Klingman & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
5,046
+364
| +8% | +$107K | 0.08% | 94 |
|
|
2025
Q1 | $1.16M | Buy |
4,682
+142
| +3% | +$35.3K | 0.07% | 96 |
|
|
2024
Q4 | $998K | Sell |
4,540
-12
| -0.3% | -$2.64K | 0.06% | 103 |
|
|
2024
Q3 | $1.01M | Buy |
4,552
+1,054
| +30% | +$233K | 0.06% | 110 |
|
|
2024
Q2 | $605K | Sell |
3,498
-104
| -3% | -$18K | 0.04% | 124 |
|
|
2024
Q1 | $688K | Buy |
3,602
+224
| +7% | +$42.8K | 0.05% | 116 |
|
|
2023
Q4 | $552K | Buy |
3,378
+49
| +1% | +$8.01K | 0.04% | 124 |
|
|
2023
Q3 | $467K | Sell |
3,329
-30
| -0.9% | -$4.21K | 0.04% | 135 |
|
|
2023
Q2 | $449K | Buy |
3,359
+50
| +2% | +$6.69K | 0.04% | 136 |
|
|
2023
Q1 | $434K | Buy |
3,309
+65
| +2% | +$8.52K | 0.04% | 128 |
|
|
2022
Q4 | $457K | Sell |
3,244
-47
| -1% | -$6.62K | 0.04% | 122 |
|
|
2022
Q3 | $391K | Buy |
3,291
+31
| +1% | +$3.68K | 0.04% | 125 |
|
|
2022
Q2 | $460K | Buy |
3,260
+84
| +3% | +$11.9K | 0.04% | 114 |
|
|
2022
Q1 | $413K | Buy |
3,176
+18
| +0.6% | +$2.34K | 0.04% | 136 |
|
|
2021
Q4 | $422K | Buy |
3,158
+750
| +31% | +$100K | 0.04% | 119 |
|
|
2021
Q3 | $320K | Sell |
2,408
-18
| -0.7% | -$2.39K | 0.03% | 129 |
|
|
2021
Q2 | $340K | Sell |
2,426
-476
| -16% | -$66.7K | 0.03% | 124 |
|
|
2021
Q1 | $370K | Buy |
2,902
+552
| +23% | +$70.4K | 0.04% | 114 |
|
|
2020
Q4 | $283K | Buy |
2,350
+27
| +1% | +$3.25K | 0.03% | 129 |
|
|
2020
Q3 | $270K | Buy |
+2,323
| New | +$270K | 0.04% | 117 |
|
|
2020
Q2 | – | Sell |
-1,910
| Closed | -$203K | – | 129 |
|
|
2020
Q1 | $203K | Buy |
+1,910
| New | +$203K | 0.04% | 118 |
|
|
2016
Q4 | – | Sell |
-975
| Closed | -$148K | – | 196 |
|
|
2016
Q3 | $148K | Buy |
975
+138
| +16% | +$20.9K | 0.04% | 109 |
|
|
2016
Q2 | $121K | Hold |
837
| – | – | 0.04% | 121 |
|
|
2016
Q1 | $121K | Hold |
837
| – | – | 0.04% | 120 |
|
|
2015
Q4 | $110K | Sell |
837
-203
| -20% | -$26.7K | 0.04% | 149 |
|
|
2015
Q3 | $144K | Hold |
1,040
| – | – | 0.06% | 131 |
|
|
2015
Q2 | $162K | Sell |
1,040
-9
| -0.9% | -$1.4K | 0.06% | 96 |
|
|
2015
Q1 | $161K | Sell |
1,049
-200
| -16% | -$30.7K | 0.07% | 91 |
|
|
2014
Q4 | $191K | Buy |
+1,249
| New | +$191K | 0.08% | 86 |
|