Morningstar Investment Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,673
| Closed | -$1.03M | – | 247 |
|
|
2024
Q3 | $1.03M | Buy |
4,673
+343
| +8% | +$75.7K | 0.01% | 206 |
|
|
2024
Q2 | $740K | Sell |
4,330
-441
| -9% | -$75.4K | 0.01% | 215 |
|
|
2024
Q1 | $910K | Sell |
4,771
-2,666
| -36% | -$509K | 0.01% | 192 |
|
|
2023
Q4 | $1.22M | Buy |
7,437
+4,421
| +147% | +$724K | 0.01% | 214 |
|
|
2023
Q3 | $427K | Buy |
3,016
+882
| +41% | +$125K | 0.01% | 218 |
|
|
2023
Q2 | $285K | Buy |
+2,134
| New | +$285K | ﹤0.01% | 224 |
|
|
2020
Q2 | – | Sell |
-5,403
| Closed | -$583K | – | 210 |
|
|
2020
Q1 | $583K | Buy |
+5,403
| New | +$583K | 0.01% | 163 |
|
|
2016
Q1 | – | Sell |
-19,961
| Closed | -$2.63M | – | 223 |
|
|
2015
Q4 | $2.63M | Buy |
19,961
+17,973
| +904% | +$2.36M | 0.1% | 130 |
|
|
2015
Q3 | $276K | Buy |
+1,988
| New | +$276K | 0.01% | 190 |
|
|
2015
Q2 | – | Sell |
-17,109
| Closed | -$2.63M | – | 218 |
|
|
2015
Q1 | $2.63M | Sell |
17,109
-936
| -5% | -$144K | 0.11% | 121 |
|
|
2014
Q4 | $2.77M | Sell |
18,045
-7,026
| -28% | -$1.08M | 0.13% | 118 |
|
|
2014
Q3 | $4.55M | Buy |
25,071
+1,136
| +5% | +$206K | 0.23% | 95 |
|
|
2014
Q2 | $4.15M | Buy |
23,935
+3,687
| +18% | +$639K | 0.24% | 94 |
|
|
2014
Q1 | $3.73M | Buy |
20,248
+5,818
| +40% | +$1.07M | 0.25% | 88 |
|
|
2013
Q4 | $2.59M | Buy |
14,430
+12,705
| +737% | +$2.28M | 0.19% | 104 |
|
|
2013
Q3 | $305K | Buy |
+1,725
| New | +$305K | 0.03% | 180 |
|