Roffman Miller Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
6,947
+62
| +0.9% | +$18.3K | 0.12% | 60 |
|
|
2025
Q1 | $1.71M | Sell |
6,885
-304
| -4% | -$75.6K | 0.11% | 62 |
|
|
2024
Q4 | $1.58M | Sell |
7,189
-425
| -6% | -$93.4K | 0.1% | 63 |
|
|
2024
Q3 | $1.68M | Buy |
7,614
+1,222
| +19% | +$270K | 0.1% | 63 |
|
|
2024
Q2 | $1.11M | Buy |
6,392
+613
| +11% | +$106K | 0.07% | 64 |
|
|
2024
Q1 | $1.1M | Sell |
5,779
-317
| -5% | -$60.5K | 0.07% | 64 |
|
|
2023
Q4 | $997K | Sell |
6,096
-14
| -0.2% | -$2.29K | 0.07% | 64 |
|
|
2023
Q3 | $857K | Buy |
6,110
+770
| +14% | +$108K | 0.07% | 67 |
|
|
2023
Q2 | $715K | Sell |
5,340
-49
| -0.9% | -$6.56K | 0.05% | 64 |
|
|
2023
Q1 | $706K | Sell |
5,389
-570
| -10% | -$74.7K | 0.06% | 66 |
|
|
2022
Q4 | $840K | Sell |
5,959
-24
| -0.4% | -$3.38K | 0.07% | 65 |
|
|
2022
Q3 | $711K | Buy |
5,983
+56
| +0.9% | +$6.66K | 0.06% | 65 |
|
|
2022
Q2 | $837K | Sell |
5,927
-389
| -6% | -$54.9K | 0.07% | 64 |
|
|
2022
Q1 | $821K | Sell |
6,316
-280
| -4% | -$36.4K | 0.06% | 66 |
|
|
2021
Q4 | $882K | Sell |
6,596
-505
| -7% | -$67.5K | 0.06% | 66 |
|
|
2021
Q3 | $943K | Sell |
7,101
-481
| -6% | -$63.9K | 0.07% | 64 |
|
|
2021
Q2 | $1.06M | Sell |
7,582
-662
| -8% | -$92.8K | 0.08% | 62 |
|
|
2021
Q1 | $1.05M | Buy |
8,244
+384
| +5% | +$48.9K | 0.09% | 60 |
|
|
2020
Q4 | $946K | Sell |
7,860
-2,421
| -24% | -$291K | 0.08% | 61 |
|
|
2020
Q3 | $1.2M | Sell |
10,281
-1,003
| -9% | -$117K | 0.12% | 59 |
|
|
2020
Q2 | $1.3M | Buy |
11,284
+5,237
| +87% | +$605K | 0.13% | 64 |
|
|
2020
Q1 | $641K | Buy |
6,047
+53
| +0.9% | +$5.62K | 0.08% | 65 |
|
|
2019
Q4 | $768K | Sell |
5,994
-42
| -0.7% | -$5.38K | 0.08% | 65 |
|
|
2019
Q3 | $839K | Buy |
6,036
+113
| +2% | +$15.7K | 0.09% | 63 |
|
|
2019
Q2 | $781K | Sell |
5,923
-772
| -12% | -$102K | 0.08% | 58 |
|
|
2019
Q1 | $896K | Buy |
6,695
+69
| +1% | +$9.23K | 0.1% | 56 |
|
|
2018
Q4 | $720K | Sell |
6,626
-15,884
| -71% | -$1.73M | 0.09% | 60 |
|
|
2018
Q3 | $3.25M | Sell |
22,510
-9,372
| -29% | -$1.35M | 0.36% | 43 |
|
|
2018
Q2 | $4.26M | Sell |
31,882
-8,784
| -22% | -$1.17M | 0.52% | 42 |
|
|
2018
Q1 | $5.97M | Sell |
40,666
-2,405
| -6% | -$353K | 0.76% | 38 |
|
|
2017
Q4 | $6.32M | Sell |
43,071
-12,537
| -23% | -$1.84M | 0.78% | 39 |
|
|
2017
Q3 | $7.71M | Sell |
55,608
-48,577
| -47% | -$6.74M | 1.02% | 38 |
|
|
2017
Q2 | $15.3M | Buy |
104,185
+5,011
| +5% | +$737K | 2.1% | 25 |
|
|
2017
Q1 | $16.5M | Buy |
99,174
+3,349
| +3% | +$558K | 2.34% | 22 |
|
|
2016
Q4 | $15.2M | Buy |
95,825
+1,391
| +1% | +$221K | 2.29% | 24 |
|
|
2016
Q3 | $14.3M | Buy |
94,434
+698
| +0.7% | +$106K | 2.32% | 21 |
|
|
2016
Q2 | $13.6M | Buy |
93,736
+6,362
| +7% | +$923K | 2.23% | 23 |
|
|
2016
Q1 | $12.7M | Buy |
87,374
+3,350
| +4% | +$485K | 2.17% | 25 |
|
|
2015
Q4 | $11.1M | Buy |
84,024
+5,800
| +7% | +$763K | 2.02% | 26 |
|
|
2015
Q3 | $10.8M | Buy |
78,224
+3,835
| +5% | +$531K | 2.13% | 24 |
|
|
2015
Q2 | $11.6M | Buy |
74,389
+757
| +1% | +$118K | 2.2% | 19 |
|
|
2015
Q1 | $11.3M | Buy |
73,632
+1,024
| +1% | +$157K | 2.16% | 21 |
|
|
2014
Q4 | $11.1M | Buy |
72,608
+1,592
| +2% | +$244K | 2.17% | 20 |
|
|
2014
Q3 | $12.9M | Buy |
71,016
+1,126
| +2% | +$204K | 2.64% | 13 |
|
|
2014
Q2 | $12.1M | Buy |
69,890
+1,646
| +2% | +$285K | 2.55% | 13 |
|
|
2014
Q1 | $12.6M | Buy |
68,244
+1,062
| +2% | +$195K | 2.79% | 11 |
|
|
2013
Q4 | $12M | Buy |
67,182
+2,254
| +3% | +$404K | 2.77% | 9 |
|
|
2013
Q3 | $11.5M | Buy |
64,928
+3,122
| +5% | +$553K | 2.9% | 4 |
|
|
2013
Q2 | $11.3M | Buy |
+61,806
| New | +$11.3M | 3.01% | 3 |
|