Shoker 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 | $334K | Buy |
1,132
+5
| +0.4% | +$1.48K | 0.1% | 92 |
|
|
2025
Q1 | $280K | Buy |
1,127
+5
| +0.4% | +$1.24K | 0.09% | 88 |
|
|
2024
Q4 | $247K | Buy |
1,122
+6
| +0.5% | +$1.32K | 0.08% | 90 |
|
|
2024
Q3 | $247K | Buy |
+1,116
| New | +$247K | 0.08% | 94 |
|
|
2024
Q2 | – | Sell |
-1,101
| Closed | -$209K | – | 102 |
|
|
2024
Q1 | $209K | Buy |
+1,101
| New | +$209K | 0.07% | 96 |
|
|
2022
Q1 | – | Sell |
-1,773
| Closed | -$237K | – | 97 |
|
|
2021
Q4 | $237K | Sell |
1,773
-915
| -34% | -$122K | 0.11% | 91 |
|
|
2021
Q3 | $357K | Sell |
2,688
-606
| -18% | -$80.5K | 0.18% | 73 |
|
|
2021
Q2 | $461K | Sell |
3,294
-406
| -11% | -$56.8K | 0.23% | 69 |
|
|
2021
Q1 | $471K | Sell |
3,700
-2,221
| -38% | -$283K | 0.25% | 64 |
|
|
2020
Q4 | $712K | Sell |
5,921
-509
| -8% | -$61.2K | 0.4% | 57 |
|
|
2020
Q3 | $747K | Buy |
6,430
+37
| +0.6% | +$4.3K | 0.49% | 55 |
|
|
2020
Q2 | $738K | Buy |
6,393
+61
| +1% | +$7.04K | 0.51% | 53 |
|
|
2020
Q1 | $671K | Buy |
+6,332
| New | +$671K | 0.56% | 50 |
|
|
2017
Q3 | – | Sell |
-1,868
| Closed | -$274K | – | 107 |
|
|
2017
Q2 | $274K | Sell |
1,868
-72
| -4% | -$10.6K | 0.22% | 88 |
|
|
2017
Q1 | $323K | Sell |
1,940
-12
| -0.6% | -$2K | 0.27% | 81 |
|
|
2016
Q4 | $309K | Buy |
1,952
+69
| +4% | +$10.9K | 0.26% | 83 |
|
|
2016
Q3 | $285K | Buy |
1,883
+2
| +0.1% | +$303 | 0.24% | 83 |
|
|
2016
Q2 | $272K | Buy |
1,881
+2
| +0.1% | +$289 | 0.24% | 83 |
|
|
2016
Q1 | $272K | Buy |
+1,879
| New | +$272K | 0.26% | 83 |
|