KMG Fiduciary Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.03M | Buy |
30,633
+460
| +2% | +$136K | 0.67% | 41 |
|
|
2025
Q1 | $7.5M | Sell |
30,173
-1,055
| -3% | -$262K | 0.62% | 44 |
|
|
2024
Q4 | $6.86M | Sell |
31,228
-133
| -0.4% | -$29.2K | 0.57% | 48 |
|
|
2024
Q3 | $6.93M | Buy |
31,361
+133
| +0.4% | +$29.4K | 0.6% | 41 |
|
|
2024
Q2 | $5.4M | Buy |
31,228
+1,211
| +4% | +$209K | 0.53% | 48 |
|
|
2024
Q1 | $5.73M | Buy |
30,017
+10,373
| +53% | +$1.98M | 0.59% | 44 |
|
|
2023
Q4 | $3.21M | Sell |
19,644
-605
| -3% | -$98.9K | 0.37% | 70 |
|
|
2023
Q3 | $2.84M | Sell |
20,249
-565
| -3% | -$79.3K | 0.38% | 72 |
|
|
2023
Q2 | $2.79M | Buy |
20,814
+132
| +0.6% | +$17.7K | 0.36% | 72 |
|
|
2023
Q1 | $2.71M | Buy |
20,682
+1,131
| +6% | +$148K | 0.39% | 71 |
|
|
2022
Q4 | $2.75M | Buy |
19,551
+2,736
| +16% | +$385K | 0.45% | 66 |
|
|
2022
Q3 | $2M | Buy |
16,815
+842
| +5% | +$100K | 0.38% | 71 |
|
|
2022
Q2 | $2.26M | Sell |
15,973
-2,416
| -13% | -$341K | 0.42% | 63 |
|
|
2022
Q1 | $2.39M | Sell |
18,389
-4,899
| -21% | -$637K | 0.38% | 65 |
|
|
2021
Q4 | $3.11M | Buy |
23,288
+3,556
| +18% | +$475K | 0.48% | 57 |
|
|
2021
Q3 | $2.62M | Buy |
19,732
+3,205
| +19% | +$426K | 0.45% | 54 |
|
|
2021
Q2 | $2.32M | Buy |
16,527
+942
| +6% | +$132K | 0.41% | 55 |
|
|
2021
Q1 | $1.99M | Buy |
15,585
+1,863
| +14% | +$237K | 0.39% | 58 |
|
|
2020
Q4 | $1.66M | Buy |
13,722
+301
| +2% | +$36.3K | 0.35% | 64 |
|
|
2020
Q3 | $1.56M | Buy |
13,421
+863
| +7% | +$100K | 0.39% | 58 |
|
|
2020
Q2 | $1.45M | Buy |
12,558
+210
| +2% | +$24.2K | 0.4% | 60 |
|
|
2020
Q1 | $1.31M | Buy |
12,348
+570
| +5% | +$60.5K | 0.43% | 57 |
|
|
2019
Q4 | $1.51M | Buy |
11,778
+1,165
| +11% | +$149K | 0.46% | 44 |
|
|
2019
Q3 | $1.48M | Buy |
10,613
+262
| +3% | +$36.4K | 0.5% | 42 |
|
|
2019
Q2 | $1.37M | Buy |
10,351
+652
| +7% | +$86K | 0.49% | 42 |
|
|
2019
Q1 | $1.31M | Buy |
9,699
+3,462
| +56% | +$467K | 0.5% | 41 |
|
|
2018
Q4 | $678K | Buy |
+6,237
| New | +$678K | 0.31% | 59 |
|