Liberty Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
1,224
| – | – | 0.07% | 130 |
|
|
2025
Q1 | $304K | Hold |
1,224
| – | – | 0.07% | 134 |
|
|
2024
Q4 | $269K | Hold |
1,224
| – | – | 0.06% | 135 |
|
|
2024
Q3 | $271K | Hold |
1,224
| – | – | 0.06% | 136 |
|
|
2024
Q2 | $212K | Hold |
1,224
| – | – | 0.05% | 150 |
|
|
2024
Q1 | $234K | Sell |
1,224
-163
| -12% | -$31.1K | 0.06% | 144 |
|
|
2023
Q4 | $227K | Buy |
+1,387
| New | +$227K | 0.06% | 143 |
|
|
2022
Q3 | – | Sell |
-1,522
| Closed | -$215K | – | 132 |
|
|
2022
Q2 | $215K | Sell |
1,522
-100
| -6% | -$14.1K | 0.08% | 123 |
|
|
2022
Q1 | $211K | Hold |
1,622
| – | – | 0.06% | 135 |
|
|
2021
Q4 | $217K | Sell |
1,622
-75
| -4% | -$10K | 0.06% | 130 |
|
|
2021
Q3 | $225K | Sell |
1,697
-1,046
| -38% | -$139K | 0.07% | 121 |
|
|
2021
Q2 | $384K | Hold |
2,743
| – | – | 0.12% | 105 |
|
|
2021
Q1 | $349K | Sell |
2,743
-173
| -6% | -$22K | 0.12% | 101 |
|
|
2020
Q4 | $351K | Buy |
+2,916
| New | +$351K | 0.13% | 104 |
|
|
2020
Q2 | $329K | Sell |
2,850
-105
| -4% | -$12.1K | 0.14% | 99 |
|
|
2020
Q1 | $313K | Hold |
2,955
| – | – | 0.16% | 93 |
|
|
2019
Q4 | $379K | Sell |
2,955
-261
| -8% | -$33.5K | 0.16% | 99 |
|
|
2019
Q3 | $447K | Hold |
3,216
| – | – | 0.2% | 91 |
|
|
2019
Q2 | $424K | Hold |
3,216
| – | – | 0.19% | 94 |
|
|
2019
Q1 | $434K | Hold |
3,216
| – | – | 0.22% | 84 |
|
|
2018
Q4 | $350K | Sell |
3,216
-387
| -11% | -$42.1K | 0.22% | 81 |
|
|
2018
Q3 | $521K | Sell |
3,603
-262
| -7% | -$37.9K | 0.27% | 72 |
|
|
2018
Q2 | $516K | Sell |
3,865
-523
| -12% | -$69.8K | 0.3% | 71 |
|
|
2018
Q1 | $644K | Sell |
4,388
-157
| -3% | -$23K | 0.39% | 62 |
|
|
2017
Q4 | $709K | Sell |
4,545
-931
| -17% | -$145K | 0.38% | 63 |
|
|
2017
Q3 | $848K | Sell |
5,476
-1,090
| -17% | -$169K | 0.46% | 58 |
|
|
2017
Q2 | $962K | Sell |
6,566
-1,119
| -15% | -$164K | 0.58% | 50 |
|
|
2017
Q1 | $1.28M | Sell |
7,685
-424
| -5% | -$70.6K | 0.77% | 47 |
|
|
2016
Q4 | $1.29M | Sell |
8,109
-1,279
| -14% | -$204K | 0.84% | 44 |
|
|
2016
Q3 | $1.4M | Buy |
9,388
+855
| +10% | +$128K | 0.91% | 46 |
|
|
2016
Q2 | $1.24M | Sell |
8,533
-1,015
| -11% | -$147K | 0.84% | 48 |
|
|
2016
Q1 | $1.38M | Sell |
9,548
-1,849
| -16% | -$268K | 1.04% | 41 |
|
|
2015
Q4 | $1.5M | Sell |
11,397
-555
| -5% | -$73K | 1.13% | 37 |
|
|
2015
Q3 | $1.66M | Sell |
11,952
-272
| -2% | -$37.7K | 1.3% | 31 |
|
|
2015
Q2 | $1.9M | Sell |
12,224
-617
| -5% | -$96K | 1.28% | 33 |
|
|
2015
Q1 | $1.97M | Sell |
12,841
-83
| -0.6% | -$12.7K | 1.32% | 31 |
|
|
2014
Q4 | $1.98M | Sell |
12,924
-1,350
| -9% | -$207K | 1.38% | 28 |
|
|
2014
Q3 | $2.59M | Sell |
14,274
-457
| -3% | -$82.9K | 1.88% | 16 |
|
|
2014
Q2 | $2.55M | Sell |
14,731
-390
| -3% | -$67.6K | 1.8% | 18 |
|
|
2014
Q1 | $2.78M | Sell |
15,121
-1,156
| -7% | -$213K | 2.05% | 13 |
|
|
2013
Q4 | $2.92M | Sell |
16,277
-340
| -2% | -$61K | 2.09% | 12 |
|
|
2013
Q3 | $2.94M | Buy |
16,617
+638
| +4% | +$113K | 2.33% | 9 |
|
|
2013
Q2 | $2.92M | Buy |
+15,979
| New | +$2.92M | 2.51% | 5 |
|