Shelton Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
54,536
+6,193
| +13% | +$1.83M | 0.37% | 62 |
|
|
2025
Q1 | $12M | Sell |
48,343
-12,899
| -21% | -$3.21M | 0.29% | 91 |
|
|
2024
Q4 | $13.5M | Sell |
61,242
-98
| -0.2% | -$21.5K | 0.34% | 67 |
|
|
2024
Q3 | $13.6M | Sell |
61,340
-37,003
| -38% | -$8.18M | 0.35% | 64 |
|
|
2024
Q2 | $17M | Buy |
98,343
+10,202
| +12% | +$1.76M | 0.46% | 46 |
|
|
2024
Q1 | $16.8M | Sell |
88,141
-7,899
| -8% | -$1.51M | 0.48% | 42 |
|
|
2023
Q4 | $15.7M | Buy |
96,040
+43,434
| +83% | +$7.1M | 0.5% | 41 |
|
|
2023
Q3 | $7.38M | Buy |
52,606
+3,898
| +8% | +$547K | 0.27% | 89 |
|
|
2023
Q2 | $6.52M | Buy |
48,708
+40,500
| +493% | +$5.42M | 0.23% | 101 |
|
|
2023
Q1 | $1.08M | Sell |
8,208
-51,892
| -86% | -$6.8M | 0.04% | 232 |
|
|
2022
Q4 | $8.47M | Sell |
60,100
-8,227
| -12% | -$1.16M | 0.89% | 13 |
|
|
2022
Q3 | $8.12M | Sell |
68,327
-6,415
| -9% | -$762K | 0.39% | 72 |
|
|
2022
Q2 | $10.6M | Sell |
74,742
-200
| -0.3% | -$28.2K | 0.47% | 47 |
|
|
2022
Q1 | $9.74M | Hold |
74,942
| – | – | 0.36% | 64 |
|
|
2021
Q4 | $10M | Buy |
74,942
+4,910
| +7% | +$656K | 0.35% | 61 |
|
|
2021
Q3 | $9.3M | Buy |
70,032
+10,057
| +17% | +$1.34M | 0.36% | 54 |
|
|
2021
Q2 | $8.41M | Sell |
59,975
-68,342
| -53% | -$9.58M | 0.32% | 66 |
|
|
2021
Q1 | $16.3M | Buy |
128,317
+85,096
| +197% | +$10.8M | 0.57% | 30 |
|
|
2020
Q4 | $5.2M | Buy |
43,221
+2,290
| +6% | +$276K | 0.23% | 88 |
|
|
2020
Q3 | $4.76M | Buy |
40,931
+6,276
| +18% | +$730K | 0.2% | 108 |
|
|
2020
Q2 | $4M | Buy |
34,655
+4,640
| +15% | +$536K | 0.22% | 90 |
|
|
2020
Q1 | $3.18M | Buy |
30,015
+2,008
| +7% | +$213K | 0.23% | 86 |
|
|
2019
Q4 | $3.59M | Buy |
28,007
+166
| +0.6% | +$21.3K | 0.2% | 101 |
|
|
2019
Q3 | $3.87M | Sell |
27,841
-17,845
| -39% | -$2.48M | 0.23% | 86 |
|
|
2019
Q2 | $6.02M | Buy |
45,686
+39,240
| +609% | +$5.17M | 0.35% | 62 |
|
|
2019
Q1 | $43.7K | Sell |
6,446
-40,036
| -86% | -$271K | 0.17% | 130 |
|
|
2018
Q4 | $5.05M | Buy |
46,482
+1,250
| +3% | +$136K | 0.34% | 64 |
|
|
2018
Q3 | $6.54M | Buy |
45,232
+15,627
| +53% | +$2.26M | 0.37% | 55 |
|
|
2018
Q2 | $3.95M | Sell |
29,605
-1,563
| -5% | -$209K | 0.25% | 93 |
|
|
2018
Q1 | $4.57M | Sell |
31,168
-264
| -0.8% | -$38.7K | 0.3% | 72 |
|
|
2017
Q4 | $4.61M | Sell |
31,432
-13,363
| -30% | -$1.96M | 0.3% | 76 |
|
|
2017
Q3 | $6.21M | Sell |
44,795
-17,820
| -28% | -$2.47M | 0.42% | 45 |
|
|
2017
Q2 | $9.21M | Buy |
62,615
+16,883
| +37% | +$2.48M | 0.65% | 23 |
|
|
2017
Q1 | $7.61M | Buy |
45,732
+9,205
| +25% | +$1.53M | 0.53% | 28 |
|
|
2016
Q4 | $5.8M | Buy |
36,527
+1,069
| +3% | +$170K | 0.44% | 37 |
|
|
2016
Q3 | $5.39M | Sell |
35,458
-2,448
| -6% | -$372K | 0.45% | 35 |
|
|
2016
Q2 | $5.5M | Sell |
37,906
-1,879
| -5% | -$273K | 0.48% | 33 |
|
|
2016
Q1 | $5.76M | Sell |
39,785
-4,714
| -11% | -$682K | 0.52% | 32 |
|
|
2015
Q4 | $5.86M | Buy |
44,499
+288
| +0.7% | +$37.9K | 0.57% | 30 |
|
|
2015
Q3 | $6.13M | Buy |
44,211
+2,719
| +7% | +$377K | 0.67% | 23 |
|
|
2015
Q2 | $6.45M | Sell |
41,492
-6,397
| -13% | -$995K | 0.67% | 23 |
|
|
2015
Q1 | $7.35M | Sell |
47,889
-17
| -0% | -$2.61K | 0.79% | 19 |
|
|
2014
Q4 | $7.35M | Buy |
47,906
+17,530
| +58% | +$2.69M | 0.86% | 17 |
|
|
2014
Q3 | $5.51M | Buy |
30,376
+5,122
| +20% | +$930K | 0.74% | 23 |
|
|
2014
Q2 | $4.38M | Buy |
25,254
+1,119
| +5% | +$194K | 0.61% | 26 |
|
|
2014
Q1 | $4.44M | Buy |
24,135
+2,405
| +11% | +$443K | 0.65% | 22 |
|
|
2013
Q4 | $3.9M | Sell |
21,730
-1,359
| -6% | -$244K | 0.59% | 26 |
|
|
2013
Q3 | $4.09M | Buy |
23,089
+1,370
| +6% | +$243K | 0.68% | 24 |
|
|
2013
Q2 | $3.97M | Buy |
+21,719
| New | +$3.97M | 0.72% | 24 |
|