Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$266K Buy
+946
New +$238K 0.15% 99
2019
Q4
Sell
-2,622
Closed -$365K 76
2019
Q3
$365K Buy
+2,622
New +$354K 0.4% 60
2019
Q2
Sell
-7,637
Closed -$1.03M 75
2019
Q1
$1.03M Sell
7,637
-10,555
-58% -$1.35M 0.93% 37
2018
Q4
$1.98M Buy
18,192
+10,219
+128% +$1.23M 1.94% 21
2018
Q3
$1.15M Sell
7,973
-11,770
-60% -$1.64M 0.82% 37
2018
Q2
$2.64M Buy
+19,743
New +$2.75M 1.56% 18
2018
Q1
Sell
-25,811
Closed -$3.79M 100
2017
Q4
$3.79M Buy
+25,811
New +$3.75M 1.73% 22
2016
Q1
Sell
-19,957
Closed -$2.63M 72
2015
Q4
$2.63M Buy
+19,957
New +$2.68M 1.06% 30

Other funds holding IBM