Shepherd Kaplan Krochuk’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Sell |
2,618
-335
| -11% | -$98.7K | 0.67% | 36 |
|
|
2025
Q1 | $734K | Buy |
2,953
+1
| +0% | +$249 | 0.63% | 40 |
|
|
2024
Q4 | $649K | Buy |
2,952
+5
| +0.2% | +$1.1K | 0.54% | 39 |
|
|
2024
Q3 | $652K | Buy |
2,947
+1,080
| +58% | +$239K | 0.49% | 45 |
|
|
2024
Q2 | $323K | Hold |
1,867
| – | – | 0.26% | 53 |
|
|
2024
Q1 | $357K | Buy |
+1,867
| New | +$357K | 0.28% | 49 |
|
|
2018
Q1 | – | Sell |
-1,373
| Closed | -$201K | – | 251 |
|
|
2017
Q4 | $201K | Buy |
+1,373
| New | +$201K | 0.12% | 177 |
|