Rational Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
2,370
-390
| -14% | -$115K | 0.07% | 91 |
|
|
2025
Q1 | $686K | Sell |
2,760
-1,593
| -37% | -$396K | 0.07% | 93 |
|
|
2024
Q4 | $957K | Sell |
4,353
-1,998
| -31% | -$439K | 0.09% | 72 |
|
|
2024
Q3 | $1.4M | Buy |
6,351
+5,149
| +428% | +$1.14M | 0.14% | 77 |
|
|
2024
Q2 | $208K | Sell |
1,202
-880
| -42% | -$152K | 0.02% | 112 |
|
|
2024
Q1 | $398K | Sell |
2,082
-1,111
| -35% | -$212K | 0.04% | 99 |
|
|
2023
Q4 | $522K | Buy |
3,193
+1,446
| +83% | +$236K | 0.05% | 87 |
|
|
2023
Q3 | $245K | Buy |
+1,747
| New | +$245K | 0.02% | 106 |
|
|
2020
Q4 | – | Sell |
-8,282
| Closed | -$963K | – | 394 |
|
|
2020
Q3 | $963K | Buy |
8,282
+2,699
| +48% | +$314K | 0.41% | 97 |
|
|
2020
Q2 | $645K | Buy |
+5,583
| New | +$645K | 0.33% | 99 |
|
|
2020
Q1 | – | Sell |
-3,890
| Closed | -$498K | – | 333 |
|
|
2019
Q4 | $498K | Buy |
3,890
+840
| +28% | +$108K | 0.23% | 123 |
|
|
2019
Q3 | $425K | Sell |
3,050
-518
| -15% | -$72.2K | 0.16% | 146 |
|
|
2019
Q2 | $470K | Sell |
3,568
-1,304
| -27% | -$172K | 0.17% | 148 |
|
|
2019
Q1 | $657K | Sell |
4,872
-3,254
| -40% | -$439K | 0.18% | 130 |
|
|
2018
Q4 | $884K | Buy |
8,126
+4,438
| +120% | +$483K | 0.28% | 80 |
|
|
2018
Q3 | $533K | Sell |
3,688
-6,939
| -65% | -$1M | 0.13% | 149 |
|
|
2018
Q2 | $1.42M | Buy |
10,627
+4,979
| +88% | +$665K | 0.67% | 55 |
|
|
2018
Q1 | $829K | Sell |
5,648
-3,661
| -39% | -$537K | 0.39% | 96 |
|
|
2017
Q4 | $1.37M | Buy |
9,309
+4,288
| +85% | +$629K | 0.71% | 47 |
|
|
2017
Q3 | $696K | Buy |
5,021
+3,347
| +200% | +$464K | 0.37% | 88 |
|
|
2017
Q2 | $246K | Buy |
+1,674
| New | +$246K | 0.15% | 164 |
|
|
2016
Q2 | – | Sell |
-18,540
| Closed | -$2.68M | – | 229 |
|
|
2016
Q1 | $2.68M | Buy |
+18,540
| New | +$2.68M | 1.76% | 10 |
|
|
2015
Q3 | $1.52M | Hold |
10,983
| – | – | 0.61% | 66 |
|
|
2015
Q2 | $1.71M | Sell |
10,983
-2,877
| -21% | -$447K | 0.55% | 68 |
|
|
2015
Q1 | $2.13M | Hold |
13,860
| – | – | 0.51% | 65 |
|
|
2014
Q4 | $2.13M | Buy |
+13,860
| New | +$2.13M | 0.42% | 80 |
|
|
2013
Q4 | $2.38M | Sell |
13,279
-34
| -0.3% | -$6.1K | 0.2% | 162 |
|
|
2013
Q3 | $2.36M | Hold |
13,313
| – | – | 0.18% | 175 |
|
|
2013
Q2 | $2.43M | Buy |
+13,313
| New | +$2.43M | 0.2% | 165 |
|