Pettee Investors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
14,819
-370
| -2% | -$109K | 2.61% | 7 |
|
|
2025
Q1 | $3.78M | Sell |
15,189
-2,798
| -16% | -$696K | 2.25% | 8 |
|
|
2024
Q4 | $3.95M | Buy |
17,987
+135
| +0.8% | +$29.7K | 2.01% | 10 |
|
|
2024
Q3 | $3.95M | Hold |
17,852
| – | – | 1.92% | 11 |
|
|
2024
Q2 | $3.09M | Sell |
17,852
-1,975
| -10% | -$342K | 1.49% | 19 |
|
|
2024
Q1 | $3.79M | Hold |
19,827
| – | – | 1.6% | 16 |
|
|
2023
Q4 | $3.24M | Sell |
19,827
-155
| -0.8% | -$25.4K | 1.43% | 19 |
|
|
2023
Q3 | $2.8M | Sell |
19,982
-198
| -1% | -$27.8K | 1.33% | 19 |
|
|
2023
Q2 | $2.7M | Buy |
20,180
+1,015
| +5% | +$136K | 1.22% | 23 |
|
|
2023
Q1 | $2.51M | Buy |
19,165
+1,439
| +8% | +$189K | 1.2% | 24 |
|
|
2022
Q4 | $2.5M | Buy |
17,726
+345
| +2% | +$48.6K | 1.23% | 21 |
|
|
2022
Q3 | $2.07M | Sell |
17,381
-50
| -0.3% | -$5.94K | 1.11% | 25 |
|
|
2022
Q2 | $2.46M | Buy |
17,431
+1,208
| +7% | +$171K | 1.22% | 25 |
|
|
2022
Q1 | $2.11M | Buy |
16,223
+72
| +0.4% | +$9.36K | 0.93% | 30 |
|
|
2021
Q4 | $2.16M | Buy |
16,151
+303
| +2% | +$40.5K | 0.9% | 34 |
|
|
2021
Q3 | $2.11M | Buy |
15,848
+42
| +0.3% | +$5.58K | 0.98% | 31 |
|
|
2021
Q2 | $2.22M | Hold |
15,806
| – | – | 1.04% | 28 |
|
|
2021
Q1 | $2.01M | Buy |
15,806
+8
| +0.1% | +$1.02K | 0.97% | 29 |
|
|
2020
Q4 | $1.9M | Buy |
15,798
+612
| +4% | +$73.6K | 1.01% | 28 |
|
|
2020
Q3 | $1.77M | Buy |
15,186
+69
| +0.5% | +$8.02K | 1.02% | 26 |
|
|
2020
Q2 | $1.75M | Buy |
15,117
+863
| +6% | +$99.6K | 1.08% | 27 |
|
|
2020
Q1 | $1.51M | Sell |
14,254
-523
| -4% | -$55.5K | 1.09% | 26 |
|
|
2019
Q4 | $1.89M | Buy |
14,777
+732
| +5% | +$93.8K | 1.08% | 24 |
|
|
2019
Q3 | $1.95M | Hold |
14,045
| – | – | 1.23% | 21 |
|
|
2019
Q2 | $1.85M | Buy |
14,045
+210
| +2% | +$27.7K | 1.18% | 21 |
|
|
2019
Q1 | $1.87M | Buy |
13,835
+392
| +3% | +$52.9K | 1.18% | 23 |
|
|
2018
Q4 | $1.46M | Sell |
13,443
-783
| -6% | -$85.1K | 1.04% | 24 |
|
|
2018
Q3 | $2.06M | Buy |
14,226
+1,412
| +11% | +$204K | 1.21% | 19 |
|
|
2018
Q2 | $1.71M | Hold |
12,814
| – | – | 1.08% | 23 |
|
|
2018
Q1 | $1.88M | Buy |
12,814
+555
| +5% | +$81.4K | 1.16% | 20 |
|
|
2017
Q4 | $1.8M | Sell |
12,259
-52
| -0.4% | -$7.63K | 1.09% | 22 |
|
|
2017
Q3 | $1.71M | Hold |
12,311
| – | – | 1.1% | 21 |
|
|
2017
Q2 | $1.81M | Hold |
12,311
| – | – | 1.61% | 18 |
|
|
2017
Q1 | $2.05M | Hold |
12,311
| – | – | 1.85% | 17 |
|
|
2016
Q4 | $1.95M | Sell |
12,311
-210
| -2% | -$33.3K | 1.86% | 17 |
|
|
2016
Q3 | $1.9M | Buy |
12,521
+53
| +0.4% | +$8.05K | 1.84% | 17 |
|
|
2016
Q2 | $1.81M | Hold |
12,468
| – | – | 1.75% | 17 |
|
|
2016
Q1 | $1.81M | Sell |
12,468
-1,004
| -7% | -$145K | 1.86% | 17 |
|
|
2015
Q4 | $1.77M | Sell |
13,472
-2,092
| -13% | -$275K | 1.71% | 18 |
|
|
2015
Q3 | $2.16M | Hold |
15,564
| – | – | 2.26% | 14 |
|
|
2015
Q2 | $2.42M | Hold |
15,564
| – | – | 2.35% | 13 |
|
|
2015
Q1 | $2.39M | Hold |
15,564
| – | – | 2.32% | 14 |
|
|
2014
Q4 | $2.39M | Sell |
15,564
-105
| -0.7% | -$16.1K | 2.29% | 15 |
|
|
2014
Q3 | $2.84M | Sell |
15,669
-2,004
| -11% | -$364K | 2.79% | 10 |
|
|
2014
Q2 | $3.06M | Hold |
17,673
| – | – | 2.78% | 11 |
|
|
2014
Q1 | $3.25M | Hold |
17,673
| – | – | 3.06% | 9 |
|
|
2013
Q4 | $3.17M | Buy |
+17,673
| New | +$3.17M | 2.98% | 9 |
|