Salomon & Ludwin’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $471K | Buy |
1,639
+500
| +44% | +$144K | 0.05% | 110 |
|
2025
Q1 | $283K | Buy |
1,139
+300
| +36% | +$74.6K | 0.03% | 133 |
|
2024
Q4 | $184K | Sell |
839
-133
| -14% | -$29.2K | 0.02% | 142 |
|
2024
Q3 | $215K | Sell |
972
-1,172
| -55% | -$259K | 0.02% | 144 |
|
2024
Q2 | $371K | Sell |
2,144
-467
| -18% | -$80.8K | 0.04% | 118 |
|
2024
Q1 | $499K | Buy |
2,611
+421
| +19% | +$80.4K | 0.04% | 122 |
|
2023
Q4 | $307K | Hold |
2,190
| – | – | 0.03% | 143 |
|
2023
Q3 | $307K | Buy |
2,190
+80
| +4% | +$11.2K | 0.03% | 143 |
|
2023
Q2 | $282K | Hold |
2,110
| – | – | 0.03% | 151 |
|
2023
Q1 | $277K | Hold |
2,110
| – | – | 0.03% | 145 |
|
2022
Q4 | $297K | Buy |
2,110
+270
| +15% | +$38K | 0.04% | 138 |
|
2022
Q3 | $219K | Buy |
+1,840
| New | +$219K | 0.03% | 137 |
|
2020
Q2 | – | Sell |
-592
| Closed | -$63K | – | 131 |
|
2020
Q1 | $63K | Hold |
592
| – | – | 0.02% | 83 |
|
2019
Q4 | $76K | Hold |
592
| – | – | 0.02% | 90 |
|
2019
Q3 | $82K | Hold |
592
| – | – | 0.02% | 73 |
|
2019
Q2 | $78K | Buy |
592
+84
| +17% | +$11.1K | 0.02% | 70 |
|
2019
Q1 | $69K | Hold |
508
| – | – | 0.01% | 73 |
|
2018
Q4 | $55K | Buy |
+508
| New | +$55K | 0.01% | 76 |
|