Nelson Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Hold |
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|
2025
Q1 | $369K | Hold |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $266K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.47M | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $157K | Hold |
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|
2019
Q1 | $161K | Sell |
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|
2018
Q4 | $140K | Hold |
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|
2018
Q3 | $186K | Sell |
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|
2018
Q2 | $184K | Sell |
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|
2018
Q1 | $364K | Hold |
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|
2017
Q4 | $364K | Buy |
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|
2017
Q3 | $332K | Sell |
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|
2017
Q2 | $365K | Buy |
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|
2017
Q1 | $403K | Hold |
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|
2016
Q4 | $384K | Hold |
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|
2016
Q3 | $367K | Buy |
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|
2016
Q2 | $261K | Hold |
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|
2016
Q1 | $261K | Buy |
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|
2015
Q4 | $230K | Hold |
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|
2015
Q3 | $242K | Sell |
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|
2015
Q2 | $287K | Sell |
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|
2015
Q1 | $334K | Hold |
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|
2014
Q4 | $334K | Buy |
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|
2014
Q3 | $390K | Sell |
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|
2014
Q2 | $2.78M | Buy |
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|
2014
Q1 | $2.87M | Buy |
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|
2013
Q4 | $2.67M | Sell |
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|
2013
Q3 | $2.74M | Buy |
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|
2013
Q2 | $2.81M | Buy |
|