New England Research & 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
$2.38M Hold
8,070
1.13% 25
2025
Q1
$2.01M Sell
8,070
-2,501
-24% -$622K 1.02% 27
2024
Q4
$2.32M Buy
10,571
+831
+9% +$183K 1.18% 23
2024
Q3
$2.15M Sell
9,740
-1,625
-14% -$359K 1.01% 31
2024
Q2
$1.97M Buy
11,365
+925
+9% +$160K 0.94% 33
2024
Q1
$1.99M Buy
10,440
+2,321
+29% +$443K 0.98% 32
2023
Q4
$1.33M Sell
8,119
-2,655
-25% -$434K 0.7% 49
2023
Q3
$1.51M Sell
10,774
-7,418
-41% -$1.04M 0.86% 41
2023
Q2
$2.43M Buy
18,192
+4,550
+33% +$609K 1.41% 19
2023
Q1
$1.79M Buy
13,642
+4,450
+48% +$583K 1.05% 26
2022
Q4
$1.3M Sell
9,192
-193
-2% -$27.2K 0.74% 39
2022
Q3
$1.12M Buy
9,385
+1,025
+12% +$122K 0.7% 49
2022
Q2
$1.18M Sell
8,360
-2,150
-20% -$303K 0.69% 48
2022
Q1
$1.37M Sell
10,510
-200
-2% -$26K 0.71% 47
2021
Q4
$1.43M Sell
10,710
-545
-5% -$72.8K 0.69% 49
2021
Q3
$1.5M Hold
11,255
0.78% 40
2021
Q2
$1.58M Hold
11,255
0.82% 42
2021
Q1
$1.43M Sell
11,255
-18
-0.2% -$2.29K 0.79% 46
2020
Q4
$1.36M Sell
11,273
-420
-4% -$50.6K 0.84% 38
2020
Q3
$1.36M Buy
11,693
+1,825
+18% +$212K 0.98% 29
2020
Q2
$1.14M Hold
9,868
0.82% 39
2020
Q1
$1.05M Sell
9,868
-6
-0.1% -$637 0.89% 33
2019
Q4
$1.27M Hold
9,874
0.85% 40
2019
Q3
$1.37M Sell
9,874
-53
-0.5% -$7.37K 0.99% 25
2019
Q2
$1.31M Sell
9,927
-183
-2% -$24.1K 0.89% 31
2019
Q1
$1.36M Sell
10,110
-23
-0.2% -$3.1K 0.92% 33
2018
Q4
$1.1M Hold
10,133
0.87% 37
2018
Q3
$1.47M Sell
10,133
-902
-8% -$130K 0.95% 32
2018
Q2
$1.47M Sell
11,035
-157
-1% -$21K 0.97% 31
2018
Q1
$1.64M Sell
11,192
-160
-1% -$23.5K 1.1% 22
2017
Q4
$1.67M Buy
11,352
+1,412
+14% +$207K 1.19% 20
2017
Q3
$1.38M Sell
9,940
-366
-4% -$50.8K 1.01% 30
2017
Q2
$1.52M Buy
10,306
+3,975
+63% +$585K 1.12% 21
2017
Q1
$1.05M Buy
6,331
+584
+10% +$97.2K 0.81% 39
2016
Q4
$912K Sell
5,747
-1,810
-24% -$287K 0.72% 48
2016
Q3
$1.15M Buy
7,557
+1,778
+31% +$270K 0.96% 29
2016
Q2
$839K Sell
5,779
-105
-2% -$15.2K 0.72% 40
2016
Q1
$852K Sell
5,884
-209
-3% -$30.3K 0.72% 42
2015
Q4
$802K Hold
6,093
0.69% 46
2015
Q3
$844K Sell
6,093
-94
-2% -$13K 0.8% 38
2015
Q2
$962K Sell
6,187
-272
-4% -$42.3K 0.79% 40
2015
Q1
$991K Sell
6,459
-157
-2% -$24.1K 0.85% 33
2014
Q4
$1.02M Sell
6,616
-52
-0.8% -$7.98K 0.87% 28
2014
Q3
$1.21M Sell
6,668
-936
-12% -$170K 1.06% 17
2014
Q2
$1.32M Sell
7,604
-21
-0.3% -$3.64K 1.18% 13
2014
Q1
$1.4M Sell
7,625
-5,304
-41% -$976K 1.29% 12
2013
Q4
$2.32M Buy
+12,929
New +$2.32M 2.24% 4