Osborne Partners 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 | $886K | Sell |
3,007
-439
| -13% | -$129K | 0.05% | 150 |
|
|
2025
Q1 | $857K | Sell |
3,446
-1,100
| -24% | -$274K | 0.05% | 150 |
|
|
2024
Q4 | $999K | Sell |
4,546
-204
| -4% | -$44.8K | 0.06% | 146 |
|
|
2024
Q3 | $1.05M | Buy |
4,750
+91
| +2% | +$20.1K | 0.06% | 144 |
|
|
2024
Q2 | $806K | Buy |
4,659
+1,200
| +35% | +$208K | 0.05% | 146 |
|
|
2024
Q1 | $661K | Sell |
3,459
-625
| -15% | -$119K | 0.04% | 146 |
|
|
2023
Q4 | $668K | Hold |
4,084
| – | – | 0.04% | 147 |
|
|
2023
Q3 | $573K | Buy |
4,084
+20
| +0.5% | +$2.81K | 0.04% | 140 |
|
|
2023
Q2 | $544K | Sell |
4,064
-692
| -15% | -$92.6K | 0.04% | 150 |
|
|
2023
Q1 | $623K | Sell |
4,756
-56
| -1% | -$7.34K | 0.05% | 148 |
|
|
2022
Q4 | $678K | Sell |
4,812
-299
| -6% | -$42.1K | 0.05% | 142 |
|
|
2022
Q3 | $607K | Buy |
5,111
+299
| +6% | +$35.5K | 0.05% | 154 |
|
|
2022
Q2 | $679K | Sell |
4,812
-5
| -0.1% | -$706 | 0.05% | 152 |
|
|
2022
Q1 | $626K | Sell |
4,817
-916
| -16% | -$119K | 0.05% | 136 |
|
|
2021
Q4 | $766K | Sell |
5,733
-694
| -11% | -$92.7K | 0.06% | 131 |
|
|
2021
Q3 | $854K | Sell |
6,427
-617
| -9% | -$82K | 0.07% | 124 |
|
|
2021
Q2 | $987K | Sell |
7,044
-961
| -12% | -$135K | 0.08% | 125 |
|
|
2021
Q1 | $1.02M | Sell |
8,005
-25,539
| -76% | -$3.25M | 0.09% | 121 |
|
|
2020
Q4 | $4.04M | Buy |
33,544
+25,104
| +297% | +$3.02M | 0.49% | 65 |
|
|
2020
Q3 | $982K | Buy |
8,440
+89
| +1% | +$10.4K | 0.2% | 87 |
|
|
2020
Q2 | $964K | Sell |
8,351
-600
| -7% | -$69.3K | 0.21% | 86 |
|
|
2020
Q1 | $949K | Sell |
8,951
-767
| -8% | -$81.3K | 0.25% | 80 |
|
|
2019
Q4 | $1.25M | Buy |
9,718
+741
| +8% | +$94.9K | 0.25% | 76 |
|
|
2019
Q3 | $1.25M | Hold |
8,977
| – | – | 0.25% | 78 |
|
|
2019
Q2 | $1.18M | Sell |
8,977
-418
| -4% | -$55.1K | 0.23% | 85 |
|
|
2019
Q1 | $1.27M | Sell |
9,395
-24,895
| -73% | -$3.36M | 0.25% | 79 |
|
|
2018
Q4 | $3.73M | Sell |
34,290
-74
| -0.2% | -$8.04K | 0.56% | 62 |
|
|
2018
Q3 | $4.97M | Buy |
34,364
+599
| +2% | +$86.6K | 0.64% | 57 |
|
|
2018
Q2 | $4.51M | Buy |
33,765
+526
| +2% | +$70.3K | 0.61% | 60 |
|
|
2018
Q1 | $4.88M | Hold |
33,239
| – | – | 0.67% | 54 |
|
|
2017
Q4 | $4.88M | Sell |
33,239
-2,092
| -6% | -$307K | 0.65% | 57 |
|
|
2017
Q3 | $4.9M | Sell |
35,331
-1,192
| -3% | -$165K | 0.67% | 57 |
|
|
2017
Q2 | $5.37M | Buy |
36,523
+199
| +0.5% | +$29.3K | 0.76% | 55 |
|
|
2017
Q1 | $6.05M | Sell |
36,324
-63
| -0.2% | -$10.5K | 0.87% | 45 |
|
|
2016
Q4 | $5.77M | Sell |
36,387
-53
| -0.1% | -$8.41K | 0.84% | 46 |
|
|
2016
Q3 | $5.53M | Sell |
36,440
-26
| -0.1% | -$3.95K | 0.83% | 48 |
|
|
2016
Q2 | $5.29M | Sell |
36,466
-276
| -0.8% | -$40K | 0.79% | 46 |
|
|
2016
Q1 | $5.32M | Sell |
36,742
-5,205
| -12% | -$754K | 0.78% | 48 |
|
|
2015
Q4 | $5.52M | Buy |
41,947
+564
| +1% | +$74.2K | 0.8% | 44 |
|
|
2015
Q3 | $5.74M | Sell |
41,383
-276
| -0.7% | -$38.2K | 0.84% | 39 |
|
|
2015
Q2 | $6.48M | Sell |
41,659
-882
| -2% | -$137K | 0.87% | 37 |
|
|
2015
Q1 | $6.53M | Buy |
42,541
+52
| +0.1% | +$7.98K | 0.86% | 41 |
|
|
2014
Q4 | $6.52M | Hold |
42,489
| – | – | 0.79% | 44 |
|
|
2014
Q3 | $7.71M | Sell |
42,489
-139
| -0.3% | -$25.2K | 1% | 38 |
|
|
2014
Q2 | $7.39M | Sell |
42,628
-3,489
| -8% | -$605K | 0.95% | 39 |
|
|
2014
Q1 | $8.49M | Sell |
46,117
-3,560
| -7% | -$655K | 1.11% | 33 |
|
|
2013
Q4 | $8.91M | Sell |
49,677
-4,419
| -8% | -$792K | 1.16% | 33 |
|
|
2013
Q3 | $9.58M | Buy |
54,096
+20
| +0% | +$3.54K | 1.34% | 26 |
|
|
2013
Q2 | $9.88M | Buy |
+54,076
| New | +$9.88M | 1.41% | 22 |
|