Stokes Family Office’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
4,848
+18
| +0.4% | +$5.31K | 0.15% | 106 |
|
|
2025
Q1 | $1.2M | Sell |
4,830
-3
| -0.1% | -$746 | 0.14% | 114 |
|
|
2024
Q4 | $1.06M | Buy |
4,833
+312
| +7% | +$68.6K | 0.11% | 121 |
|
|
2024
Q3 | $999K | Sell |
4,521
-76
| -2% | -$16.8K | 0.11% | 116 |
|
|
2024
Q2 | $795K | Sell |
4,597
-20
| -0.4% | -$3.46K | 0.09% | 125 |
|
|
2024
Q1 | $882K | Buy |
4,617
+1,166
| +34% | +$223K | 0.11% | 120 |
|
|
2023
Q4 | $564K | Sell |
3,451
-2,871
| -45% | -$470K | 0.08% | 133 |
|
|
2023
Q3 | $887K | Sell |
6,322
-431
| -6% | -$60.5K | 0.1% | 138 |
|
|
2023
Q2 | $904K | Buy |
6,753
+361
| +6% | +$48.3K | 0.1% | 128 |
|
|
2023
Q1 | $838K | Sell |
6,392
-1,604
| -20% | -$210K | 0.1% | 128 |
|
|
2022
Q4 | $1.13M | Sell |
7,996
-184
| -2% | -$25.9K | 0.15% | 105 |
|
|
2022
Q3 | $972K | Sell |
8,180
-2,056
| -20% | -$244K | 0.14% | 109 |
|
|
2022
Q2 | $1.45M | Buy |
10,236
+1,593
| +18% | +$225K | 0.2% | 87 |
|
|
2022
Q1 | $1.12M | Buy |
8,643
+2,086
| +32% | +$271K | 0.15% | 93 |
|
|
2021
Q4 | $876K | Sell |
6,557
-184
| -3% | -$24.6K | 0.11% | 114 |
|
|
2021
Q3 | $895K | Buy |
6,741
+761
| +13% | +$101K | 0.12% | 102 |
|
|
2021
Q2 | $838K | Buy |
5,980
+745
| +14% | +$104K | 0.12% | 106 |
|
|
2021
Q1 | $667K | Buy |
5,235
+339
| +7% | +$43.2K | 0.1% | 114 |
|
|
2020
Q4 | $589K | Buy |
4,896
+717
| +17% | +$86.3K | 0.12% | 107 |
|
|
2020
Q3 | $486K | Sell |
4,179
-449
| -10% | -$52.2K | 0.11% | 104 |
|
|
2020
Q2 | $534K | Buy |
4,628
+151
| +3% | +$17.4K | 0.13% | 100 |
|
|
2020
Q1 | $475K | Buy |
4,477
+278
| +7% | +$29.5K | 0.13% | 98 |
|
|
2019
Q4 | $538K | Buy |
+4,199
| New | +$538K | 0.12% | 96 |
|