LIM
Loudon Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
3,936
-343
| -8% | -$101K | 0.64% | 44 |
|
|
2025
Q1 | $1.06M | Buy |
+4,279
| New | +$1.06M | 0.61% | 40 |
|
|
2021
Q1 | – | Sell |
-2,426
| Closed | -$305K | – | 80 |
|
|
2020
Q4 | $305K | Sell |
2,426
-332
| -12% | -$41.7K | 0.24% | 61 |
|
|
2020
Q3 | $336K | Sell |
2,758
-400
| -13% | -$48.7K | 0.28% | 58 |
|
|
2020
Q2 | $381K | Sell |
3,158
-1,748
| -36% | -$211K | 0.33% | 57 |
|
|
2020
Q1 | $544K | Sell |
4,906
-331
| -6% | -$36.7K | 0.57% | 53 |
|
|
2019
Q4 | $702K | Sell |
5,237
-275
| -5% | -$36.9K | 0.55% | 51 |
|
|
2019
Q3 | $802K | Hold |
5,512
| – | – | 0.67% | 44 |
|
|
2019
Q2 | $760K | Sell |
5,512
-335
| -6% | -$46.2K | 0.64% | 47 |
|
|
2019
Q1 | $825K | Sell |
5,847
-445
| -7% | -$62.8K | 0.72% | 40 |
|
|
2018
Q4 | $715K | Sell |
6,292
-3,873
| -38% | -$440K | 0.68% | 46 |
|
|
2018
Q3 | $1.54M | Hold |
10,165
| – | – | 1.24% | 30 |
|
|
2018
Q2 | $1.42M | Sell |
10,165
-62
| -0.6% | -$8.66K | 1.14% | 35 |
|
|
2018
Q1 | $1.57M | Sell |
10,227
-341
| -3% | -$52.3K | 1.25% | 32 |
|
|
2017
Q4 | $1.62M | Sell |
10,568
-1,580
| -13% | -$242K | 1.23% | 31 |
|
|
2017
Q3 | $1.76M | Sell |
12,148
-1,236
| -9% | -$179K | 1.38% | 28 |
|
|
2017
Q2 | $2.06M | Sell |
13,384
-43
| -0.3% | -$6.62K | 1.56% | 23 |
|
|
2017
Q1 | $2.34M | Sell |
13,427
-1,755
| -12% | -$306K | 1.78% | 22 |
|
|
2016
Q4 | $2.52M | Buy |
15,182
+6
| +0% | +$996 | 1.97% | 20 |
|
|
2016
Q3 | $2.41M | Sell |
15,176
-167
| -1% | -$26.5K | 1.87% | 22 |
|
|
2016
Q2 | $2.33M | Sell |
15,343
-1,937
| -11% | -$294K | 1.86% | 22 |
|
|
2016
Q1 | $2.62M | Buy |
17,280
+2,801
| +19% | +$424K | 2.11% | 18 |
|
|
2015
Q4 | $1.99M | Sell |
14,479
-4,496
| -24% | -$619K | 1.6% | 23 |
|
|
2015
Q3 | $2.75M | Sell |
18,975
-9,053
| -32% | -$1.31M | 2.36% | 17 |
|
|
2015
Q2 | $4.56M | Buy |
28,028
+17,094
| +156% | +$2.78M | 3.45% | 10 |
|
|
2015
Q1 | $1.76M | Buy |
10,934
+6,080
| +125% | +$976K | 1.33% | 25 |
|
|
2014
Q4 | $779K | Buy |
+4,854
| New | +$779K | 0.58% | 43 |
|