Romano Brothers & 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 | $10M | Sell |
33,973
-2,004
| -6% | -$591K | 1.24% | 15 |
|
2025
Q1 | $8.95M | Sell |
35,977
-119
| -0.3% | -$29.6K | 1.16% | 17 |
|
2024
Q4 | $7.93M | Sell |
36,096
-497
| -1% | -$109K | 1% | 20 |
|
2024
Q3 | $8.09M | Buy |
36,593
+1,253
| +4% | +$277K | 1.01% | 17 |
|
2024
Q2 | $6.11M | Sell |
35,340
-1,736
| -5% | -$300K | 0.85% | 30 |
|
2024
Q1 | $7.08M | Buy |
37,076
+5
| +0% | +$955 | 0.97% | 21 |
|
2023
Q4 | $6.06M | Sell |
37,071
-431
| -1% | -$70.5K | 0.9% | 23 |
|
2023
Q3 | $5.26M | Sell |
37,502
-436
| -1% | -$61.2K | 0.82% | 32 |
|
2023
Q2 | $5.08M | Sell |
37,938
-1,214
| -3% | -$162K | 0.76% | 35 |
|
2023
Q1 | $5.11M | Sell |
39,152
-984
| -2% | -$128K | 0.79% | 33 |
|
2022
Q4 | $5.66M | Sell |
40,136
-600
| -1% | -$84.5K | 0.86% | 27 |
|
2022
Q3 | $4.84M | Buy |
+40,736
| New | +$4.84M | 0.78% | 39 |
|