Moseley 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 | $576K | Sell |
1,954
-28
| -1% | -$8.25K | 0.2% | 85 |
|
|
2025
Q1 | $493K | Sell |
1,982
-34
| -2% | -$8.45K | 0.19% | 90 |
|
|
2024
Q4 | $443K | Buy |
2,016
+14
| +0.7% | +$3.08K | 0.17% | 100 |
|
|
2024
Q3 | $443K | Sell |
2,002
-57
| -3% | -$12.6K | 0.18% | 100 |
|
|
2024
Q2 | $356K | Buy |
2,059
+46
| +2% | +$7.96K | 0.17% | 97 |
|
|
2024
Q1 | $384K | Buy |
2,013
+517
| +35% | +$98.7K | 0.19% | 96 |
|
|
2023
Q4 | $245K | Buy |
+1,496
| New | +$245K | 0.14% | 124 |
|
|
2023
Q1 | – | Sell |
-2,916
| Closed | -$411K | – | 146 |
|
|
2022
Q4 | $411K | Sell |
2,916
-270
| -8% | -$38K | 0.29% | 84 |
|
|
2022
Q3 | $379K | Sell |
3,186
-74
| -2% | -$8.8K | 0.28% | 89 |
|
|
2022
Q2 | $460K | Buy |
+3,260
| New | +$460K | 0.32% | 86 |
|
|
2021
Q3 | – | Sell |
-1,457
| Closed | -$204K | – | 178 |
|
|
2021
Q2 | $204K | Buy |
+1,457
| New | +$204K | 0.1% | 171 |
|
|
2020
Q4 | – | Sell |
-1,856
| Closed | -$216K | – | 156 |
|
|
2020
Q3 | $216K | Sell |
1,856
-232
| -11% | -$27K | 0.15% | 127 |
|
|
2020
Q2 | $241K | Sell |
2,088
-4
| -0.2% | -$462 | 0.2% | 114 |
|
|
2020
Q1 | $222K | Sell |
2,092
-361
| -15% | -$38.3K | 0.26% | 103 |
|
|
2019
Q4 | $314K | Sell |
2,453
-331
| -12% | -$42.4K | 0.31% | 93 |
|
|
2019
Q3 | $387K | Sell |
2,784
-1,315
| -32% | -$183K | 0.41% | 71 |
|
|
2019
Q2 | $540K | Buy |
4,099
+148
| +4% | +$19.5K | 0.5% | 55 |
|
|
2019
Q1 | $533K | Buy |
+3,951
| New | +$533K | 0.55% | 52 |
|