The Family Firm’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $842K | Buy |
|
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|
2024
Q4 | $744K | Buy |
|
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|
2024
Q3 | $747K | Buy |
|
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|
2024
Q2 | $583K | Buy |
|
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|
2024
Q1 | $643K | Buy |
|
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|
2023
Q4 | $550K | Buy |
|
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|
2023
Q3 | $471K | Buy |
|
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|
2023
Q2 | $440K | Buy |
|
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|
2023
Q1 | $430K | Sell |
|
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|
2022
Q4 | $940K | Buy |
|
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|
2022
Q3 | $791K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $322K | Sell |
|
|||||
|
2021
Q2 | $397K | Buy |
|
|||||
|
2021
Q1 | $360K | Buy |
|
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|
2020
Q4 | $345K | Sell |
|
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|
2020
Q3 | $383K | Buy |
|
|||||
|
2020
Q2 | $328K | Buy |
|
|||||
|
2020
Q1 | $281K | Buy |
|
|||||
|
2019
Q4 | $339K | Buy |
|
|||||
|
2019
Q3 | $368K | Buy |
|
|||||
|
2019
Q2 | $349K | Buy |
|
|||||
|
2019
Q1 | $357K | Buy |
|
|||||
|
2018
Q4 | $287K | Buy |
|
|||||
|
2018
Q3 | $382K | Sell |
|
|||||
|
2018
Q2 | $363K | Sell |
|
|||||
|
2018
Q1 | $447K | Sell |
|
|||||
|
2017
Q4 | $455K | Sell |
|
|||||
|
2017
Q3 | $442K | Sell |
|
|||||
|
2017
Q2 | $471K | Sell |
|
|||||
|
2017
Q1 | $533K | Sell |
|
|||||
|
2016
Q4 | $522K | Sell |
|
|||||
|
2016
Q3 | $511K | Buy |
|
|||||
|
2016
Q2 | $482K | Buy |
|
|||||
|
2016
Q1 | $481K | Sell |
|
|||||
|
2015
Q4 | $443K | Sell |
|
|||||
|
2015
Q3 | $552K | Sell |
|
|||||
|
2015
Q2 | $649K | Sell |
|
|||||
|
2015
Q1 | $719K | Buy |
|
|||||
|
2014
Q4 | $718K | Buy |
|