Roble Belko & Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
9,981
-312
| -3% | -$92K | 0.43% | 33 |
|
|
2025
Q1 | $2.56M | Buy |
10,293
+334
| +3% | +$83.1K | 0.41% | 35 |
|
|
2024
Q4 | $2.19M | Buy |
9,959
+25
| +0.3% | +$5.5K | 0.35% | 35 |
|
|
2024
Q3 | $2.2M | Sell |
9,934
-1,025
| -9% | -$227K | 0.35% | 37 |
|
|
2024
Q2 | $1.9M | Hold |
10,959
| – | – | 0.32% | 39 |
|
|
2024
Q1 | $2.09M | Buy |
10,959
+10,705
| +4,215% | +$2.04M | 0.36% | 36 |
|
|
2023
Q4 | $42K | Hold |
254
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $36K | Hold |
254
| – | – | 0.01% | 156 |
|
|
2023
Q2 | $34K | Sell |
254
-348
| -58% | -$46.6K | 0.01% | 158 |
|
|
2023
Q1 | $79K | Sell |
602
-1,106
| -65% | -$145K | 0.02% | 132 |
|
|
2022
Q4 | $241K | Sell |
1,708
-59
| -3% | -$8.33K | 0.05% | 86 |
|
|
2022
Q3 | $210K | Sell |
1,767
-157
| -8% | -$18.7K | 0.05% | 89 |
|
|
2022
Q2 | $272K | Sell |
1,924
-184
| -9% | -$26K | 0.06% | 77 |
|
|
2022
Q1 | $274K | Sell |
2,108
-4,116
| -66% | -$535K | 0.05% | 80 |
|
|
2021
Q4 | $832K | Sell |
6,224
-2,516
| -29% | -$336K | 0.16% | 48 |
|
|
2021
Q3 | $1.16M | Sell |
8,740
-2,245
| -20% | -$298K | 0.24% | 40 |
|
|
2021
Q2 | $1.54M | Sell |
10,985
-38
| -0.3% | -$5.32K | 0.35% | 38 |
|
|
2021
Q1 | $1.4M | Buy |
11,023
+132
| +1% | +$16.8K | 0.34% | 39 |
|
|
2020
Q4 | $1.31M | Buy |
10,891
+90
| +0.8% | +$10.8K | 0.34% | 38 |
|
|
2020
Q3 | $1.26M | Sell |
10,801
-900
| -8% | -$105K | 0.37% | 37 |
|
|
2020
Q2 | $1.35M | Sell |
11,701
-1,011
| -8% | -$117K | 0.41% | 37 |
|
|
2020
Q1 | $1.35M | Buy |
12,712
+10,425
| +456% | +$1.11M | 0.44% | 36 |
|
|
2019
Q4 | $293K | Hold |
2,287
| – | – | 0.08% | 72 |
|
|
2019
Q3 | $318K | Buy |
2,287
+1,315
| +135% | +$183K | 0.09% | 63 |
|
|
2019
Q2 | $128K | Hold |
972
| – | – | 0.04% | 108 |
|
|
2019
Q1 | $131K | Buy |
972
+464
| +91% | +$62.5K | 0.04% | 86 |
|
|
2018
Q4 | $55K | Hold |
508
| – | – | 0.02% | 110 |
|
|
2018
Q3 | $73K | Hold |
508
| – | – | 0.03% | 90 |
|
|
2018
Q2 | $68K | Hold |
508
| – | – | 0.03% | 96 |
|
|
2018
Q1 | $75K | Hold |
508
| – | – | 0.03% | 99 |
|
|
2017
Q4 | $75K | Hold |
508
| – | – | 0.03% | 93 |
|
|
2017
Q3 | $71K | Hold |
508
| – | – | 0.03% | 86 |
|
|
2017
Q2 | $75K | Sell |
508
-197
| -28% | -$29.1K | 0.04% | 85 |
|
|
2017
Q1 | $117K | Hold |
705
| – | – | 0.06% | 63 |
|
|
2016
Q4 | $112K | Hold |
705
| – | – | 0.06% | 68 |
|
|
2016
Q3 | $107K | Hold |
705
| – | – | 0.06% | 70 |
|
|
2016
Q2 | $102K | Buy |
705
+20
| +3% | +$2.89K | 0.06% | 77 |
|
|
2016
Q1 | $99K | Buy |
685
+144
| +27% | +$20.8K | 0.06% | 65 |
|
|
2015
Q4 | $71K | Buy |
541
+53
| +11% | +$6.96K | 0.04% | 75 |
|
|
2015
Q3 | $68K | Sell |
488
-107
| -18% | -$14.9K | 0.04% | 75 |
|
|
2015
Q2 | $92K | Buy |
595
+107
| +22% | +$16.5K | 0.05% | 73 |
|
|
2015
Q1 | $75K | Buy |
+488
| New | +$75K | 0.04% | 75 |
|