Morningstar Investment 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 | $313K | Buy |
+1,061
| New | +$313K | 0.03% | 161 |
|
|
2025
Q1 | – | Sell |
-1,371
| Closed | -$301K | – | 143 |
|
|
2024
Q4 | $301K | Sell |
1,371
-365
| -21% | -$80.1K | 0.02% | 162 |
|
|
2024
Q3 | $408K | Sell |
1,736
-855
| -33% | -$201K | 0.04% | 148 |
|
|
2024
Q2 | $448K | Sell |
2,591
-723
| -22% | -$125K | 0.05% | 131 |
|
|
2024
Q1 | $633K | Hold |
3,314
| – | – | 0.07% | 114 |
|
|
2023
Q4 | $542K | Sell |
3,314
-8,613
| -72% | -$1.41M | 0.06% | 121 |
|
|
2023
Q3 | $1.67M | Sell |
11,927
-75
| -0.6% | -$10.5K | 0.23% | 41 |
|
|
2023
Q2 | $1.61M | Buy |
12,002
+7,864
| +190% | +$1.05M | 0.21% | 42 |
|
|
2023
Q1 | $542K | Buy |
4,138
+438
| +12% | +$57.4K | 0.08% | 54 |
|
|
2022
Q4 | $521K | Buy |
+3,700
| New | +$521K | 0.09% | 56 |
|