Stolper & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Sell |
16,007
-871
| -5% | -$257K | 1.55% | 26 |
|
|
2025
Q1 | $4.2M | Sell |
16,878
-80
| -0.5% | -$19.9K | 1.38% | 28 |
|
|
2024
Q4 | $3.73M | Sell |
16,958
-18
| -0.1% | -$3.96K | 1.24% | 29 |
|
|
2024
Q3 | $3.75M | Buy |
16,976
+25
| +0.1% | +$5.53K | 1.23% | 29 |
|
|
2024
Q2 | $2.93M | Sell |
16,951
-181
| -1% | -$31.3K | 1.03% | 30 |
|
|
2024
Q1 | $3.27M | Sell |
17,132
-168
| -1% | -$32.1K | 1.18% | 30 |
|
|
2023
Q4 | $2.83M | Sell |
17,300
-331
| -2% | -$54.1K | 1.14% | 29 |
|
|
2023
Q3 | $2.47M | Sell |
17,631
-17
| -0.1% | -$2.39K | 1.07% | 31 |
|
|
2023
Q2 | $2.36M | Buy |
17,648
+65
| +0.4% | +$8.7K | 0.99% | 31 |
|
|
2023
Q1 | $2.31M | Sell |
17,583
-24,165
| -58% | -$3.17M | 0.99% | 32 |
|
|
2022
Q4 | $5.88M | Sell |
41,748
-34
| -0.1% | -$4.79K | 2.58% | 9 |
|
|
2022
Q3 | $4.96M | Buy |
41,782
+1,645
| +4% | +$195K | 2.45% | 10 |
|
|
2022
Q2 | $5.67M | Buy |
40,137
+879
| +2% | +$124K | 2.66% | 10 |
|
|
2022
Q1 | $5.1M | Buy |
39,258
+1,666
| +4% | +$217K | 2.16% | 17 |
|
|
2021
Q4 | $5.03M | Sell |
37,592
-1,936
| -5% | -$259K | 2.24% | 17 |
|
|
2021
Q3 | $5.25M | Buy |
39,528
+371
| +0.9% | +$49.3K | 2.51% | 11 |
|
|
2021
Q2 | $5.49M | Buy |
39,157
+613
| +2% | +$85.9K | 2.59% | 11 |
|
|
2021
Q1 | $4.91M | Buy |
38,544
+2,669
| +7% | +$340K | 2.53% | 12 |
|
|
2020
Q4 | $4.32M | Buy |
35,875
+3,567
| +11% | +$429K | 2.42% | 13 |
|
|
2020
Q3 | $3.76M | Sell |
32,308
-1,467
| -4% | -$171K | 2.43% | 12 |
|
|
2020
Q2 | $3.9M | Sell |
33,775
-1,416
| -4% | -$164K | 2.55% | 9 |
|
|
2020
Q1 | $3.73M | Buy |
+35,191
| New | +$3.73M | 2.68% | 8 |
|