Tortoise Investment Management’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 | $796K | Buy |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $596K | Buy |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $450K | Buy |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $364K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $477K | Sell |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $455K | Sell |
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|
2020
Q1 | $464K | Hold |
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|
2019
Q4 | $561K | Hold |
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|
2019
Q3 | $609K | Sell |
|
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|
2019
Q2 | $582K | Hold |
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|
2019
Q1 | $596K | Hold |
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|
2018
Q4 | $480K | Sell |
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|
2018
Q3 | $671K | Buy |
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|
2018
Q2 | $606K | Hold |
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|
2018
Q1 | $665K | Hold |
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|
2017
Q4 | $665K | Buy |
|
|||||
|
2017
Q3 | $610K | Buy |
|
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|
2017
Q2 | $492K | Sell |
|
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|
2017
Q1 | $570K | Buy |
|
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|
2016
Q4 | $540K | Buy |
|
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|
2016
Q3 | $492K | Sell |
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|
2016
Q2 | $538K | Sell |
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|
2016
Q1 | $745K | Sell |
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|
2015
Q4 | $830K | Buy |
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|
2015
Q3 | $843K | Sell |
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|
2015
Q2 | $1.04M | Sell |
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|
2015
Q1 | $1.06M | Sell |
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|
2014
Q4 | $1.08M | Buy |
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|
2014
Q3 | $1.28M | Sell |
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|
2014
Q2 | $1.25M | Buy |
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|
2014
Q1 | $1.18M | Sell |
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|
2013
Q4 | $1.17M | Sell |
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|
2013
Q3 | $1.18M | Hold |
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|
2013
Q2 | $1.21M | Buy |
|