SFE Investment Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
34,894
-1,453
| -4% | -$428K | 1.81% | 16 |
|
|
2025
Q1 | $9.04M | Sell |
36,347
-1,796
| -5% | -$447K | 1.81% | 15 |
|
|
2024
Q4 | $8.38M | Sell |
38,143
-375
| -1% | -$82.4K | 1.78% | 17 |
|
|
2024
Q3 | $8.52M | Buy |
38,518
+88
| +0.2% | +$19.5K | 1.77% | 17 |
|
|
2024
Q2 | $6.65M | Buy |
38,430
+1,661
| +5% | +$287K | 1.47% | 21 |
|
|
2024
Q1 | $7.02M | Buy |
36,769
+3,251
| +10% | +$621K | 1.59% | 20 |
|
|
2023
Q4 | $5.48M | Sell |
33,518
-895
| -3% | -$146K | 1.43% | 24 |
|
|
2023
Q3 | $4.83M | Buy |
34,413
+2,544
| +8% | +$357K | 1.4% | 26 |
|
|
2023
Q2 | $4.26M | Buy |
31,869
+3,630
| +13% | +$486K | 1.21% | 33 |
|
|
2023
Q1 | $3.53M | Buy |
28,239
+4,129
| +17% | +$517K | 1.09% | 36 |
|
|
2022
Q4 | $3.39M | Sell |
24,110
-665
| -3% | -$93.5K | 1.05% | 36 |
|
|
2022
Q3 | $2.94M | Sell |
24,775
-575
| -2% | -$68.3K | 0.93% | 43 |
|
|
2022
Q2 | $3.58M | Sell |
25,350
-355
| -1% | -$50.1K | 1.07% | 36 |
|
|
2022
Q1 | $3.34M | Buy |
25,705
+2,110
| +9% | +$274K | 0.85% | 43 |
|
|
2021
Q4 | $3.15M | Buy |
23,595
+9,704
| +70% | +$1.3M | 0.81% | 43 |
|
|
2021
Q3 | $1.85M | Buy |
13,891
+722
| +5% | +$95.9K | 0.52% | 56 |
|
|
2021
Q2 | $1.85M | Buy |
13,169
+246
| +2% | +$34.5K | 0.51% | 60 |
|
|
2021
Q1 | $1.65M | Buy |
12,923
+4,592
| +55% | +$585K | 0.48% | 60 |
|
|
2020
Q4 | $1M | Buy |
8,331
+5,369
| +181% | +$646K | 0.32% | 76 |
|
|
2020
Q3 | $345K | Buy |
+2,962
| New | +$345K | 0.14% | 94 |
|
|
2017
Q2 | – | Sell |
-2,773
| Closed | -$462K | – | 111 |
|
|
2017
Q1 | $462K | Hold |
2,773
| – | – | 0.17% | 89 |
|
|
2016
Q4 | $466K | Sell |
2,773
-9
| -0.3% | -$1.51K | 0.18% | 83 |
|
|
2016
Q3 | $404K | Hold |
2,782
| – | – | 0.19% | 79 |
|
|
2016
Q2 | $404K | Buy |
2,782
+366
| +15% | +$53.2K | 0.19% | 80 |
|
|
2016
Q1 | $350K | Sell |
2,416
-419
| -15% | -$60.7K | 0.16% | 83 |
|
|
2015
Q4 | $373K | Sell |
2,835
-627
| -18% | -$82.5K | 0.18% | 83 |
|
|
2015
Q3 | $480K | Buy |
3,462
+523
| +18% | +$72.5K | 0.23% | 75 |
|
|
2015
Q2 | $457K | Sell |
2,939
-1,360
| -32% | -$211K | 0.19% | 77 |
|
|
2015
Q1 | $660K | Sell |
4,299
-183
| -4% | -$28.1K | 0.27% | 66 |
|
|
2014
Q4 | $687K | Buy |
4,482
+1,042
| +30% | +$160K | 0.28% | 65 |
|
|
2014
Q3 | $624K | Hold |
3,440
| – | – | 0.27% | 62 |
|
|
2014
Q2 | $596K | Sell |
3,440
-549
| -14% | -$95.1K | 0.24% | 64 |
|
|
2014
Q1 | $734K | Sell |
3,989
-1,292
| -24% | -$238K | 0.32% | 58 |
|
|
2013
Q4 | $947K | Sell |
5,281
-5,256
| -50% | -$943K | 0.41% | 56 |
|
|
2013
Q3 | $1.87M | Buy |
10,537
+1,239
| +13% | +$219K | 0.9% | 45 |
|
|
2013
Q2 | $1.7M | Buy |
+9,298
| New | +$1.7M | 0.88% | 42 |
|