Rowlandmiller & Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
2,943
-140
| -5% | -$41.3K | 0.18% | 86 |
|
|
2025
Q1 | $767K | Buy |
3,083
+690
| +29% | +$172K | 0.16% | 90 |
|
|
2024
Q4 | $526K | Hold |
2,393
| – | – | 0.11% | 96 |
|
|
2024
Q3 | $529K | Buy |
2,393
+40
| +2% | +$8.84K | 0.11% | 99 |
|
|
2024
Q2 | $407K | Buy |
2,353
+60
| +3% | +$10.4K | 0.09% | 107 |
|
|
2024
Q1 | $438K | Sell |
2,293
-52
| -2% | -$9.93K | 0.09% | 106 |
|
|
2023
Q4 | $384K | Hold |
2,345
| – | – | 0.09% | 112 |
|
|
2023
Q3 | $329K | Sell |
2,345
-50
| -2% | -$7.02K | 0.08% | 117 |
|
|
2023
Q2 | $320K | Hold |
2,395
| – | – | 0.08% | 118 |
|
|
2023
Q1 | $314K | Buy |
2,395
+100
| +4% | +$13.1K | 0.08% | 120 |
|
|
2022
Q4 | $325K | Hold |
2,295
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $273K | Sell |
2,295
-34
| -1% | -$4.04K | 0.07% | 123 |
|
|
2022
Q2 | $329K | Hold |
2,329
| – | – | 0.08% | 113 |
|
|
2022
Q1 | $303K | Hold |
2,329
| – | – | 0.07% | 123 |
|
|
2021
Q4 | $311K | Sell |
2,329
-107
| -4% | -$14.3K | 0.07% | 127 |
|
|
2021
Q3 | $281K | Hold |
2,436
| – | – | 0.1% | 101 |
|
|
2021
Q2 | $342K | Hold |
2,436
| – | – | 0.08% | 115 |
|
|
2021
Q1 | $310K | Hold |
2,436
| – | – | 0.08% | 118 |
|
|
2020
Q4 | $293K | Hold |
2,436
| – | – | 0.08% | 118 |
|
|
2020
Q3 | $258K | Hold |
2,436
| – | – | 0.1% | 95 |
|
|
2020
Q2 | $281K | Hold |
2,436
| – | – | 0.1% | 101 |
|
|
2020
Q1 | $258K | Sell |
2,436
-105
| -4% | -$11.1K | 0.1% | 95 |
|
|
2019
Q4 | $326K | Sell |
2,541
-21
| -0.8% | -$2.69K | 0.1% | 96 |
|
|
2019
Q3 | $358K | Hold |
2,562
| – | – | 0.12% | 89 |
|
|
2019
Q2 | $339K | Hold |
2,562
| – | – | 0.12% | 91 |
|
|
2019
Q1 | $346K | Buy |
2,562
+42
| +2% | +$5.67K | 0.12% | 92 |
|
|
2018
Q4 | $274K | Hold |
2,520
| – | – | 0.11% | 93 |
|
|
2018
Q3 | $364K | Hold |
2,520
| – | – | 0.13% | 91 |
|
|
2018
Q2 | $337K | Hold |
2,520
| – | – | 0.13% | 90 |
|
|
2018
Q1 | $369K | Sell |
2,520
-57
| -2% | -$8.36K | 0.15% | 84 |
|
|
2017
Q4 | $379K | Buy |
2,577
+94
| +4% | +$13.8K | 0.15% | 84 |
|
|
2017
Q3 | $344K | Sell |
2,483
-63
| -2% | -$8.74K | 0.14% | 85 |
|
|
2017
Q2 | $375K | Hold |
2,546
| – | – | 0.16% | 76 |
|
|
2017
Q1 | $424K | Buy |
2,546
+80
| +3% | +$13.3K | 0.19% | 72 |
|
|
2016
Q4 | $391K | Sell |
2,466
-42
| -2% | -$6.67K | 0.18% | 71 |
|
|
2016
Q3 | $381K | Sell |
2,508
-168
| -6% | -$25.5K | 0.18% | 73 |
|
|
2016
Q2 | $389K | Sell |
2,676
-1,058
| -28% | -$154K | 0.18% | 76 |
|
|
2016
Q1 | $541K | Sell |
3,734
-3,492
| -48% | -$506K | 0.26% | 65 |
|
|
2015
Q4 | $931K | Sell |
7,226
-185
| -2% | -$23.8K | 0.47% | 50 |
|
|
2015
Q3 | $1.02M | Sell |
7,411
-34
| -0.5% | -$4.69K | 0.54% | 50 |
|
|
2015
Q2 | $1.16M | Buy |
7,445
+2,851
| +62% | +$443K | 0.58% | 48 |
|
|
2015
Q1 | $700K | Sell |
4,594
-3,183
| -41% | -$485K | 0.35% | 58 |
|
|
2014
Q4 | $1.19M | Buy |
+7,777
| New | +$1.19M | 0.58% | 46 |
|