Stamos Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Sell |
3,213
-226
| -7% | -$66.6K | 0.17% | 116 |
|
|
2025
Q1 | $855K | Sell |
3,439
-3,401
| -50% | -$846K | 0.22% | 109 |
|
|
2024
Q4 | $1.5M | Buy |
6,840
+60
| +0.9% | +$13.2K | 0.35% | 80 |
|
|
2024
Q3 | $1.5M | Sell |
6,780
-1,840
| -21% | -$407K | 0.35% | 73 |
|
|
2024
Q2 | $1.49M | Buy |
8,620
+2,220
| +35% | +$384K | 0.32% | 79 |
|
|
2024
Q1 | $1.22M | Sell |
6,400
-1,280
| -17% | -$244K | 0.28% | 83 |
|
|
2023
Q4 | $1.26M | Sell |
7,680
-15,410
| -67% | -$2.52M | 0.34% | 69 |
|
|
2023
Q3 | $3.24M | Sell |
23,090
-1,050
| -4% | -$147K | 0.72% | 38 |
|
|
2023
Q2 | $3.23M | Buy |
24,140
+1,070
| +5% | +$143K | 0.76% | 39 |
|
|
2023
Q1 | $3.02M | Buy |
23,070
+4,040
| +21% | +$530K | 0.78% | 45 |
|
|
2022
Q4 | $2.68M | Sell |
19,030
-7,710
| -29% | -$1.09M | 0.85% | 41 |
|
|
2022
Q3 | $3.18M | Buy |
+26,740
| New | +$3.18M | 0.81% | 38 |
|
|
2021
Q4 | – | Sell |
-18,389
| Closed | -$2.44M | – | 58 |
|
|
2021
Q3 | $2.44M | Hold |
18,389
| – | – | 1.37% | 30 |
|
|
2021
Q2 | $2.58M | Sell |
18,389
-1,694
| -8% | -$237K | 1.36% | 31 |
|
|
2021
Q1 | $2.56M | Hold |
20,083
| – | – | 1.29% | 30 |
|
|
2020
Q4 | $2.42M | Sell |
20,083
-7,113
| -26% | -$856K | 1.03% | 29 |
|
|
2020
Q3 | $3.16M | Buy |
27,196
+14,121
| +108% | +$1.64M | 1.18% | 23 |
|
|
2020
Q2 | $1.51M | Sell |
13,075
-10,270
| -44% | -$1.19M | 0.86% | 28 |
|
|
2020
Q1 | $2.48M | Buy |
23,345
+7,629
| +49% | +$809K | 1.3% | 29 |
|
|
2019
Q4 | $2.01M | Buy |
15,716
+7,348
| +88% | +$942K | 1.63% | 14 |
|
|
2019
Q3 | $1.16M | Buy |
8,368
+837
| +11% | +$116K | 1.03% | 25 |
|
|
2019
Q2 | $1.01M | Sell |
7,531
-3,975
| -35% | -$532K | 1.01% | 25 |
|
|
2019
Q1 | $1.53M | Buy |
11,506
+3,661
| +47% | +$487K | 1.96% | 16 |
|
|
2018
Q4 | $853K | Buy |
+7,845
| New | +$853K | 0.64% | 46 |
|