Kovitz Investment Group 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 | $30.1M | Buy |
102,195
+4,355
| +4% | +$1.28M | 0.13% | 142 |
|
|
2025
Q1 | $24.3M | Buy |
97,840
+910
| +0.9% | +$226K | 0.12% | 148 |
|
|
2024
Q4 | $21.3M | Sell |
96,930
-4,726
| -5% | -$1.04M | 0.1% | 167 |
|
|
2024
Q3 | $18.7M | Buy |
101,656
+37,654
| +59% | +$6.94M | 0.13% | 140 |
|
|
2024
Q2 | $11.1M | Buy |
64,002
+14,884
| +30% | +$2.57M | 0.09% | 166 |
|
|
2024
Q1 | $9.38M | Buy |
49,118
+4,378
| +10% | +$836K | 0.12% | 124 |
|
|
2023
Q4 | $7.32M | Sell |
44,740
-438
| -1% | -$71.6K | 0.12% | 100 |
|
|
2023
Q3 | $6.34M | Sell |
45,178
-359
| -0.8% | -$50.4K | 0.11% | 103 |
|
|
2023
Q2 | $6.09M | Sell |
45,537
-1,036
| -2% | -$139K | 0.09% | 116 |
|
|
2023
Q1 | $6.11M | Sell |
46,573
-131
| -0.3% | -$17.2K | 0.11% | 120 |
|
|
2022
Q4 | $6.58M | Sell |
46,704
-2,650
| -5% | -$373K | 0.13% | 110 |
|
|
2022
Q3 | $5.86M | Sell |
49,354
-401
| -0.8% | -$47.6K | 0.14% | 107 |
|
|
2022
Q2 | $7.03M | Sell |
49,755
-588
| -1% | -$83K | 0.16% | 102 |
|
|
2022
Q1 | $6.55M | Sell |
50,343
-1,315
| -3% | -$171K | 0.12% | 125 |
|
|
2021
Q4 | $6.5M | Sell |
51,658
-948
| -2% | -$119K | 0.15% | 99 |
|
|
2021
Q3 | $6.99M | Sell |
52,606
-1,317
| -2% | -$175K | 0.14% | 104 |
|
|
2021
Q2 | $7.56M | Sell |
53,923
-742
| -1% | -$104K | 0.15% | 103 |
|
|
2021
Q1 | $6.96M | Sell |
54,665
-14,639
| -21% | -$1.86M | 0.16% | 94 |
|
|
2020
Q4 | $8.34M | Buy |
69,304
+14,266
| +26% | +$1.72M | 0.2% | 74 |
|
|
2020
Q3 | $6.4M | Sell |
55,038
-1,035
| -2% | -$120K | 0.18% | 88 |
|
|
2020
Q2 | $6.47M | Sell |
56,073
-363
| -0.6% | -$41.9K | 0.2% | 82 |
|
|
2020
Q1 | $5.99M | Sell |
56,436
-753
| -1% | -$79.9K | 0.22% | 77 |
|
|
2019
Q4 | $7.33M | Sell |
57,189
-2,903
| -5% | -$372K | 0.21% | 77 |
|
|
2019
Q3 | $8.35M | Sell |
60,092
-988
| -2% | -$137K | 0.27% | 67 |
|
|
2019
Q2 | $8.05M | Sell |
61,080
-6,788
| -10% | -$895K | 0.25% | 65 |
|
|
2019
Q1 | $9.16M | Buy |
67,868
+2,395
| +4% | +$323K | 0.29% | 52 |
|
|
2018
Q4 | $7.12M | Buy |
65,473
+49,665
| +314% | +$5.4M | 0.28% | 59 |
|
|
2018
Q3 | $2.29M | Sell |
15,808
-908
| -5% | -$131K | 0.1% | 55 |
|
|
2018
Q2 | $2.23M | Buy |
16,716
+536
| +3% | +$71.6K | 0.1% | 58 |
|
|
2018
Q1 | $2.37M | Buy |
16,180
+4,136
| +34% | +$607K | 0.11% | 53 |
|
|
2017
Q4 | $1.77K | Sell |
12,044
-157
| -1% | -$23 | 0.08% | 69 |
|
|
2017
Q3 | $1.69M | Sell |
12,201
-800
| -6% | -$111K | 0.08% | 66 |
|
|
2017
Q2 | $1.91M | Sell |
13,001
-376
| -3% | -$55.3K | 0.1% | 60 |
|
|
2017
Q1 | $2.23M | Sell |
13,377
-486
| -4% | -$80.9K | 0.12% | 59 |
|
|
2016
Q4 | $2.2M | Buy |
13,863
+2,088
| +18% | +$331K | 0.13% | 53 |
|
|
2016
Q3 | $1.79M | Sell |
11,775
-301
| -2% | -$45.7K | 0.11% | 69 |
|
|
2016
Q2 | $1.75M | Buy |
12,076
+92
| +0.8% | +$13.3K | 0.12% | 69 |
|
|
2016
Q1 | $1.74M | Buy |
+11,984
| New | +$1.74M | 0.1% | 71 |
|