NCM
Nelson Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Hold |
1,484
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $369K | Hold |
1,484
| – | – | 0.06% | 87 |
|
|
2024
Q4 | $326K | Buy |
1,484
+6
| +0.4% | +$1.32K | 0.05% | 93 |
|
|
2024
Q3 | $327K | Buy |
1,478
+98
| +7% | +$21.7K | 0.06% | 88 |
|
|
2024
Q2 | $239K | Sell |
1,380
-15
| -1% | -$2.59K | 0.04% | 97 |
|
|
2024
Q1 | $266K | Buy |
+1,395
| New | +$266K | 0.05% | 93 |
|
|
2020
Q1 | – | Sell |
-33,324
| Closed | -$4.47M | – | 93 |
|
|
2019
Q4 | $4.47M | Buy |
33,324
+31,524
| +1,751% | +$4.23M | 0.94% | 44 |
|
|
2019
Q3 | $262K | Buy |
1,800
+660
| +58% | +$96.1K | 0.06% | 83 |
|
|
2019
Q2 | $157K | Hold |
1,140
| – | – | 0.04% | 100 |
|
|
2019
Q1 | $161K | Sell |
1,140
-91
| -7% | -$12.9K | 0.04% | 92 |
|
|
2018
Q4 | $140K | Hold |
1,231
| – | – | 0.04% | 100 |
|
|
2018
Q3 | $186K | Sell |
1,231
-85
| -6% | -$12.8K | 0.04% | 92 |
|
|
2018
Q2 | $184K | Sell |
1,316
-1,056
| -45% | -$148K | 0.05% | 90 |
|
|
2018
Q1 | $364K | Hold |
2,372
| – | – | 0.09% | 74 |
|
|
2017
Q4 | $364K | Buy |
2,372
+85
| +4% | +$13K | 0.11% | 69 |
|
|
2017
Q3 | $332K | Sell |
2,287
-87
| -4% | -$12.6K | 0.11% | 67 |
|
|
2017
Q2 | $365K | Buy |
2,374
+62
| +3% | +$9.53K | 0.12% | 63 |
|
|
2017
Q1 | $403K | Hold |
2,312
| – | – | 0.14% | 60 |
|
|
2016
Q4 | $384K | Hold |
2,312
| – | – | 0.13% | 61 |
|
|
2016
Q3 | $367K | Buy |
2,312
+590
| +34% | +$93.7K | 0.13% | 59 |
|
|
2016
Q2 | $261K | Hold |
1,722
| – | – | 0.1% | 64 |
|
|
2016
Q1 | $261K | Buy |
1,722
+50
| +3% | +$7.58K | 0.1% | 63 |
|
|
2015
Q4 | $230K | Hold |
1,672
| – | – | 0.09% | 65 |
|
|
2015
Q3 | $242K | Sell |
1,672
-90
| -5% | -$13K | 0.09% | 66 |
|
|
2015
Q2 | $287K | Sell |
1,762
-320
| -15% | -$52.1K | 0.1% | 67 |
|
|
2015
Q1 | $334K | Hold |
2,082
| – | – | 0.12% | 63 |
|
|
2014
Q4 | $334K | Buy |
2,082
+25
| +1% | +$4.01K | 0.12% | 64 |
|
|
2014
Q3 | $390K | Sell |
2,057
-13,288
| -87% | -$2.52M | 0.15% | 61 |
|
|
2014
Q2 | $2.78M | Buy |
15,345
+420
| +3% | +$76.1K | 1.11% | 37 |
|
|
2014
Q1 | $2.87M | Buy |
14,925
+695
| +5% | +$134K | 1.26% | 35 |
|
|
2013
Q4 | $2.67M | Sell |
14,230
-575
| -4% | -$108K | 1.19% | 37 |
|
|
2013
Q3 | $2.74M | Buy |
14,805
+125
| +0.9% | +$23.2K | 1.31% | 36 |
|
|
2013
Q2 | $2.81M | Buy |
+14,680
| New | +$2.81M | 1.44% | 36 |
|