The Family Firm’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,384
| Closed | -$842K | – | 130 |
|
|
2025
Q1 | $842K | Buy |
3,384
+2
| +0.1% | +$497 | 0.19% | 84 |
|
|
2024
Q4 | $744K | Buy |
3,382
+4
| +0.1% | +$879 | 0.17% | 88 |
|
|
2024
Q3 | $747K | Buy |
3,378
+5
| +0.1% | +$1.11K | 0.16% | 92 |
|
|
2024
Q2 | $583K | Buy |
3,373
+6
| +0.2% | +$1.04K | 0.13% | 102 |
|
|
2024
Q1 | $643K | Buy |
3,367
+5
| +0.1% | +$955 | 0.16% | 93 |
|
|
2023
Q4 | $550K | Buy |
3,362
+7
| +0.2% | +$1.15K | 0.14% | 99 |
|
|
2023
Q3 | $471K | Buy |
3,355
+67
| +2% | +$9.4K | 0.13% | 103 |
|
|
2023
Q2 | $440K | Buy |
3,288
+7
| +0.2% | +$937 | 0.12% | 109 |
|
|
2023
Q1 | $430K | Sell |
3,281
-3,393
| -51% | -$445K | 0.12% | 108 |
|
|
2022
Q4 | $940K | Buy |
6,674
+14
| +0.2% | +$1.97K | 0.27% | 72 |
|
|
2022
Q3 | $791K | Buy |
+6,660
| New | +$791K | 0.25% | 76 |
|
|
2021
Q4 | – | Sell |
-2,378
| Closed | -$322K | – | 182 |
|
|
2021
Q3 | $322K | Sell |
2,378
-456
| -16% | -$61.7K | 0.08% | 132 |
|
|
2021
Q2 | $397K | Buy |
2,834
+10
| +0.4% | +$1.4K | 0.11% | 111 |
|
|
2021
Q1 | $360K | Buy |
2,824
+10
| +0.4% | +$1.28K | 0.1% | 117 |
|
|
2020
Q4 | $345K | Sell |
2,814
-479
| -15% | -$58.7K | 0.1% | 115 |
|
|
2020
Q3 | $383K | Buy |
3,293
+451
| +16% | +$52.5K | 0.14% | 101 |
|
|
2020
Q2 | $328K | Buy |
2,842
+192
| +7% | +$22.2K | 0.12% | 108 |
|
|
2020
Q1 | $281K | Buy |
2,650
+2
| +0.1% | +$212 | 0.12% | 109 |
|
|
2019
Q4 | $339K | Buy |
2,648
+1
| +0% | +$128 | 0.11% | 111 |
|
|
2019
Q3 | $368K | Buy |
2,647
+2
| +0.1% | +$278 | 0.13% | 96 |
|
|
2019
Q2 | $349K | Buy |
2,645
+1
| +0% | +$132 | 0.12% | 102 |
|
|
2019
Q1 | $357K | Buy |
2,644
+1
| +0% | +$135 | 0.13% | 99 |
|
|
2018
Q4 | $287K | Buy |
2,643
+1
| +0% | +$109 | 0.11% | 104 |
|
|
2018
Q3 | $382K | Sell |
2,642
-79
| -3% | -$11.4K | 0.14% | 94 |
|
|
2018
Q2 | $363K | Sell |
2,721
-328
| -11% | -$43.8K | 0.14% | 92 |
|
|
2018
Q1 | $447K | Sell |
3,049
-52
| -2% | -$7.62K | 0.17% | 78 |
|
|
2017
Q4 | $455K | Sell |
3,101
-85
| -3% | -$12.5K | 0.18% | 74 |
|
|
2017
Q3 | $442K | Sell |
3,186
-14
| -0.4% | -$1.94K | 0.18% | 74 |
|
|
2017
Q2 | $471K | Sell |
3,200
-2
| -0.1% | -$294 | 0.21% | 69 |
|
|
2017
Q1 | $533K | Sell |
3,202
-87
| -3% | -$14.5K | 0.25% | 60 |
|
|
2016
Q4 | $522K | Sell |
3,289
-79
| -2% | -$12.5K | 0.25% | 62 |
|
|
2016
Q3 | $511K | Buy |
3,368
+43
| +1% | +$6.52K | 0.24% | 63 |
|
|
2016
Q2 | $482K | Buy |
3,325
+2
| +0.1% | +$290 | 0.24% | 60 |
|
|
2016
Q1 | $481K | Sell |
3,323
-44
| -1% | -$6.37K | 0.24% | 60 |
|
|
2015
Q4 | $443K | Sell |
3,367
-614
| -15% | -$80.8K | 0.24% | 66 |
|
|
2015
Q3 | $552K | Sell |
3,981
-189
| -5% | -$26.2K | 0.3% | 56 |
|
|
2015
Q2 | $649K | Sell |
4,170
-514
| -11% | -$80K | 0.33% | 50 |
|
|
2015
Q1 | $719K | Buy |
4,684
+1
| +0% | +$154 | 0.37% | 44 |
|
|
2014
Q4 | $718K | Buy |
+4,683
| New | +$718K | 0.37% | 46 |
|