Shelter Mutual Insurance’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Hold |
38,491
| – | – | 2.63% | 15 |
|
|
2025
Q1 | $9.57M | Hold |
38,491
| – | – | 2.31% | 20 |
|
|
2024
Q4 | $8.46M | Hold |
38,491
| – | – | 2.11% | 22 |
|
|
2024
Q3 | $8.23M | Hold |
38,491
| – | – | 1.96% | 25 |
|
|
2024
Q2 | $6.66M | Hold |
38,491
| – | – | 1.73% | 29 |
|
|
2024
Q1 | $7.35M | Hold |
38,491
| – | – | 1.89% | 28 |
|
|
2023
Q4 | $6.3M | Hold |
38,491
| – | – | 1.74% | 30 |
|
|
2023
Q3 | $5.4M | Hold |
38,491
| – | – | 1.51% | 29 |
|
|
2023
Q2 | $5.15M | Hold |
38,491
| – | – | 1.25% | 37 |
|
|
2023
Q1 | $5.05M | Hold |
38,491
| – | – | 1.41% | 32 |
|
|
2022
Q4 | $5.42M | Hold |
38,491
| – | – | 1.56% | 31 |
|
|
2022
Q3 | $4.57M | Hold |
38,491
| – | – | 1.48% | 32 |
|
|
2022
Q2 | $5.44M | Hold |
38,491
| – | – | 1.65% | 31 |
|
|
2022
Q1 | $5.01M | Hold |
38,491
| – | – | 1.31% | 32 |
|
|
2021
Q4 | $5.15M | Sell |
38,491
-1,771
| -4% | -$237K | 1.33% | 32 |
|
|
2021
Q3 | $5.35M | Hold |
40,262
| – | – | 1.51% | 31 |
|
|
2021
Q2 | $5.64M | Sell |
40,262
-8,921
| -18% | -$1.25M | 1.57% | 30 |
|
|
2021
Q1 | $6.27M | Hold |
49,183
| – | – | 1.76% | 25 |
|
|
2020
Q4 | $5.92M | Hold |
49,183
| – | – | 1.86% | 25 |
|
|
2020
Q3 | $5.72M | Hold |
49,183
| – | – | 1.96% | 22 |
|
|
2020
Q2 | $5.68M | Sell |
49,183
-7,646
| -13% | -$883K | 2.12% | 21 |
|
|
2020
Q1 | $6.03M | Hold |
56,829
| – | – | 2.52% | 16 |
|
|
2019
Q4 | $7.28M | Hold |
56,829
| – | – | 2.47% | 18 |
|
|
2019
Q3 | $7.9M | Hold |
56,829
| – | – | 2.31% | 16 |
|
|
2019
Q2 | $7.49M | Sell |
56,829
-5,408
| -9% | -$713K | 2.14% | 17 |
|
|
2019
Q1 | $8.4M | Hold |
62,237
| – | – | 2.47% | 17 |
|
|
2018
Q4 | $6.76M | Hold |
62,237
| – | – | 2.16% | 21 |
|
|
2018
Q3 | $9M | Hold |
62,237
| – | – | 2.52% | 16 |
|
|
2018
Q2 | $8.31M | Sell |
62,237
-6,904
| -10% | -$922K | 2.46% | 15 |
|
|
2018
Q1 | $10.1M | Hold |
69,141
| – | – | 3.03% | 12 |
|
|
2017
Q4 | $10.1M | Hold |
69,141
| – | – | 3.02% | 13 |
|
|
2017
Q3 | $9.59M | Sell |
69,141
-6,485
| -9% | -$899K | 2.99% | 10 |
|
|
2017
Q2 | $11.1M | Hold |
75,626
| – | – | 3.41% | 6 |
|
|
2017
Q1 | $12.6M | Hold |
75,626
| – | – | 3.86% | 5 |
|
|
2016
Q4 | $12M | Hold |
75,626
| – | – | 3.69% | 5 |
|
|
2016
Q3 | $11.5M | Hold |
75,626
| – | – | 3.56% | 6 |
|
|
2016
Q2 | $11M | Hold |
75,626
| – | – | 3.33% | 10 |
|
|
2016
Q1 | $10.9M | Hold |
75,626
| – | – | 3.36% | 10 |
|
|
2015
Q4 | $9.95M | Hold |
75,626
| – | – | 3.1% | 11 |
|
|
2015
Q3 | $10.5M | Hold |
75,626
| – | – | 3.43% | 7 |
|
|
2015
Q2 | $11.8M | Hold |
75,626
| – | – | 3.54% | 6 |
|
|
2015
Q1 | $11.6M | Hold |
75,626
| – | – | 3.63% | 6 |
|
|
2014
Q4 | $11.6M | Hold |
75,626
| – | – | 3.12% | 11 |
|
|
2014
Q3 | $13.7M | Hold |
75,626
| – | – | 3.78% | 4 |
|
|
2014
Q2 | $13.1M | Hold |
75,626
| – | – | 3.59% | 6 |
|
|
2014
Q1 | $13.9M | Hold |
75,626
| – | – | 3.82% | 4 |
|
|
2013
Q4 | $13.6M | Hold |
75,626
| – | – | 3.59% | 5 |
|
|
2013
Q3 | $13.4M | Hold |
75,626
| – | – | 3.83% | 3 |
|
|
2013
Q2 | $13.8M | Buy |
+75,626
| New | +$13.8M | 4.08% | 3 |
|