Richard C. Young & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
64,583
+98
| +0.2% | +$28.9K | 1.88% | 22 |
|
|
2025
Q1 | $16M | Sell |
64,485
-1,249
| -2% | -$311K | 1.72% | 25 |
|
|
2024
Q4 | $14.5M | Buy |
65,734
+416
| +0.6% | +$91.4K | 1.57% | 32 |
|
|
2024
Q3 | $14.4M | Sell |
65,318
-297
| -0.5% | -$65.7K | 1.58% | 30 |
|
|
2024
Q2 | $11.3M | Buy |
65,615
+318
| +0.5% | +$55K | 1.38% | 36 |
|
|
2024
Q1 | $12.5M | Sell |
65,297
-552
| -0.8% | -$105K | 1.57% | 31 |
|
|
2023
Q4 | $10.8M | Sell |
65,849
-1,743
| -3% | -$285K | 1.44% | 38 |
|
|
2023
Q3 | $9.48M | Sell |
67,592
-688
| -1% | -$96.5K | 1.35% | 39 |
|
|
2023
Q2 | $9.14M | Sell |
68,280
-1,488
| -2% | -$199K | 1.26% | 40 |
|
|
2023
Q1 | $9.15M | Sell |
69,768
-6,468
| -8% | -$848K | 1.26% | 37 |
|
|
2022
Q4 | $10.7M | Sell |
76,236
-1,163
| -2% | -$164K | 1.43% | 33 |
|
|
2022
Q3 | $9.2M | Sell |
77,399
-150
| -0.2% | -$17.8K | 1.41% | 35 |
|
|
2022
Q2 | $10.9M | Sell |
77,549
-269
| -0.3% | -$38K | 1.42% | 29 |
|
|
2022
Q1 | $10.1M | Sell |
77,818
-1,559
| -2% | -$203K | 1.29% | 35 |
|
|
2021
Q4 | $10.6M | Sell |
79,377
-14,958
| -16% | -$2M | 1.34% | 32 |
|
|
2021
Q3 | $12.5M | Sell |
94,335
-310
| -0.3% | -$41.2K | 1.72% | 23 |
|
|
2021
Q2 | $13.3M | Buy |
94,645
+3,601
| +4% | +$505K | 1.69% | 23 |
|
|
2021
Q1 | $11.6M | Buy |
91,044
+7,227
| +9% | +$921K | 1.54% | 27 |
|
|
2020
Q4 | $10.1M | Buy |
83,817
+6,491
| +8% | +$781K | 1.54% | 31 |
|
|
2020
Q3 | $8.99M | Buy |
77,326
+6,082
| +9% | +$707K | 1.45% | 31 |
|
|
2020
Q2 | $8.23M | Buy |
71,244
+1,230
| +2% | +$142K | 1.37% | 32 |
|
|
2020
Q1 | $7.43M | Buy |
70,014
+2,316
| +3% | +$246K | 1.44% | 32 |
|
|
2019
Q4 | $8.68M | Buy |
67,698
+2,914
| +4% | +$373K | 1.45% | 35 |
|
|
2019
Q3 | $9.01M | Buy |
64,784
+1,564
| +2% | +$217K | 1.62% | 29 |
|
|
2019
Q2 | $8.34M | Buy |
63,220
+18,446
| +41% | +$2.43M | 1.58% | 29 |
|
|
2019
Q1 | $6.04M | Buy |
44,774
+32,173
| +255% | +$4.34M | 1.15% | 41 |
|
|
2018
Q4 | $1.37M | Sell |
12,601
-20,111
| -61% | -$2.18M | 0.29% | 61 |
|
|
2018
Q3 | $4.73M | Buy |
32,712
+954
| +3% | +$138K | 0.9% | 43 |
|
|
2018
Q2 | $4.24M | Buy |
31,758
+67
| +0.2% | +$8.95K | 0.85% | 42 |
|
|
2018
Q1 | $4.65M | Buy |
31,691
+1,701
| +6% | +$249K | 0.92% | 40 |
|
|
2017
Q4 | $4.4M | Buy |
29,990
+1,939
| +7% | +$284K | 0.83% | 41 |
|
|
2017
Q3 | $3.89M | Buy |
28,051
+1,558
| +6% | +$216K | 0.74% | 43 |
|
|
2017
Q2 | $3.9M | Buy |
26,493
+1,041
| +4% | +$153K | 0.76% | 44 |
|
|
2017
Q1 | $4.24M | Buy |
+25,452
| New | +$4.24M | 0.84% | 44 |
|