MC
IBM icon

Moors & Cabot’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.7M Sell
80,482
-1,294
-2% -$381K 1.1% 13
2025
Q1
$20.3M Sell
81,776
-2,041
-2% -$508K 1.03% 14
2024
Q4
$18.4M Buy
83,817
+1,297
+2% +$285K 0.88% 16
2024
Q3
$18.2M Sell
82,520
-4,407
-5% -$974K 0.91% 18
2024
Q2
$15M Buy
86,927
+2,501
+3% +$433K 0.8% 21
2024
Q1
$16.1M Buy
84,426
+3,737
+5% +$714K 0.87% 17
2023
Q4
$13.2M Buy
80,689
+737
+0.9% +$121K 0.82% 19
2023
Q3
$11.2M Buy
79,952
+6,590
+9% +$925K 0.76% 21
2023
Q2
$9.82M Buy
73,362
+8,434
+13% +$1.13M 0.65% 27
2023
Q1
$8.51M Sell
64,928
-2,287
-3% -$300K 0.59% 32
2022
Q4
$9.47M Buy
67,215
+409
+0.6% +$57.6K 0.66% 26
2022
Q3
$7.94M Sell
66,806
-215
-0.3% -$25.5K 0.6% 31
2022
Q2
$9.46M Buy
67,021
+299
+0.4% +$42.2K 0.68% 24
2022
Q1
$8.68M Buy
66,722
+3,703
+6% +$481K 0.53% 36
2021
Q4
$8.42M Sell
63,019
-2,320
-4% -$310K 0.52% 36
2021
Q3
$9.08M Buy
65,339
+243
+0.4% +$33.8K 0.57% 31
2021
Q2
$9.54M Buy
65,096
+6,887
+12% +$1.01M 0.67% 24
2021
Q1
$7.77M Buy
58,209
+3,694
+7% +$493K 0.59% 31
2020
Q4
$6.86M Buy
54,515
+3,662
+7% +$461K 0.58% 35
2020
Q3
$6.19M Sell
50,853
-4,169
-8% -$507K 0.58% 37
2020
Q2
$6.63M Buy
55,022
+3,258
+6% +$392K 0.71% 27
2020
Q1
$5.74M Sell
51,764
-2,765
-5% -$307K 0.83% 21
2019
Q4
$7.3M Buy
54,529
+16,432
+43% +$2.2M 0.73% 26
2019
Q3
$5.56M Buy
38,097
+9,653
+34% +$1.41M 0.61% 34
2019
Q2
$3.93M Buy
28,444
+1,685
+6% +$233K 0.5% 46
2019
Q1
$3.78M Buy
26,759
+1,453
+6% +$205K 0.51% 46
2018
Q4
$2.88M Sell
25,306
-2,874
-10% -$327K 0.45% 59
2018
Q3
$4.26M Buy
28,180
+585
+2% +$88.5K 0.52% 44
2018
Q2
$3.85M Buy
27,595
+1,826
+7% +$255K 0.52% 46
2018
Q1
$3.95M Buy
25,769
+2,644
+11% +$406K 0.52% 42
2017
Q4
$3.56M Buy
23,125
+7,941
+52% +$1.22M 0.47% 52
2017
Q3
$2.21M Buy
15,184
+274
+2% +$39.8K 0.32% 89
2017
Q2
$2.29M Sell
14,910
-1,148
-7% -$176K 0.38% 68
2017
Q1
$2.8M Buy
16,058
+2,187
+16% +$381K 0.47% 50
2016
Q4
$2.3M Sell
13,871
-403
-3% -$66.9K 0.38% 68
2016
Q3
$2.27M Buy
14,274
+1,699
+14% +$270K 0.38% 68
2016
Q2
$1.91M Buy
12,575
+468
+4% +$71.1K 0.34% 74
2016
Q1
$1.83M Sell
12,107
-1,454
-11% -$220K 0.33% 78
2015
Q4
$1.87M Sell
13,561
-1,878
-12% -$259K 0.34% 75
2015
Q3
$2.23M Sell
15,439
-95
-0.6% -$13.7K 0.41% 63
2015
Q2
$2.53M Sell
15,534
-7,308
-32% -$1.19M 0.41% 66
2015
Q1
$3.66M Buy
22,842
+5,014
+28% +$803K 0.61% 34
2014
Q4
$2.86M Sell
17,828
-1,762
-9% -$282K 0.48% 52
2014
Q3
$3.72M Sell
19,590
-448
-2% -$85.1K 0.63% 33
2014
Q2
$3.63M Buy
20,038
+702
+4% +$127K 0.61% 36
2014
Q1
$3.72M Buy
+19,336
New +$3.72M 0.94% 21