Novare Capital 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 | $823K | Sell |
2,793
-97
| -3% | -$28.6K | 0.07% | 123 |
|
|
2025
Q1 | $719K | Buy |
2,890
+9
| +0.3% | +$2.24K | 0.06% | 126 |
|
|
2024
Q4 | $633K | Buy |
2,881
+511
| +22% | +$112K | 0.05% | 133 |
|
|
2024
Q3 | $524K | Sell |
2,370
-34
| -1% | -$7.52K | 0.04% | 137 |
|
|
2024
Q2 | $416K | Buy |
2,404
+14
| +0.6% | +$2.42K | 0.04% | 137 |
|
|
2024
Q1 | $456K | Buy |
2,390
+39
| +2% | +$7.45K | 0.04% | 134 |
|
|
2023
Q4 | $385K | Buy |
2,351
+14
| +0.6% | +$2.29K | 0.04% | 134 |
|
|
2023
Q3 | $328K | Buy |
2,337
+15
| +0.6% | +$2.11K | 0.04% | 141 |
|
|
2023
Q2 | $311K | Buy |
2,322
+7
| +0.3% | +$937 | 0.03% | 147 |
|
|
2023
Q1 | $303K | Sell |
2,315
-310
| -12% | -$40.6K | 0.03% | 146 |
|
|
2022
Q4 | $370K | Sell |
2,625
-1,674
| -39% | -$236K | 0.04% | 136 |
|
|
2022
Q3 | $511K | Buy |
4,299
+2,026
| +89% | +$241K | 0.07% | 117 |
|
|
2022
Q2 | $321K | Sell |
2,273
-59
| -3% | -$8.33K | 0.04% | 135 |
|
|
2022
Q1 | $303K | Sell |
2,332
-423
| -15% | -$55K | 0.03% | 140 |
|
|
2021
Q4 | $368K | Sell |
2,755
-14,827
| -84% | -$1.98M | 0.04% | 127 |
|
|
2021
Q3 | $2.34M | Sell |
17,582
-75,017
| -81% | -$9.96M | 0.26% | 83 |
|
|
2021
Q2 | $13M | Buy |
92,599
+2,982
| +3% | +$418K | 1.45% | 19 |
|
|
2021
Q1 | $11.4M | Buy |
89,617
+3,982
| +5% | +$507K | 1.37% | 19 |
|
|
2020
Q4 | $10.3M | Buy |
85,635
+897
| +1% | +$108K | 1.34% | 21 |
|
|
2020
Q3 | $9.86M | Buy |
84,738
+5,745
| +7% | +$668K | 1.39% | 21 |
|
|
2020
Q2 | $9.12M | Buy |
78,993
+5,409
| +7% | +$624K | 1.36% | 20 |
|
|
2020
Q1 | $7.8M | Buy |
73,584
+36,650
| +99% | +$3.89M | 1.37% | 20 |
|
|
2019
Q4 | $4.73M | Sell |
36,934
-839
| -2% | -$108K | 0.66% | 69 |
|
|
2019
Q3 | $5.25M | Buy |
37,773
+2,254
| +6% | +$313K | 0.78% | 59 |
|
|
2019
Q2 | $4.68M | Buy |
35,519
+434
| +1% | +$57.2K | 0.71% | 64 |
|
|
2019
Q1 | $4.73M | Buy |
35,085
+2,131
| +6% | +$287K | 0.74% | 62 |
|
|
2018
Q4 | $3.58M | Buy |
32,954
+2,396
| +8% | +$260K | 0.65% | 67 |
|
|
2018
Q3 | $4.09M | Sell |
30,558
-154
| -0.5% | -$20.6K | 0.65% | 60 |
|
|
2018
Q2 | $4.1M | Buy |
30,712
+812
| +3% | +$108K | 0.7% | 62 |
|
|
2018
Q1 | $4.39M | Buy |
29,900
+988
| +3% | +$145K | 0.77% | 60 |
|
|
2017
Q4 | $4.24M | Buy |
28,912
+718
| +3% | +$105K | 0.72% | 63 |
|
|
2017
Q3 | $3.91M | Buy |
+28,194
| New | +$3.91M | 0.69% | 69 |
|
|
2015
Q4 | – | Sell |
-1,583
| Closed | -$219K | – | 122 |
|
|
2015
Q3 | $219K | Sell |
1,583
-775
| -33% | -$107K | 0.06% | 115 |
|
|
2015
Q2 | $367K | Buy |
2,358
+85
| +4% | +$13.2K | 0.09% | 94 |
|
|
2015
Q1 | $349K | Sell |
2,273
-743
| -25% | -$114K | 0.09% | 95 |
|
|
2014
Q4 | $463K | Sell |
3,016
-19,199
| -86% | -$2.95M | 0.12% | 91 |
|
|
2014
Q3 | $4.03M | Sell |
22,215
-1,653
| -7% | -$300K | 0.99% | 48 |
|
|
2014
Q2 | $4.14M | Sell |
23,868
-1,694
| -7% | -$294K | 1.01% | 46 |
|
|
2014
Q1 | $4.7M | Sell |
25,562
-1,423
| -5% | -$262K | 1.25% | 35 |
|
|
2013
Q4 | $4.84M | Buy |
26,985
+7,699
| +40% | +$1.38M | 1.34% | 29 |
|
|
2013
Q3 | $3.41M | Buy |
19,286
+12,458
| +182% | +$2.21M | 1.06% | 46 |
|
|
2013
Q2 | $1.25M | Buy |
+6,828
| New | +$1.25M | 0.42% | 72 |
|