Madison Asset 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 | – | Sell |
-1,061
| Closed | -$264K | – | 358 |
|
|
2025
Q1 | $264K | Buy |
+1,061
| New | +$264K | ﹤0.01% | 317 |
|
|
2024
Q3 | – | Sell |
-16,453
| Closed | -$2.85M | – | 335 |
|
|
2024
Q2 | $2.85M | Sell |
16,453
-5,159
| -24% | -$892K | 0.04% | 222 |
|
|
2024
Q1 | $4.13M | Sell |
21,612
-16,238
| -43% | -$3.1M | 0.05% | 192 |
|
|
2023
Q4 | $6.19M | Buy |
37,850
+8,500
| +29% | +$1.39M | 0.08% | 159 |
|
|
2023
Q3 | $4.12M | Buy |
29,350
+20,404
| +228% | +$2.86M | 0.06% | 178 |
|
|
2023
Q2 | $1.2M | Buy |
8,946
+134
| +2% | +$17.9K | 0.02% | 266 |
|
|
2023
Q1 | $1.16M | Sell |
8,812
-1,080
| -11% | -$142K | 0.02% | 256 |
|
|
2022
Q4 | $1.39M | Sell |
9,892
-28
| -0.3% | -$3.95K | 0.02% | 264 |
|
|
2022
Q3 | $1.18M | Buy |
9,920
+1,727
| +21% | +$205K | 0.02% | 277 |
|
|
2022
Q2 | $1.16M | Sell |
8,193
-121
| -1% | -$17.1K | 0.02% | 293 |
|
|
2022
Q1 | $1.08M | Sell |
8,314
-222
| -3% | -$28.9K | 0.02% | 254 |
|
|
2021
Q4 | $1.14M | Buy |
8,536
+533
| +7% | +$71.2K | 0.02% | 263 |
|
|
2021
Q3 | $1.06M | Buy |
8,003
+570
| +8% | +$75.7K | 0.01% | 261 |
|
|
2021
Q2 | $1.04M | Buy |
7,433
+479
| +7% | +$67.1K | 0.01% | 267 |
|
|
2021
Q1 | $886K | Buy |
6,954
+2,603
| +60% | +$332K | 0.01% | 265 |
|
|
2020
Q4 | $524K | Hold |
4,351
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $506K | Hold |
4,351
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $502K | Buy |
4,351
+2,092
| +93% | +$241K | 0.01% | 244 |
|
|
2020
Q1 | $240K | Buy |
+2,259
| New | +$240K | ﹤0.01% | 263 |
|