Sterneck 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 | $3.83M | Sell |
13,006
-107
| -0.8% | -$31.5K | 1.94% | 17 |
|
|
2025
Q1 | $3.26M | Sell |
13,113
-269
| -2% | -$66.9K | 1.76% | 17 |
|
|
2024
Q4 | $2.94M | Sell |
13,382
-523
| -4% | -$115K | 1.59% | 21 |
|
|
2024
Q3 | $3.07M | Sell |
13,905
-1,186
| -8% | -$262K | 1.66% | 18 |
|
|
2024
Q2 | $2.61M | Sell |
15,091
-172
| -1% | -$29.7K | 1.48% | 22 |
|
|
2024
Q1 | $2.91M | Sell |
15,263
-341
| -2% | -$65.1K | 1.74% | 17 |
|
|
2023
Q4 | $2.55M | Sell |
15,604
-834
| -5% | -$136K | 1.63% | 17 |
|
|
2023
Q3 | $2.31M | Sell |
16,438
-1,538
| -9% | -$216K | 1.54% | 20 |
|
|
2023
Q2 | $2.41M | Buy |
17,976
+76
| +0.4% | +$10.2K | 1.47% | 19 |
|
|
2023
Q1 | $2.35M | Buy |
17,900
+1,376
| +8% | +$180K | 1.48% | 19 |
|
|
2022
Q4 | $2.33M | Sell |
16,524
-1,436
| -8% | -$202K | 1.54% | 17 |
|
|
2022
Q3 | $2.13M | Buy |
17,960
+663
| +4% | +$78.8K | 1.51% | 19 |
|
|
2022
Q2 | $2.44M | Buy |
17,297
+247
| +1% | +$34.9K | 1.64% | 15 |
|
|
2022
Q1 | $2.22M | Buy |
17,050
+140
| +0.8% | +$18.2K | 1.33% | 24 |
|
|
2021
Q4 | $2.26M | Sell |
16,910
-260
| -2% | -$34.7K | 1.34% | 22 |
|
|
2021
Q3 | $2.28M | Buy |
17,170
+192
| +1% | +$25.5K | 1.45% | 21 |
|
|
2021
Q2 | $2.3M | Buy |
16,978
+128
| +0.8% | +$17.3K | 1.42% | 22 |
|
|
2021
Q1 | $2.15M | Buy |
16,850
+1,867
| +12% | +$238K | 1.5% | 23 |
|
|
2020
Q4 | $1.8M | Sell |
14,983
-1,658
| -10% | -$200K | 1.35% | 25 |
|
|
2020
Q3 | $1.94M | Buy |
16,641
+184
| +1% | +$21.4K | 1.64% | 19 |
|
|
2020
Q2 | $1.9M | Sell |
16,457
-6
| -0% | -$693 | 1.79% | 16 |
|
|
2020
Q1 | $1.75M | Sell |
16,463
-527
| -3% | -$55.9K | 1.76% | 15 |
|
|
2019
Q4 | $2.18M | Buy |
16,990
+120
| +0.7% | +$15.4K | 1.73% | 15 |
|
|
2019
Q3 | $2.35M | Sell |
16,870
-809
| -5% | -$112K | 2.14% | 11 |
|
|
2019
Q2 | $2.33M | Buy |
17,679
+597
| +3% | +$78.7K | 2.02% | 14 |
|
|
2019
Q1 | $2.3M | Sell |
17,082
-644
| -4% | -$86.9K | 2.01% | 14 |
|
|
2018
Q4 | $1.93M | Sell |
17,726
-2,592
| -13% | -$282K | 1.87% | 14 |
|
|
2018
Q3 | $2.94M | Sell |
20,318
-2,692
| -12% | -$389K | 2.12% | 11 |
|
|
2018
Q2 | $3.07M | Sell |
23,010
-6,515
| -22% | -$870K | 2.13% | 12 |
|
|
2018
Q1 | $4.33M | Sell |
29,525
-1,937
| -6% | -$284K | 2.55% | 7 |
|
|
2017
Q4 | $4.62M | Buy |
31,462
+2,815
| +10% | +$413K | 2.76% | 5 |
|
|
2017
Q3 | $3.97M | Buy |
28,647
+6,387
| +29% | +$886K | 2.28% | 9 |
|
|
2017
Q2 | $3.27M | Buy |
22,260
+10,626
| +91% | +$1.56M | 1.96% | 16 |
|
|
2017
Q1 | $1.94M | Sell |
11,634
-26
| -0.2% | -$4.33K | 1.15% | 32 |
|
|
2016
Q4 | $1.85M | Sell |
11,660
-79
| -0.7% | -$12.5K | 1.19% | 30 |
|
|
2016
Q3 | $1.78M | Sell |
11,739
-380
| -3% | -$57.7K | 1.19% | 29 |
|
|
2016
Q2 | $1.76M | Buy |
12,119
+451
| +4% | +$65.4K | 1.17% | 26 |
|
|
2016
Q1 | $1.69M | Sell |
11,668
-110
| -0.9% | -$15.9K | 1.19% | 25 |
|
|
2015
Q4 | $1.55M | Sell |
11,778
-631
| -5% | -$83K | 0.99% | 32 |
|
|
2015
Q3 | $1.72M | Buy |
12,409
+149
| +1% | +$20.7K | 1.13% | 32 |
|
|
2015
Q2 | $1.91M | Buy |
12,260
+486
| +4% | +$75.6K | 1.05% | 35 |
|
|
2015
Q1 | $1.81M | Sell |
11,774
-250
| -2% | -$38.4K | 0.97% | 37 |
|
|
2014
Q4 | $1.84M | Buy |
12,024
+1,383
| +13% | +$212K | 1.09% | 34 |
|
|
2014
Q3 | $1.93M | Sell |
10,641
-3,258
| -23% | -$591K | 1.16% | 33 |
|
|
2014
Q2 | $2.41M | Sell |
13,899
-944
| -6% | -$164K | 1.41% | 22 |
|
|
2014
Q1 | $2.73M | Buy |
14,843
+6,647
| +81% | +$1.22M | 1.48% | 26 |
|
|
2013
Q4 | $1.47M | Buy |
+8,196
| New | +$1.47M | 0.89% | 41 |
|