Progressive Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Sell |
2,149
-15
| -0.7% | -$4.42K | 0.16% | 39 |
|
|
2025
Q1 | $538K | Buy |
2,164
+15
| +0.7% | +$3.73K | 0.15% | 39 |
|
|
2024
Q4 | $472K | Hold |
2,149
| – | – | 0.12% | 42 |
|
|
2024
Q3 | $475K | Hold |
2,149
| – | – | 0.12% | 43 |
|
|
2024
Q2 | $372K | Hold |
2,149
| – | – | 0.1% | 44 |
|
|
2024
Q1 | $410K | Hold |
2,149
| – | – | 0.11% | 43 |
|
|
2023
Q4 | $351K | Hold |
2,149
| – | – | 0.1% | 42 |
|
|
2023
Q3 | $302K | Hold |
2,149
| – | – | 0.1% | 44 |
|
|
2023
Q2 | $288K | Hold |
2,149
| – | – | 0.09% | 44 |
|
|
2023
Q1 | $282K | Sell |
2,149
-195
| -8% | -$25.6K | 0.09% | 46 |
|
|
2022
Q4 | $330K | Hold |
2,344
| – | – | 0.13% | 41 |
|
|
2022
Q3 | $278K | Buy |
2,344
+195
| +9% | +$23.1K | 0.11% | 42 |
|
|
2022
Q2 | $303K | Hold |
2,149
| – | – | 0.12% | 41 |
|
|
2022
Q1 | $279K | Hold |
2,149
| – | – | 0.09% | 46 |
|
|
2021
Q4 | $287K | Sell |
2,149
-99
| -4% | -$13.2K | 0.08% | 49 |
|
|
2021
Q3 | $299K | Hold |
2,248
| – | – | 0.09% | 45 |
|
|
2021
Q2 | $315K | Hold |
2,248
| – | – | 0.1% | 39 |
|
|
2021
Q1 | $286K | Buy |
+2,248
| New | +$286K | 0.1% | 39 |
|
|
2020
Q1 | – | Sell |
-2,588
| Closed | -$332K | – | 35 |
|
|
2019
Q4 | $332K | Buy |
2,588
+628
| +32% | +$80.6K | 0.16% | 35 |
|
|
2019
Q3 | $273K | Hold |
1,960
| – | – | 0.15% | 37 |
|
|
2019
Q2 | $258K | Buy |
1,960
+52
| +3% | +$6.85K | 0.14% | 37 |
|
|
2019
Q1 | $257K | Sell |
1,908
-198
| -9% | -$26.7K | 0.15% | 35 |
|
|
2018
Q4 | $229K | Hold |
2,106
| – | – | 0.16% | 35 |
|
|
2018
Q3 | $304K | Sell |
2,106
-852
| -29% | -$123K | 0.18% | 34 |
|
|
2018
Q2 | $395K | Sell |
2,958
-198
| -6% | -$26.4K | 0.25% | 35 |
|
|
2018
Q1 | $463K | Sell |
3,156
-14,530
| -82% | -$2.13M | 0.31% | 35 |
|
|
2017
Q4 | $2.59M | Sell |
17,686
-551
| -3% | -$80.8K | 1.74% | 30 |
|
|
2017
Q3 | $2.53M | Sell |
18,237
-205
| -1% | -$28.4K | 1.91% | 29 |
|
|
2017
Q2 | $2.71M | Sell |
18,442
-269
| -1% | -$39.6K | 2.11% | 28 |
|
|
2017
Q1 | $3.12M | Sell |
18,711
-297
| -2% | -$49.4K | 2.6% | 17 |
|
|
2016
Q4 | $3.02M | Buy |
19,008
+228
| +1% | +$36.2K | 2.76% | 11 |
|
|
2016
Q3 | $2.85M | Buy |
18,780
+159
| +0.9% | +$24.1K | 2.65% | 12 |
|
|
2016
Q2 | $2.7M | Buy |
18,621
+457
| +3% | +$66.3K | 2.62% | 12 |
|
|
2016
Q1 | $2.63M | Sell |
18,164
-173
| -0.9% | -$25K | 2.67% | 10 |
|
|
2015
Q4 | $2.41M | Buy |
18,337
+172
| +0.9% | +$22.6K | 2.58% | 12 |
|
|
2015
Q3 | $2.52M | Buy |
18,165
+752
| +4% | +$104K | 2.91% | 8 |
|
|
2015
Q2 | $2.7M | Buy |
17,413
+13,776
| +379% | +$2.13M | 2.97% | 8 |
|
|
2015
Q1 | $558K | Sell |
3,637
-40,218
| -92% | -$6.17M | 1.93% | 27 |
|
|
2014
Q4 | $6.73M | Buy |
43,855
+5,866
| +15% | +$900K | 2.31% | 24 |
|
|
2014
Q3 | $6.89M | Buy |
+37,989
| New | +$6.89M | 2.39% | 23 |
|