Royal Fund Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Sell |
27,605
-1,338
| -5% | -$395K | 0.81% | 31 |
|
|
2025
Q1 | $7.3M | Buy |
28,943
+841
| +3% | +$212K | 0.81% | 29 |
|
|
2024
Q4 | $6.27M | Sell |
28,102
-32,010
| -53% | -$7.14M | 0.59% | 45 |
|
|
2024
Q3 | $13.5M | Buy |
60,112
+24,060
| +67% | +$5.4M | 0.8% | 27 |
|
|
2024
Q2 | $6.31M | Buy |
36,052
+521
| +1% | +$91.2K | 0.51% | 34 |
|
|
2024
Q1 | $6.79M | Buy |
35,531
+1,558
| +5% | +$298K | 0.67% | 32 |
|
|
2023
Q4 | $5.56M | Buy |
33,973
+658
| +2% | +$108K | 0.62% | 41 |
|
|
2023
Q3 | $4.67M | Sell |
33,315
-3,307
| -9% | -$464K | 0.63% | 45 |
|
|
2023
Q2 | $4.9M | Buy |
36,622
+286
| +0.8% | +$38.3K | 0.61% | 52 |
|
|
2023
Q1 | $4.76M | Buy |
36,336
+2,853
| +9% | +$374K | 0.68% | 55 |
|
|
2022
Q4 | $4.72M | Sell |
33,483
-1,650
| -5% | -$232K | 0.75% | 46 |
|
|
2022
Q3 | $4.17M | Sell |
35,133
-3,150
| -8% | -$374K | 0.76% | 52 |
|
|
2022
Q2 | $5.41M | Buy |
38,283
+2,460
| +7% | +$347K | 0.9% | 37 |
|
|
2022
Q1 | $4.66M | Buy |
35,823
+839
| +2% | +$109K | 0.67% | 52 |
|
|
2021
Q4 | $4.68M | Sell |
34,984
-2,405
| -6% | -$321K | 0.67% | 53 |
|
|
2021
Q3 | $4.97M | Buy |
37,389
+959
| +3% | +$127K | 0.72% | 45 |
|
|
2021
Q2 | $5.11M | Buy |
36,430
+5,902
| +19% | +$827K | 0.85% | 42 |
|
|
2021
Q1 | $3.89M | Sell |
30,528
-84
| -0.3% | -$10.7K | 0.71% | 59 |
|
|
2020
Q4 | $3.68M | Sell |
30,612
-4,836
| -14% | -$582K | 0.78% | 54 |
|
|
2020
Q3 | $4.12M | Buy |
35,448
+1,275
| +4% | +$148K | 1.05% | 33 |
|
|
2020
Q2 | $3.95M | Buy |
34,173
+4,817
| +16% | +$556K | 1.39% | 19 |
|
|
2020
Q1 | $3.11M | Sell |
29,356
-17,865
| -38% | -$1.89M | 1.27% | 26 |
|
|
2019
Q4 | $6.05M | Buy |
47,221
+5,316
| +13% | +$681K | 1.54% | 22 |
|
|
2019
Q3 | $5.83M | Buy |
41,905
+2,740
| +7% | +$381K | 1.62% | 20 |
|
|
2019
Q2 | $5.16M | Buy |
39,165
+3,210
| +9% | +$423K | 1.53% | 25 |
|
|
2019
Q1 | $4.85M | Buy |
35,955
+2,712
| +8% | +$366K | 1.55% | 25 |
|
|
2018
Q4 | $3.61M | Sell |
33,243
-25,921
| -44% | -$2.82M | 1.46% | 27 |
|
|
2018
Q3 | $8.55M | Buy |
59,164
+29
| +0% | +$4.19K | 2.66% | 5 |
|
|
2018
Q2 | $7.9M | Buy |
59,135
+893
| +2% | +$119K | 2.61% | 8 |
|
|
2018
Q1 | $8.54M | Buy |
58,242
+5,620
| +11% | +$824K | 3.12% | 4 |
|
|
2017
Q4 | $7.72M | Buy |
52,622
+51,372
| +4,110% | +$7.53M | 2.77% | 8 |
|
|
2017
Q3 | $173K | Sell |
1,250
-146
| -10% | -$20.2K | 0.07% | 94 |
|
|
2017
Q2 | $205K | Buy |
1,396
+25
| +2% | +$3.67K | 0.09% | 83 |
|
|
2017
Q1 | $228K | Hold |
1,371
| – | – | 0.11% | 74 |
|
|
2016
Q4 | $217K | Buy |
+1,371
| New | +$217K | 0.12% | 70 |
|