&Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3M | Buy |
136,828
+22,201
| +19% | +$6.55M | 0.31% | 69 |
|
|
2025
Q1 | $28M | Buy |
114,627
+6,427
| +6% | +$1.57M | 0.3% | 72 |
|
|
2024
Q4 | $24.1M | Buy |
108,200
+40,301
| +59% | +$8.97M | 0.29% | 75 |
|
|
2024
Q3 | $15M | Buy |
67,899
+39,349
| +138% | +$8.72M | 0.29% | 76 |
|
|
2024
Q2 | $4.93M | Buy |
28,550
+11,854
| +71% | +$2.05M | 0.22% | 105 |
|
|
2024
Q1 | $3.19M | Buy |
16,696
+2,322
| +16% | +$443K | 0.44% | 44 |
|
|
2023
Q4 | $2.32M | Buy |
14,374
+9,080
| +172% | +$1.47M | 0.57% | 41 |
|
|
2023
Q3 | $743K | Sell |
5,294
-20
| -0.4% | -$2.81K | 0.35% | 59 |
|
|
2023
Q2 | $711K | Sell |
5,314
-25
| -0.5% | -$3.35K | 0.32% | 63 |
|
|
2023
Q1 | $700K | Buy |
5,339
+106
| +2% | +$13.9K | 0.34% | 60 |
|
|
2022
Q4 | $751K | Sell |
5,233
-330
| -6% | -$47.4K | 0.37% | 56 |
|
|
2022
Q3 | $661K | Sell |
5,563
-114
| -2% | -$13.5K | 0.38% | 62 |
|
|
2022
Q2 | $802K | Buy |
5,677
+3,228
| +132% | +$456K | 0.46% | 48 |
|
|
2022
Q1 | $318K | Sell |
2,449
-50
| -2% | -$6.49K | 0.18% | 125 |
|
|
2021
Q4 | $334K | Sell |
2,499
-126
| -5% | -$16.8K | 0.2% | 113 |
|
|
2021
Q3 | $349K | Sell |
2,625
-163
| -6% | -$21.7K | 0.22% | 105 |
|
|
2021
Q2 | $391K | Buy |
2,788
+128
| +5% | +$18K | 0.25% | 93 |
|
|
2021
Q1 | $339K | Buy |
2,660
+885
| +50% | +$113K | 0.25% | 96 |
|
|
2020
Q4 | $214K | Buy |
1,775
+5
| +0.3% | +$603 | 0.18% | 124 |
|
|
2020
Q3 | $206K | Buy |
+1,770
| New | +$206K | 0.21% | 114 |
|
|
2020
Q1 | – | Sell |
-1,568
| Closed | -$201K | – | 160 |
|
|
2019
Q4 | $201K | Buy |
+1,568
| New | +$201K | 0.24% | 139 |
|