Schulhoff & 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 | $3.13M | Hold |
10,619
| – | – | 1.39% | 19 |
|
2025
Q1 | $2.64M | Hold |
10,619
| – | – | 1.17% | 20 |
|
2024
Q4 | $2.33M | Sell |
10,619
-30
| -0.3% | -$6.6K | 0.85% | 23 |
|
2024
Q3 | $2.35M | Hold |
10,649
| – | – | 0.98% | 26 |
|
2024
Q2 | $1.84M | Buy |
10,649
+30
| +0.3% | +$5.19K | 0.83% | 32 |
|
2024
Q1 | $2.03M | Buy |
10,619
+95
| +0.9% | +$18.1K | 0.89% | 27 |
|
2023
Q4 | $1.72M | Hold |
10,524
| – | – | 0.82% | 33 |
|
2023
Q3 | $1.48M | Sell |
10,524
-200
| -2% | -$28.1K | 0.75% | 36 |
|
2023
Q2 | $1.43M | Hold |
10,724
| – | – | 0.67% | 42 |
|
2023
Q1 | $1.41M | Hold |
10,724
| – | – | 0.65% | 43 |
|
2022
Q4 | $1.51M | Hold |
10,724
| – | – | 0.7% | 42 |
|
2022
Q3 | $1.27M | Hold |
10,724
| – | – | 0.66% | 45 |
|
2022
Q2 | $1.51M | Hold |
10,724
| – | – | 0.71% | 44 |
|
2022
Q1 | $1.39M | Hold |
10,724
| – | – | 0.59% | 47 |
|
2021
Q4 | $1.43M | Sell |
10,724
-493
| -4% | -$65.9K | 0.59% | 46 |
|
2021
Q3 | $1.49M | Hold |
11,217
| – | – | 0.67% | 45 |
|
2021
Q2 | $1.57M | Hold |
11,217
| – | – | 0.69% | 43 |
|
2021
Q1 | $1.43M | Hold |
11,217
| – | – | 0.65% | 46 |
|
2020
Q4 | $1.35M | Sell |
11,217
-946
| -8% | -$114K | 0.68% | 40 |
|
2020
Q3 | $1.41M | Hold |
12,163
| – | – | 0.76% | 39 |
|
2020
Q2 | $1.4M | Hold |
12,163
| – | – | 0.83% | 36 |
|
2020
Q1 | $1.29M | Hold |
12,163
| – | – | 0.81% | 37 |
|
2019
Q4 | $1.56M | Sell |
12,163
-38
| -0.3% | -$4.87K | 0.73% | 40 |
|
2019
Q3 | $1.7M | Hold |
12,201
| – | – | 0.83% | 37 |
|
2019
Q2 | $1.61M | Hold |
12,201
| – | – | 0.83% | 37 |
|
2019
Q1 | $1.65M | Hold |
12,201
| – | – | 0.88% | 36 |
|
2018
Q4 | $1.33M | Sell |
12,201
-687
| -5% | -$74.6K | 0.83% | 37 |
|
2018
Q3 | $1.86M | Hold |
12,888
| – | – | 1.04% | 32 |
|
2018
Q2 | $1.72M | Sell |
12,888
-1,114
| -8% | -$149K | 1.02% | 31 |
|
2018
Q1 | $2.05M | Buy |
14,002
+2
| +0% | +$293 | 1.21% | 24 |
|
2017
Q4 | $2.05M | Hold |
14,000
| – | – | 1.15% | 24 |
|
2017
Q3 | $1.94M | Sell |
14,000
-157
| -1% | -$21.8K | 1.15% | 23 |
|
2017
Q2 | $2.08M | Buy |
14,157
+183
| +1% | +$26.9K | 1.27% | 20 |
|
2017
Q1 | $2.33M | Buy |
13,974
+471
| +3% | +$78.4K | 1.43% | 18 |
|
2016
Q4 | $2.14M | Sell |
13,503
-271
| -2% | -$43K | 1.32% | 19 |
|
2016
Q3 | $2.09M | Sell |
13,774
-172
| -1% | -$26.1K | 1.29% | 21 |
|
2016
Q2 | $2.02M | Buy |
13,946
+79
| +0.6% | +$11.5K | 1.26% | 22 |
|
2016
Q1 | $2.01M | Buy |
13,867
+157
| +1% | +$22.7K | 1.32% | 20 |
|
2015
Q4 | $1.8M | Buy |
13,710
+314
| +2% | +$41.3K | 1.22% | 23 |
|
2015
Q3 | $1.86M | Buy |
13,396
+57
| +0.4% | +$7.9K | 1.33% | 22 |
|
2015
Q2 | $2.07M | Sell |
13,339
-2,301
| -15% | -$358K | 1.33% | 23 |
|
2015
Q1 | $2.4M | Sell |
15,640
-104
| -0.7% | -$16K | 1.49% | 20 |
|
2014
Q4 | $2.41M | Sell |
15,744
-183
| -1% | -$28.1K | 1.46% | 19 |
|
2014
Q3 | $2.89M | Sell |
15,927
-79
| -0.5% | -$14.3K | 1.8% | 14 |
|
2014
Q2 | $2.77M | Buy |
16,006
+105
| +0.7% | +$18.2K | 1.71% | 14 |
|
2014
Q1 | $2.93M | Hold |
15,901
| – | – | 1.98% | 14 |
|
2013
Q4 | $2.85M | Hold |
15,901
| – | – | 1.95% | 14 |
|
2013
Q3 | $2.82M | Hold |
15,901
| – | – | 2.03% | 14 |
|
2013
Q2 | $2.91M | Buy |
+15,901
| New | +$2.91M | 2.19% | 11 |
|