Legacy Private Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,295
-130
| -3% | -$38.3K | 0.08% | 141 |
|
|
2025
Q1 | $1.1M | Buy |
4,425
+1,355
| +44% | +$337K | 0.08% | 152 |
|
|
2024
Q4 | $675K | Buy |
3,070
+75
| +3% | +$16.5K | 0.04% | 163 |
|
|
2024
Q3 | $662K | Sell |
2,995
-1
| -0% | -$221 | 0.04% | 171 |
|
|
2024
Q2 | $518K | Sell |
2,996
-68
| -2% | -$11.8K | 0.04% | 175 |
|
|
2024
Q1 | $585K | Sell |
3,064
-66
| -2% | -$12.6K | 0.04% | 167 |
|
|
2023
Q4 | $512K | Hold |
3,130
| – | – | 0.04% | 170 |
|
|
2023
Q3 | $439K | Sell |
3,130
-137
| -4% | -$19.2K | 0.04% | 188 |
|
|
2023
Q2 | $437K | Buy |
3,267
+137
| +4% | +$18.3K | 0.04% | 183 |
|
|
2023
Q1 | $410K | Sell |
3,130
-375
| -11% | -$49.2K | 0.04% | 185 |
|
|
2022
Q4 | $494K | Sell |
3,505
-218
| -6% | -$30.7K | 0.04% | 174 |
|
|
2022
Q3 | $442K | Hold |
3,723
| – | – | 0.04% | 175 |
|
|
2022
Q2 | $526K | Sell |
3,723
-135
| -3% | -$19.1K | 0.05% | 166 |
|
|
2022
Q1 | $501K | Sell |
3,858
-1,346
| -26% | -$175K | 0.04% | 189 |
|
|
2021
Q4 | $695K | Sell |
5,204
-5,455
| -51% | -$729K | 0.05% | 171 |
|
|
2021
Q3 | $1.42M | Sell |
10,659
-4,342
| -29% | -$576K | 0.11% | 126 |
|
|
2021
Q2 | $2.1M | Sell |
15,001
-442
| -3% | -$61.9K | 0.18% | 103 |
|
|
2021
Q1 | $1.97M | Buy |
15,443
+297
| +2% | +$37.8K | 0.18% | 104 |
|
|
2020
Q4 | $1.82M | Sell |
15,146
-775
| -5% | -$93.3K | 0.17% | 101 |
|
|
2020
Q3 | $1.85M | Sell |
15,921
-5,000
| -24% | -$581K | 0.19% | 96 |
|
|
2020
Q2 | $2.42M | Buy |
20,921
+1,111
| +6% | +$128K | 0.27% | 89 |
|
|
2020
Q1 | $2.1M | Buy |
19,810
+2,797
| +16% | +$297K | 0.27% | 84 |
|
|
2019
Q4 | $2.18M | Buy |
17,013
+238
| +1% | +$30.5K | 0.23% | 95 |
|
|
2019
Q3 | $2.33M | Buy |
16,775
+1,561
| +10% | +$217K | 0.26% | 89 |
|
|
2019
Q2 | $2.01M | Buy |
15,214
+129
| +0.9% | +$17K | 0.23% | 91 |
|
|
2019
Q1 | $2.04M | Buy |
15,085
+5,872
| +64% | +$792K | 0.24% | 95 |
|
|
2018
Q4 | $1M | Buy |
9,213
+5,270
| +134% | +$573K | 0.13% | 129 |
|
|
2018
Q3 | $570K | Buy |
3,943
+249
| +7% | +$36K | 0.06% | 162 |
|
|
2018
Q2 | $494K | Sell |
3,694
-523
| -12% | -$69.9K | 0.06% | 172 |
|
|
2018
Q1 | $619K | Sell |
4,217
-798
| -16% | -$117K | 0.07% | 167 |
|
|
2017
Q4 | $736K | Sell |
5,015
-667
| -12% | -$97.9K | 0.09% | 152 |
|
|
2017
Q3 | $789K | Sell |
5,682
-104
| -2% | -$14.4K | 0.1% | 151 |
|
|
2017
Q2 | $851K | Sell |
5,786
-557
| -9% | -$81.9K | 0.11% | 143 |
|
|
2017
Q1 | $1.06M | Buy |
6,343
+159
| +3% | +$26.5K | 0.14% | 134 |
|
|
2016
Q4 | $981K | Sell |
6,184
-716
| -10% | -$114K | 0.13% | 140 |
|
|
2016
Q3 | $1.05M | Sell |
6,900
-68
| -1% | -$10.3K | 0.14% | 132 |
|
|
2016
Q2 | $1.01M | Sell |
6,968
-2,511
| -26% | -$364K | 0.15% | 127 |
|
|
2016
Q1 | $1.37M | Sell |
9,479
-837
| -8% | -$121K | 0.21% | 111 |
|
|
2015
Q4 | $1.36M | Sell |
10,316
-1,438
| -12% | -$189K | 0.21% | 113 |
|
|
2015
Q3 | $1.63M | Sell |
11,754
-345
| -3% | -$47.8K | 0.26% | 97 |
|
|
2015
Q2 | $1.88M | Sell |
12,099
-418
| -3% | -$65K | 0.28% | 95 |
|
|
2015
Q1 | $1.92M | Sell |
12,517
-106
| -0.8% | -$16.3K | 0.28% | 96 |
|
|
2014
Q4 | $1.94M | Sell |
12,623
-4,121
| -25% | -$632K | 0.28% | 89 |
|
|
2014
Q3 | $3.04M | Sell |
16,744
-3,615
| -18% | -$656K | 0.46% | 60 |
|
|
2014
Q2 | $3.53M | Buy |
20,359
+245
| +1% | +$42.5K | 0.55% | 49 |
|
|
2014
Q1 | $3.7M | Sell |
20,114
-1,065
| -5% | -$196K | 0.65% | 42 |
|
|
2013
Q4 | $3.8M | Sell |
21,179
-518
| -2% | -$92.9K | 0.69% | 37 |
|
|
2013
Q3 | $3.84M | Buy |
21,697
+1,511
| +7% | +$268K | 0.81% | 32 |
|
|
2013
Q2 | $3.69M | Buy |
+20,186
| New | +$3.69M | 0.87% | 32 |
|