Physicians Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Hold |
10,432
| – | – | 0.92% | 28 |
|
|
2025
Q1 | $2.59M | Sell |
10,432
-26
| -0.2% | -$6.47K | 0.82% | 32 |
|
|
2024
Q4 | $2.3M | Buy |
10,458
+100
| +1% | +$22K | 0.7% | 33 |
|
|
2024
Q3 | $2.29M | Sell |
10,358
-75
| -0.7% | -$16.6K | 0.71% | 34 |
|
|
2024
Q2 | $1.8M | Buy |
10,433
+77
| +0.7% | +$13.3K | 0.59% | 39 |
|
|
2024
Q1 | $1.98M | Sell |
10,356
-50
| -0.5% | -$9.55K | 0.7% | 38 |
|
|
2023
Q4 | $1.7M | Sell |
10,406
-50
| -0.5% | -$8.18K | 0.65% | 39 |
|
|
2023
Q3 | $1.47M | Buy |
10,456
+25
| +0.2% | +$3.51K | 0.6% | 43 |
|
|
2023
Q2 | $1.4M | Buy |
10,431
+50
| +0.5% | +$6.69K | 0.55% | 49 |
|
|
2023
Q1 | $1.36M | Hold |
10,381
| – | – | 0.58% | 46 |
|
|
2022
Q4 | $1.46M | Buy |
10,381
+20
| +0.2% | +$2.82K | 0.66% | 46 |
|
|
2022
Q3 | $1.23M | Buy |
10,361
+9
| +0.1% | +$1.07K | 0.59% | 44 |
|
|
2022
Q2 | $1.46M | Buy |
10,352
+244
| +2% | +$34.5K | 0.65% | 43 |
|
|
2022
Q1 | $1.31M | Sell |
10,108
-150
| -1% | -$19.5K | 0.5% | 52 |
|
|
2021
Q4 | $1.37M | Sell |
10,258
-987
| -9% | -$132K | 0.51% | 53 |
|
|
2021
Q3 | $1.49M | Sell |
11,245
-313
| -3% | -$41.6K | 0.6% | 46 |
|
|
2021
Q2 | $1.62M | Sell |
11,558
-558
| -5% | -$78.2K | 0.66% | 45 |
|
|
2021
Q1 | $1.54M | Buy |
12,116
+1,180
| +11% | +$150K | 0.66% | 45 |
|
|
2020
Q4 | $1.32M | Sell |
10,936
-478
| -4% | -$57.5K | 0.64% | 46 |
|
|
2020
Q3 | $1.33M | Buy |
11,414
+2
| +0% | +$233 | 0.66% | 44 |
|
|
2020
Q2 | $1.32M | Sell |
11,412
-660
| -5% | -$76.2K | 0.73% | 41 |
|
|
2020
Q1 | $1.28M | Sell |
12,072
-157
| -1% | -$16.6K | 0.88% | 37 |
|
|
2019
Q4 | $1.57M | Sell |
12,229
-287
| -2% | -$36.8K | 0.85% | 36 |
|
|
2019
Q3 | $1.74M | Sell |
12,516
-105
| -0.8% | -$14.6K | 1% | 32 |
|
|
2019
Q2 | $1.66M | Sell |
12,621
-209
| -2% | -$27.6K | 0.98% | 32 |
|
|
2019
Q1 | $1.73M | Buy |
12,830
+92
| +0.7% | +$12.4K | 1.08% | 29 |
|
|
2018
Q4 | $1.38M | Sell |
12,738
-571
| -4% | -$62K | 1.01% | 34 |
|
|
2018
Q3 | $1.92M | Sell |
13,309
-419
| -3% | -$60.6K | 1.32% | 24 |
|
|
2018
Q2 | $1.83M | Sell |
13,728
-161
| -1% | -$21.5K | 1.37% | 23 |
|
|
2018
Q1 | $2.03M | Sell |
13,889
-252
| -2% | -$36.7K | 1.61% | 20 |
|
|
2017
Q4 | $2.07M | Sell |
14,141
-444
| -3% | -$65.1K | 1.58% | 20 |
|
|
2017
Q3 | $2.02M | Hold |
14,585
| – | – | 1.65% | 17 |
|
|
2017
Q2 | $2.15M | Sell |
14,585
-430
| -3% | -$63.2K | 1.82% | 14 |
|
|
2017
Q1 | $2.5M | Buy |
15,015
+341
| +2% | +$56.8K | 2.16% | 11 |
|
|
2016
Q4 | $2.27M | Sell |
14,674
-363
| -2% | -$56.2K | 1.86% | 12 |
|
|
2016
Q3 | $2.28M | Buy |
15,037
+1,383
| +10% | +$210K | 1.9% | 11 |
|
|
2016
Q2 | $1.98M | Sell |
13,654
-224
| -2% | -$32.5K | 1.73% | 13 |
|
|
2016
Q1 | $2.01M | Sell |
13,878
-364
| -3% | -$52.7K | 1.82% | 11 |
|
|
2015
Q4 | $1.87M | Buy |
+14,242
| New | +$1.87M | 1.73% | 14 |
|