2.9% | 11 |
|
|
2022
Q2 | $14.4M | Buy |
102,052
+1,428
| +1% | +$202K | 3.21% | 11 |
|
|
2022
Q1 | $13.1M | Buy |
100,624
+7,399
| +8% | +$962K | 2.77% | 12 |
|
|
2021
Q4 | $12.5M | Sell |
93,225
-1,568
| -2% | -$210K | 2.71% | 14 |
|
|
2021
Q3 | $12.6M | Sell |
94,793
-241
| -0.3% | -$32K | 2.7% | 15 |
|
|
2021
Q2 | $13.3M | Sell |
95,034
-2,363
| -2% | -$331K | 2.95% | 16 |
|
|
2021
Q1 | $12.4M | Buy |
97,397
+7,989
| +9% | +$1.02M | 2.81% | 17 |
|
|
2020
Q4 | $10.8M | Sell |
89,408
-620
| -0.7% | -$74.6K | 2.67% | 16 |
|
|
2020
Q3 | $10.5M | Sell |
90,028
-45,906
| -34% | -$5.34M | 3.05% | 16 |
|
|
2020
Q2 | $15.7M | Sell |
135,934
-8,862
| -6% | -$1.02M | 4.46% | 6 |
|
|
2020
Q1 | $15.4M | Buy |
144,796
+3,310
| +2% | +$351K | 4.86% | 6 |
|
|
2019
Q4 | $18.1M | Buy |
141,486
+7,469
| +6% | +$957K | 4.02% | 7 |
|
|
2019
Q3 | $18.6M | Buy |
134,017
+907
| +0.7% | +$126K | 4.75% | 5 |
|
|
2019
Q2 | $17.5M | Sell |
133,110
-1,336
| -1% | -$176K | 4.32% | 7 |
|
|
2019
Q1 | $18.1M | Buy |
134,446
+4,901
| +4% | +$661K | 4.46% | 5 |
|
|
2018
Q4 | $14.1M | Buy |
129,545
+3,544
| +3% | +$385K | 4.12% | 9 |
|
|
2018
Q3 | $18.2M | Buy |
126,001
+214
| +0.2% | +$30.9K | 4.48% | 7 |
|
|
2018
Q2 | $16.8M | Buy |
125,787
+994
| +0.8% | +$133K | 4.43% | 7 |
|
|
2018
Q1 | $18.3M | Buy |
124,793
+47,639
| +62% | +$6.99M | 4.96% | 5 |
|
|
2017
Q4 | $11.3M | Buy |
77,154
+2,379
| +3% | +$349K | 2.78% | 15 |
|
|
2017
Q3 | $10.4M | Buy |
74,775
+14
| +0% | +$1.94K | 2.71% | 17 |
|
|
2017
Q2 | $11M | Buy |
74,761
+5,735
| +8% | +$843K | 3% | 15 |
|
|
2017
Q1 | $11.5M | Sell |
69,026
-1,453
| -2% | -$242K | 3.24% | 14 |
|
|
2016
Q4 | $11.2M | Sell |
70,479
-2,066
| -3% | -$328K | 3.29% | 14 |
|
|
2016
Q3 | $11M | Sell |
72,545
-2,177
| -3% | -$331K | 3.51% | 14 |
|
|
2016
Q2 | $10.8M | Buy |
74,722
+4,066
| +6% | +$590K | 3.75% | 11 |
|
|
2016
Q1 | $10.2M | Buy |
70,656
+66,232
| +1,497% | +$9.59M | 3.55% | 13 |
|
|
2015
Q4 | $582K | Sell |
4,424
-563
| -11% | -$74.1K | 0.21% | 38 |
|
|
2015
Q3 | $691K | Sell |
4,987
-545
| -10% | -$75.5K | 0.24% | 33 |
|
|
2015
Q2 | $860K | Buy |
5,532
+1,118
| +25% | +$174K | 0.22% | 31 |
|
|
2015
Q1 | $677K | Sell |
4,414
-13
| -0.3% | -$1.99K | 0.19% | 32 |
|
|
2014
Q4 | $679K | Buy |
4,427
+138
| +3% | +$21.2K | 0.18% | 37 |
|
|
2014
Q3 | $778K | Hold |
4,289
| – | – | 0.21% | 31 |
|
|
2014
Q2 | $743K | Hold |
4,289
| – | – | 0.17% | 37 |
|
|
2014
Q1 | $789K | Sell |
4,289
-544
| -11% | -$100K | 0.21% | 33 |
|
|
2013
Q4 | $867K | Hold |
4,833
| – | – | 0.24% | 32 |
|
|
2013
Q3 | $856K | Buy |
4,833
+280
| +6% | +$49.6K | 0.24% | 32 |
|
|
2013
Q2 | $832K | Buy |
+4,553
| New | +$832K | 0.26% | 31 |
|