Marietta Investment Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
7,465
+869
| +13% | +$256K | 0.48% | 53 |
|
|
2025
Q1 | $1.64M | Buy |
6,596
+220
| +3% | +$54.7K | 0.4% | 57 |
|
|
2024
Q4 | $1.4M | Sell |
6,376
-150
| -2% | -$33K | 0.31% | 66 |
|
|
2024
Q3 | $1.44M | Sell |
6,526
-400
| -6% | -$88.4K | 0.31% | 71 |
|
|
2024
Q2 | $1.2M | Hold |
6,926
| – | – | 0.26% | 72 |
|
|
2024
Q1 | $1.32M | Hold |
6,926
| – | – | 0.29% | 70 |
|
|
2023
Q4 | $1.13M | Sell |
6,926
-700
| -9% | -$114K | 0.28% | 77 |
|
|
2023
Q3 | $1.07M | Hold |
7,626
| – | – | 0.3% | 71 |
|
|
2023
Q2 | $1.02M | Hold |
7,626
| – | – | 0.26% | 76 |
|
|
2023
Q1 | $1,000K | Hold |
7,626
| – | – | 0.28% | 70 |
|
|
2022
Q4 | $1.07M | Sell |
7,626
-100
| -1% | -$14.1K | 0.3% | 71 |
|
|
2022
Q3 | $1.06M | Hold |
7,726
| – | – | 0.31% | 66 |
|
|
2022
Q2 | $1.09M | Sell |
7,726
-1,300
| -14% | -$184K | 0.33% | 68 |
|
|
2022
Q1 | $1.17M | Hold |
9,026
| – | – | 0.27% | 73 |
|
|
2021
Q4 | $1.21M | Sell |
9,026
-467
| -5% | -$62.4K | 0.25% | 82 |
|
|
2021
Q3 | $1.26M | Hold |
9,493
| – | – | 0.29% | 77 |
|
|
2021
Q2 | $1.33M | Buy |
9,493
+52
| +0.6% | +$7.29K | 0.3% | 70 |
|
|
2021
Q1 | $1.2M | Hold |
9,441
| – | – | 0.3% | 72 |
|
|
2020
Q4 | $1.14M | Hold |
9,441
| – | – | 0.29% | 70 |
|
|
2020
Q3 | $1.1M | Sell |
9,441
-168
| -2% | -$19.5K | 0.33% | 63 |
|
|
2020
Q2 | $1.11M | Buy |
9,609
+3,818
| +66% | +$441K | 0.37% | 59 |
|
|
2020
Q1 | $614K | Hold |
5,791
| – | – | 0.26% | 72 |
|
|
2019
Q4 | $742K | Sell |
5,791
-1,935
| -25% | -$248K | 0.24% | 78 |
|
|
2019
Q3 | $1.07M | Buy |
7,726
+1,883
| +32% | +$262K | 0.37% | 62 |
|
|
2019
Q2 | $770K | Sell |
5,843
-105
| -2% | -$13.8K | 0.25% | 78 |
|
|
2019
Q1 | $802K | Buy |
5,948
+105
| +2% | +$14.2K | 0.25% | 78 |
|
|
2018
Q4 | $635K | Sell |
5,843
-166
| -3% | -$18K | 0.24% | 76 |
|
|
2018
Q3 | $869K | Hold |
6,009
| – | – | 0.26% | 72 |
|
|
2018
Q2 | $803K | Sell |
6,009
-49
| -0.8% | -$6.55K | 0.25% | 77 |
|
|
2018
Q1 | $889K | Sell |
6,058
-63
| -1% | -$9.25K | 0.27% | 76 |
|
|
2017
Q4 | $898K | Buy |
6,121
+12
| +0.2% | +$1.76K | 0.26% | 80 |
|
|
2017
Q3 | $847K | Buy |
6,109
+99
| +2% | +$13.7K | 0.25% | 75 |
|
|
2017
Q2 | $884K | Hold |
6,010
| – | – | 0.28% | 70 |
|
|
2017
Q1 | $1M | Hold |
6,010
| – | – | 0.33% | 68 |
|
|
2016
Q4 | $954K | Hold |
6,010
| – | – | 0.34% | 66 |
|
|
2016
Q3 | $913K | Hold |
6,010
| – | – | 0.3% | 69 |
|
|
2016
Q2 | $872K | Hold |
6,010
| – | – | 0.31% | 68 |
|
|
2016
Q1 | $870K | Hold |
6,010
| – | – | 0.36% | 62 |
|
|
2015
Q4 | $791K | Hold |
6,010
| – | – | 0.32% | 72 |
|
|
2015
Q3 | $804K | Hold |
6,010
| – | – | 0.31% | 74 |
|
|
2015
Q2 | $935K | Hold |
6,010
| – | – | 0.36% | 62 |
|
|
2015
Q1 | $922K | Hold |
6,010
| – | – | 0.36% | 62 |
|
|
2014
Q4 | $922K | Hold |
6,010
| – | – | 0.37% | 57 |
|
|
2014
Q3 | $1.09M | Hold |
6,010
| – | – | 0.48% | 50 |
|
|
2014
Q2 | $1.04M | Sell |
6,010
-105
| -2% | -$18.2K | 0.43% | 55 |
|
|
2014
Q1 | $1.13M | Hold |
6,115
| – | – | 0.44% | 60 |
|
|
2013
Q4 | $1.1M | Hold |
6,115
| – | – | 0.4% | 61 |
|
|
2013
Q3 | $1.08M | Hold |
6,115
| – | – | 0.43% | 64 |
|
|
2013
Q2 | $1.12M | Buy |
+6,115
| New | +$1.12M | 0.48% | 59 |
|