NBW Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,276
+29
| +2% | +$8.55K | 0.08% | 76 |
|
|
2025
Q1 | $310K | Buy |
1,247
+120
| +11% | +$29.8K | 0.07% | 80 |
|
|
2024
Q4 | $248K | Sell |
1,127
-413
| -27% | -$90.8K | 0.05% | 82 |
|
|
2024
Q3 | $340K | Buy |
1,540
+158
| +11% | +$34.9K | 0.06% | 79 |
|
|
2024
Q2 | $239K | Sell |
1,382
-548
| -28% | -$94.8K | 0.05% | 87 |
|
|
2024
Q1 | $369K | Sell |
1,930
-412
| -18% | -$78.7K | 0.08% | 78 |
|
|
2023
Q4 | $383K | Sell |
2,342
-486
| -17% | -$79.5K | 0.08% | 75 |
|
|
2023
Q3 | $397K | Buy |
2,828
+856
| +43% | +$120K | 0.1% | 74 |
|
|
2023
Q2 | $264K | Buy |
1,972
+284
| +17% | +$38K | 0.06% | 88 |
|
|
2023
Q1 | $221K | Buy |
1,688
+65
| +4% | +$8.52K | 0.05% | 102 |
|
|
2022
Q4 | $229K | Buy |
+1,623
| New | +$229K | 0.06% | 91 |
|
|
2014
Q4 | – | Sell |
-1,172
| Closed | -$213K | – | 81 |
|
|
2014
Q3 | $213K | Buy |
1,172
+11
| +0.9% | +$2K | 0.05% | 79 |
|
|
2014
Q2 | $201K | Sell |
1,161
-247
| -18% | -$42.8K | 0.05% | 81 |
|
|
2014
Q1 | $259K | Sell |
1,408
-1,395
| -50% | -$257K | 0.07% | 79 |
|
|
2013
Q4 | $503K | Sell |
2,803
-141
| -5% | -$25.3K | 0.08% | 84 |
|
|
2013
Q3 | $521K | Sell |
2,944
-6
| -0.2% | -$1.06K | 0.09% | 84 |
|
|
2013
Q2 | $539K | Buy |
+2,950
| New | +$539K | 0.1% | 81 |
|