McCollum Christoferson Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Hold |
1,779
| – | – | 0.16% | 45 |
|
|
2025
Q1 | $442K | Hold |
1,779
| – | – | 0.14% | 50 |
|
|
2024
Q4 | $391K | Hold |
1,779
| – | – | 0.12% | 52 |
|
|
2024
Q3 | $393K | Hold |
1,779
| – | – | 0.11% | 53 |
|
|
2024
Q2 | $308K | Hold |
1,779
| – | – | 0.09% | 58 |
|
|
2024
Q1 | $340K | Hold |
1,779
| – | – | 0.1% | 53 |
|
|
2023
Q4 | $291K | Buy |
1,779
+300
| +20% | +$49.1K | 0.09% | 54 |
|
|
2023
Q3 | $208K | Buy |
+1,479
| New | +$208K | 0.06% | 66 |
|
|
2023
Q1 | – | Sell |
-1,589
| Closed | -$224K | – | 65 |
|
|
2022
Q4 | $224K | Buy |
+1,589
| New | +$224K | 0.07% | 61 |
|
|
2022
Q3 | – | Sell |
-1,589
| Closed | -$224K | – | 64 |
|
|
2022
Q2 | $224K | Hold |
1,589
| – | – | 0.07% | 62 |
|
|
2022
Q1 | $207K | Hold |
1,589
| – | – | 0.05% | 72 |
|
|
2021
Q4 | $212K | Buy |
1,589
+42
| +3% | +$5.6K | 0.05% | 71 |
|
|
2021
Q3 | $205K | Hold |
1,547
| – | – | 0.05% | 73 |
|
|
2021
Q2 | $217K | Buy |
+1,547
| New | +$217K | 0.05% | 71 |
|
|
2020
Q1 | – | Sell |
-1,737
| Closed | -$223K | – | 64 |
|
|
2019
Q4 | $223K | Hold |
1,737
| – | – | 0.08% | 65 |
|
|
2019
Q3 | $243K | Sell |
1,737
-74
| -4% | -$10.4K | 0.09% | 63 |
|
|
2019
Q2 | $239K | Hold |
1,811
| – | – | 0.08% | 62 |
|
|
2019
Q1 | $244K | Sell |
1,811
-455
| -20% | -$61.3K | 0.09% | 64 |
|
|
2018
Q4 | $246K | Hold |
2,266
| – | – | 0.1% | 61 |
|
|
2018
Q3 | $328K | Sell |
2,266
-31
| -1% | -$4.49K | 0.12% | 62 |
|
|
2018
Q2 | $307K | Buy |
2,297
+47
| +2% | +$6.28K | 0.12% | 62 |
|
|
2018
Q1 | $330K | Sell |
2,250
-176
| -7% | -$25.8K | 0.14% | 62 |
|
|
2017
Q4 | $356K | Buy |
+2,426
| New | +$356K | 0.15% | 61 |
|