Raab & Moskowitz Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $411K | Sell |
1,697
-27
| -2% | -$7.31K | 0.09% | 147 |
|
|
2025
Q4 | $511K | Buy |
1,724
+65
| +4% | +$19.5K | 0.11% | 136 |
|
|
2025
Q3 | $468K | Buy |
1,659
+53
| +3% | +$13.9K | 0.1% | 138 |
|
|
2025
Q2 | $473K | Sell |
1,606
-4
| -0.2% | -$1.03K | 0.11% | 135 |
|
|
2025
Q1 | $400K | Buy |
1,610
+25
| +2% | +$6.12K | 0.1% | 141 |
|
|
2024
Q4 | $348K | Sell |
1,585
-41
| -3% | -$9.13K | 0.09% | 145 |
|
|
2024
Q3 | $359K | Buy |
1,626
+22
| +1% | +$4.31K | 0.09% | 143 |
|
|
2024
Q2 | $277K | Sell |
1,604
-39
| -2% | -$6.78K | 0.08% | 149 |
|
|
2024
Q1 | $314K | Buy |
1,643
+223
| +16% | +$40.7K | 0.09% | 145 |
|
|
2023
Q4 | $232K | Sell |
1,420
-90
| -6% | -$13.6K | 0.07% | 156 |
|
|
2023
Q3 | $212K | Buy |
+1,510
| New | +$215K | 0.07% | 156 |
|
|
2023
Q1 | – | Sell |
-1,489
| Closed | -$210K | – | 164 |
|
|
2022
Q4 | $210K | Buy |
+1,489
| New | +$205K | 0.08% | 148 |
|
|
2022
Q3 | – | Sell |
-1,488
| Closed | -$210K | – | 157 |
|
|
2022
Q2 | $210K | Buy |
+1,488
| New | +$201K | 0.08% | 155 |
|
|
2021
Q3 | – | Sell |
-1,448
| Closed | -$203K | – | 162 |
|
|
2021
Q2 | $203K | Buy |
+1,448
| New | +$198K | 0.07% | 159 |
|
|
2020
Q1 | – | Sell |
-1,590
| Closed | -$203K | – | 305 |
|
|
2019
Q4 | $203K | Hold |
1,590
| – | – | 0.08% | 159 |
|
|
2019
Q3 | $221K | Hold |
1,590
| – | – | 0.1% | 146 |
|
|
2019
Q2 | $209K | Buy |
1,590
+94
| +6% | +$12.3K | 0.09% | 150 |
|
|
2019
Q1 | $201K | Buy |
+1,496
| New | +$191K | 0.09% | 158 |
|
|
2018
Q4 | – | Sell |
-1,729
| Closed | -$250K | – | 316 |
|
|
2018
Q3 | $250K | Buy |
+1,729
| New | +$242K | 0.1% | 144 |
|
|
2018
Q2 | – | Sell |
-1,380
| Closed | -$202K | – | 166 |
|
|
2018
Q1 | $202K | Sell |
1,380
-73
| -5% | -$11K | 0.1% | 157 |
|
|
2017
Q4 | $213K | Hold |
1,453
| – | – | 0.1% | 141 |
|
|
2017
Q3 | $214K | Buy |
+1,453
| New | +$202K | 0.1% | 136 |
|
|
2017
Q2 | – | Sell |
-1,599
| Closed | -$266K | – | 144 |
|
|
2017
Q1 | $266K | Sell |
1,599
-75
| -4% | -$12.6K | 0.14% | 122 |
|
|
2016
Q4 | $265K | Buy |
1,674
+331
| +25% | +$50.4K | 0.14% | 126 |
|
|
2016
Q3 | $204K | Buy |
+1,343
| New | +$204K | 0.12% | 134 |
|
|
2015
Q4 | – | Sell |
-1,463
| Closed | -$202K | – | 128 |
|
|
2015
Q3 | $202K | Buy |
+1,463
| New | +$216K | 0.13% | 115 |
|
|
2015
Q1 | – | Sell |
-1,977
| Closed | -$303K | – | 233 |
|
|
2014
Q4 | $303K | Sell |
1,977
-8,483
| -81% | -$1.35M | 0.17% | 101 |
|
|
2014
Q3 | $1.9M | Buy |
10,460
+813
| +8% | +$148K | 0.92% | 37 |
|
|
2014
Q2 | $1.67M | Sell |
9,647
-3,616
| -27% | -$651K | 0.8% | 42 |
|
|
2014
Q1 | $2.44M | Sell |
13,263
-595
| -4% | -$105K | 1.35% | 21 |
|
|
2013
Q4 | $2.39M | Buy |
+13,858
| New | +$2.39M | 1.37% | 19 |
|
Other funds holding IBM
VCM
VPM
