Plimoth Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.58M | Sell |
12,155
-215
| -2% | -$63.4K | 0.86% | 38 |
|
2025
Q1 | $3.08M | Sell |
12,370
-4,112
| -25% | -$1.02M | 0.8% | 44 |
|
2024
Q4 | $3.62M | Sell |
16,482
-300
| -2% | -$65.9K | 0.93% | 33 |
|
2024
Q3 | $3.71M | Buy |
16,782
+56
| +0.3% | +$12.4K | 0.93% | 36 |
|
2024
Q2 | $2.89M | Sell |
16,726
-223
| -1% | -$38.6K | 0.77% | 42 |
|
2024
Q1 | $3.24M | Sell |
16,949
-260
| -2% | -$49.7K | 0.86% | 42 |
|
2023
Q4 | $2.81M | Sell |
17,209
-99
| -0.6% | -$16.2K | 0.81% | 43 |
|
2023
Q3 | $2.43M | Buy |
17,308
+155
| +0.9% | +$21.7K | 0.76% | 44 |
|
2023
Q2 | $2.3M | Sell |
17,153
-445
| -3% | -$59.5K | 0.69% | 49 |
|
2023
Q1 | $2.31M | Buy |
17,598
+253
| +1% | +$33.2K | 0.72% | 52 |
|
2022
Q4 | $2.44M | Sell |
17,345
-310
| -2% | -$43.7K | 0.79% | 48 |
|
2022
Q3 | $2.1M | Buy |
17,655
+153
| +0.9% | +$18.2K | 0.73% | 48 |
|
2022
Q2 | $2.47M | Sell |
17,502
-420
| -2% | -$59.3K | 0.78% | 43 |
|
2022
Q1 | $2.33M | Buy |
17,922
+15
| +0.1% | +$1.95K | 0.62% | 58 |
|
2021
Q4 | $2.39M | Sell |
17,907
-1,901
| -10% | -$254K | 0.61% | 56 |
|
2021
Q3 | $2.63M | Sell |
19,808
-1,323
| -6% | -$176K | 0.74% | 47 |
|
2021
Q2 | $2.96M | Sell |
21,131
-5,843
| -22% | -$819K | 0.83% | 38 |
|
2021
Q1 | $3.44M | Sell |
26,974
-3,352
| -11% | -$427K | 1.01% | 30 |
|
2020
Q4 | $3.65M | Sell |
30,326
-925
| -3% | -$111K | 1.14% | 26 |
|
2020
Q3 | $3.64M | Sell |
31,251
-67
| -0.2% | -$7.79K | 1.22% | 22 |
|
2020
Q2 | $3.62M | Sell |
31,318
-2,320
| -7% | -$268K | 1.29% | 17 |
|
2020
Q1 | $3.57M | Sell |
33,638
-1,705
| -5% | -$181K | 1.5% | 15 |
|
2019
Q4 | $4.53M | Buy |
35,343
+1,459
| +4% | +$187K | 1.46% | 13 |
|
2019
Q3 | $4.71M | Buy |
33,884
+1,281
| +4% | +$178K | 1.54% | 13 |
|
2019
Q2 | $4.3M | Sell |
32,603
-429
| -1% | -$56.6K | 1.41% | 13 |
|
2019
Q1 | $4.46M | Buy |
33,032
+8,049
| +32% | +$1.09M | 1.48% | 15 |
|
2018
Q4 | $2.72M | Sell |
24,983
-708
| -3% | -$76.9K | 1% | 27 |
|
2018
Q3 | $3.71M | Sell |
25,691
-354
| -1% | -$51.2K | 1.2% | 20 |
|
2018
Q2 | $3.48M | Buy |
26,045
+679
| +3% | +$90.7K | 1.19% | 21 |
|
2018
Q1 | $3.72M | Buy |
25,366
+1,610
| +7% | +$236K | 1.29% | 18 |
|
2017
Q4 | $3.48M | Buy |
+23,756
| New | +$3.48M | 1.25% | 21 |
|