Ridgewood Investments’s IBM IBM Stock Holding History

Ridgewood Investments’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$388K	Sell	1,316 -2,032	-61%	-$599K	0.17%	140
2025 Q1	$833K	Sell	3,348 -1,325	-28%	-$329K	0.39%	77
2024 Q4	$1.03M	Sell	4,673 -1,177	-20%	-$259K	0.5%	64
2024 Q3	$1.29M	Sell	5,850 -1,222	-17%	-$270K	0.65%	42
2024 Q2	$1.22M	Sell	7,072 -84	-1%	-$14.5K	0.61%	43
2024 Q1	$1.37M	Sell	7,156 -1,185	-14%	-$226K	0.72%	39
2023 Q4	$1.36M	Sell	8,341 -1,581	-16%	-$259K	0.81%	29
2023 Q3	$1.39M	Sell	9,922 -955	-9%	-$134K	0.91%	24
2023 Q2	$1.46M	Buy	10,877 +1,158	+12%	+$155K	0.83%	19
2023 Q1	$1.27M	Buy	9,719 +496	+5%	+$65K	0.78%	24
2022 Q4	$1.3M	Buy	9,223 +20	+0.2%	+$2.82K	0.92%	18
2022 Q3	$1.09M	Buy	9,203 +2,341	+34%	+$278K	0.91%	22
2022 Q2	$969K	Buy	6,862 +213	+3%	+$30.1K	0.76%	35
2022 Q1	$864K	Buy	6,649 +538	+9%	+$69.9K	0.57%	52
2021 Q4	$817K	Buy	6,111 +571	+10%	+$76.3K	0.52%	65
2021 Q3	$770K	Sell	5,540 -66	-1%	-$9.17K	0.52%	63
2021 Q2	$822K	Sell	5,606 -466	-8%	-$68.3K	0.53%	65
2021 Q1	$809K	Buy	6,072 +247	+4%	+$32.9K	0.5%	70
2020 Q4	$709K	Hold	5,825	–	–	0.56%	53
2020 Q3	$709K	Buy	5,825 +142	+2%	+$17.3K	0.56%	54
2020 Q2	$686K	Buy	5,683 +1,042	+22%	+$126K	0.57%	50
2020 Q1	$515K	Sell	4,641 -3,543	-43%	-$393K	0.52%	59
2019 Q4	$1.1M	Buy	8,184 +2,009	+33%	+$269K	0.78%	27
2019 Q3	$898K	Sell	6,175 -9	-0.1%	-$1.31K	0.7%	37
2019 Q2	$853K	Buy	6,184 +190	+3%	+$26.2K	0.67%	36
2019 Q1	$846K	Sell	5,994 -371	-6%	-$52.4K	0.7%	36
2018 Q4	$962K	Hold	6,365	–	–	0.77%	31
2018 Q3	$962K	Sell	6,365 -200	-3%	-$30.2K	0.77%	31
2018 Q2	$917K	Sell	6,565 -119	-2%	-$16.6K	0.82%	29
2018 Q1	$1.03M	Sell	6,684 -46	-0.7%	-$7.06K	0.94%	18
2017 Q4	$1.03M	Buy	6,730 +155	+2%	+$23.8K	0.92%	20
2017 Q3	$954K	Buy	6,575 +740	+13%	+$107K	0.91%	22
2017 Q2	$898K	Buy	5,835 +453	+8%	+$69.7K	0.9%	22
2017 Q1	$937K	Sell	5,382 -112	-2%	-$19.5K	1.01%	21
2016 Q4	$912K	Buy	+5,494	New	+$912K	1.07%	20