Sawyer & Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $817K | Sell |
2,772
-20
| -0.7% | -$5.9K | 0.31% | 65 |
|
2025
Q1 | $694K | Sell |
2,792
-452
| -14% | -$112K | 0.28% | 69 |
|
2024
Q4 | $713K | Sell |
3,244
-335
| -9% | -$73.6K | 0.26% | 70 |
|
2024
Q3 | $791K | Sell |
3,579
-82
| -2% | -$18.1K | 0.29% | 71 |
|
2024
Q2 | $633K | Sell |
3,661
-55
| -1% | -$9.51K | 0.25% | 73 |
|
2024
Q1 | $710K | Sell |
3,716
-48
| -1% | -$9.17K | 0.28% | 72 |
|
2023
Q4 | $616K | Sell |
3,764
-1,555
| -29% | -$254K | 0.27% | 73 |
|
2023
Q3 | $746K | Hold |
5,319
| – | – | 0.35% | 69 |
|
2023
Q2 | $712K | Sell |
5,319
-118
| -2% | -$15.8K | 0.33% | 72 |
|
2023
Q1 | $712K | Sell |
5,437
-234
| -4% | -$30.6K | 0.38% | 70 |
|
2022
Q4 | $799K | Buy |
5,671
+47
| +0.8% | +$6.62K | 0.39% | 70 |
|
2022
Q3 | $668K | Sell |
5,624
-35
| -0.6% | -$4.16K | 0.36% | 71 |
|
2022
Q2 | $799K | Sell |
5,659
-371
| -6% | -$52.4K | 0.41% | 69 |
|
2022
Q1 | $784K | Sell |
6,030
-154
| -2% | -$20K | 0.35% | 71 |
|
2021
Q4 | $827K | Sell |
6,184
-284
| -4% | -$38K | 0.36% | 72 |
|
2021
Q3 | $859K | Buy |
6,468
+73
| +1% | +$9.7K | 0.41% | 68 |
|
2021
Q2 | $896K | Hold |
6,395
| – | – | 0.42% | 67 |
|
2021
Q1 | $815K | Sell |
6,395
-3,863
| -38% | -$492K | 0.41% | 69 |
|
2020
Q4 | $1.24M | Sell |
10,258
-1,608
| -14% | -$194K | 0.63% | 50 |
|
2020
Q3 | $1.38M | Sell |
11,866
-382
| -3% | -$44.4K | 0.82% | 41 |
|
2020
Q2 | $1.41M | Sell |
12,248
-314
| -2% | -$36.3K | 0.87% | 39 |
|
2020
Q1 | $1.33M | Sell |
12,562
-278
| -2% | -$29.5K | 1.06% | 31 |
|
2019
Q4 | $1.65M | Buy |
12,840
+21
| +0.2% | +$2.69K | 1.06% | 32 |
|
2019
Q3 | $1.78M | Sell |
12,819
-306
| -2% | -$42.5K | 1.27% | 24 |
|
2019
Q2 | $1.73M | Sell |
13,125
-576
| -4% | -$75.9K | 1.16% | 29 |
|
2019
Q1 | $1.85M | Sell |
13,701
-56
| -0.4% | -$7.55K | 1.21% | 28 |
|
2018
Q4 | $1.5M | Sell |
13,757
-267
| -2% | -$29K | 1.1% | 30 |
|
2018
Q3 | $2.03M | Buy |
14,024
+492
| +4% | +$71.1K | 1.24% | 26 |
|
2018
Q2 | $1.81M | Sell |
13,532
-31
| -0.2% | -$4.14K | 1.18% | 26 |
|
2018
Q1 | $1.99M | Sell |
13,563
-199
| -1% | -$29.2K | 1.34% | 20 |
|
2017
Q4 | $2.02M | Buy |
+13,762
| New | +$2.02M | 1.32% | 22 |
|