Longfellow Investment 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 | $1.92M | Sell |
6,514
-948
| -13% | -$279K | 0.47% | 36 |
|
|
2025
Q1 | $1.86M | Sell |
7,462
-1,191
| -14% | -$296K | 0.45% | 28 |
|
|
2024
Q4 | $1.9M | Sell |
8,653
-555
| -6% | -$122K | 0.49% | 25 |
|
|
2024
Q3 | $2.04M | Buy |
9,208
+55
| +0.6% | +$12.2K | 0.51% | 27 |
|
|
2024
Q2 | $1.58M | Buy |
9,153
+1,714
| +23% | +$296K | 0.4% | 32 |
|
|
2024
Q1 | $1.42M | Sell |
7,439
-4,117
| -36% | -$786K | 0.32% | 36 |
|
|
2023
Q4 | $1.89M | Sell |
11,556
-1,411
| -11% | -$231K | 0.47% | 28 |
|
|
2023
Q3 | $1.82M | Sell |
12,967
-1,639
| -11% | -$230K | 0.48% | 33 |
|
|
2023
Q2 | $1.95M | Buy |
14,606
+594
| +4% | +$79.5K | 0.45% | 32 |
|
|
2023
Q1 | $1.84M | Buy |
14,012
+2,876
| +26% | +$377K | 0.42% | 33 |
|
|
2022
Q4 | $1.57M | Sell |
11,136
-15,089
| -58% | -$2.13M | 0.36% | 56 |
|
|
2022
Q3 | $3.12M | Buy |
26,225
+1,386
| +6% | +$165K | 0.64% | 24 |
|
|
2022
Q2 | $3.51M | Buy |
24,839
+14,274
| +135% | +$2.02M | 0.76% | 12 |
|
|
2022
Q1 | $1.37M | Hold |
10,565
| – | – | 0.22% | 109 |
|
|
2021
Q4 | $1.41M | Sell |
10,565
-486
| -4% | -$65K | 0.23% | 108 |
|
|
2021
Q3 | $1.47M | Hold |
11,051
| – | – | 0.24% | 95 |
|
|
2021
Q2 | $1.55M | Sell |
11,051
-6,754
| -38% | -$947K | 0.22% | 100 |
|
|
2021
Q1 | $2.27M | Buy |
17,805
+1,193
| +7% | +$152K | 0.27% | 84 |
|
|
2020
Q4 | $2M | Buy |
+16,612
| New | +$2M | 0.24% | 105 |
|