Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.2M Buy
36,293
+8,065
+29% +$2.11M 2.72% 9
2025
Q2
$8.32M Sell
28,228
-344
-1% -$88.6K 2.38% 10
2025
Q1
$7.1M Sell
28,572
-1,039
-4% -$254K 2.22% 10
2024
Q4
$6.51M Sell
29,611
-354
-1% -$78.8K 2.09% 11
2024
Q3
$6.62M Sell
29,965
-774
-3% -$152K 2.15% 10
2024
Q2
$5.32M Buy
30,739
+201
+0.7% +$34.9K 1.79% 15
2024
Q1
$5.83M Sell
30,538
-492
-2% -$89.8K 2.01% 13
2023
Q4
$5.07M Sell
31,030
-943
-3% -$142K 1.93% 14
2023
Q3
$4.49M Buy
31,973
+772
+2% +$110K 1.83% 15
2023
Q2
$4.17M Buy
31,201
+652
+2% +$84.1K 1.69% 18
2023
Q1
$4.04M Buy
30,549
+663
+2% +$88.7K 1.81% 16
2022
Q4
$4.21M Buy
29,886
+27,548
+1,178% +$3.8M 1.84% 15
2022
Q3
$278K Sell
2,338
-26,574
-92% -$3.49M 0.1% 107
2022
Q2
$4.08M Buy
28,912
+874
+3% +$118K 1.91% 16
2022
Q1
$3.65M Buy
28,038
+825
+3% +$108K 1.53% 24
2021
Q4
$3.64M Buy
27,213
+321
+1% +$40.3K 1.55% 22
2021
Q3
$3.57M Buy
26,892
+874
+3% +$117K 1.66% 21
2021
Q2
$3.65M Buy
26,018
+573
+2% +$78.4K 1.73% 18
2021
Q1
$3.24M Buy
25,445
+1,040
+4% +$124K 1.73% 22
2020
Q4
$2.94M Buy
24,405
+877
+4% +$101K 1.78% 19
2020
Q3
$2.74M Buy
23,528
+210
+0.9% +$24.7K 1.85% 17
2020
Q2
$2.69M Buy
23,318
+937
+4% +$109K 1.96% 14
2020
Q1
$2.37M Buy
22,381
+984
+5% +$124K 2.38% 15
2019
Q4
$2.74M Buy
21,397
+283
+1% +$36.8K 2.11% 19
2019
Q3
$2.94M Buy
21,114
+628
+3% +$84.7K 2.37% 16
2019
Q2
$2.7M Buy
+20,486
New +$2.69M 2.19% 17

Other funds holding IBM