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 |
|