Rice Partnership’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,651
| Closed | -$363K | – | 167 |
|
|
2024
Q4 | $363K | Sell |
1,651
-65
| -4% | -$14.3K | 0.07% | 79 |
|
|
2024
Q3 | $379K | Sell |
1,716
-22
| -1% | -$4.87K | 0.08% | 77 |
|
|
2024
Q2 | $301K | Sell |
1,738
-11
| -0.6% | -$1.9K | 0.07% | 82 |
|
|
2024
Q1 | $334K | Buy |
1,749
+296
| +20% | +$56.5K | 0.08% | 76 |
|
|
2023
Q4 | $238K | Sell |
1,453
-395
| -21% | -$64.6K | 0.06% | 87 |
|
|
2023
Q3 | $259K | Sell |
1,848
-277
| -13% | -$38.9K | 0.07% | 88 |
|
|
2023
Q2 | $284K | Sell |
2,125
-52,145
| -96% | -$6.98M | 0.08% | 89 |
|
|
2023
Q1 | $7.11M | Buy |
54,270
+531
| +1% | +$69.6K | 2.14% | 14 |
|
|
2022
Q4 | $7.57M | Buy |
53,739
+22,810
| +74% | +$3.21M | 2.39% | 14 |
|
|
2022
Q3 | $3.68M | Buy |
30,929
+11,265
| +57% | +$1.34M | 1.18% | 32 |
|
|
2022
Q2 | $2.78M | Buy |
19,664
+13,924
| +243% | +$1.97M | 0.97% | 32 |
|
|
2022
Q1 | $746K | Buy |
+5,740
| New | +$746K | 0.22% | 60 |
|