Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$157K Buy
535
+4
+0.8% +$1.03K 0.02% 139
2025
Q1
$132K Sell
531
-39
-7% -$9.54K 0.01% 141
2024
Q4
$125K Hold
570
0.01% 145
2024
Q3
$125K Hold
570
0.01% 143
2024
Q2
$98K Sell
570
-4
-0.7% -$695 0.01% 162
2024
Q1
$110K Buy
574
+1
+0.2% +$182 0.01% 138
2023
Q4
$94K Hold
573
0.01% 142
2023
Q3
$80K Sell
573
-111
-16% -$15.8K 0.01% 145
2023
Q2
$91K Hold
684
0.01% 159
2023
Q1
$89K Hold
684
0.01% 146
2022
Q4
$96K Buy
684
+400
+141% +$55.2K 0.01% 139
2022
Q3
$34K Hold
284
0.01% 205
2022
Q2
$40K Hold
284
0.01% 206
2022
Q1
$37K Buy
284
+111
+64% +$14.5K 0.01% 228
2021
Q4
$23K Sell
173
-718
-81% -$90.1K ﹤0.01% 276
2021
Q3
$118K Buy
891
+8
+0.9% +$1.07K 0.02% 126
2021
Q2
$124K Sell
883
-17
-2% -$2.33K 0.02% 118
2021
Q1
$115K Sell
900
-136
-13% -$16.3K 0.02% 121
2020
Q4
$125K Sell
1,036
-500
-33% -$57.8K 0.02% 106
2020
Q3
$179K Buy
1,536
+18
+1% +$2.12K 0.04% 81
2020
Q2
$175K Buy
1,518
+17
+1% +$1.97K 0.04% 83
2020
Q1
$159K Buy
+1,501
New +$190K 0.04% 84
2019
Q4
Sell
-1,469
Closed -$204K 87
2019
Q3
$204K Buy
+1,469
New +$198K 0.05% 83
2018
Q2
Sell
-1,485
Closed -$218K 55
2018
Q1
$218K Buy
1,485
+10
+0.7% +$1.51K 0.05% 65
2017
Q4
$216K Buy
+1,475
New +$214K 0.06% 66

Other funds holding IBM