Uniplan Investment Counsel’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 |
-15,756
| Closed | -$3.92M | – | 194 |
|
2025
Q1 | $3.92M | Sell |
15,756
-522
| -3% | -$130K | 0.38% | 70 |
|
2024
Q4 | $3.58M | Buy |
16,278
+389
| +2% | +$85.5K | 0.33% | 79 |
|
2024
Q3 | $3.51M | Sell |
15,889
-1,061
| -6% | -$235K | 0.31% | 74 |
|
2024
Q2 | $2.93M | Sell |
16,950
-328
| -2% | -$56.7K | 0.27% | 86 |
|
2024
Q1 | $3.3M | Sell |
17,278
-2,823
| -14% | -$539K | 0.26% | 79 |
|
2023
Q4 | $3.29M | Buy |
+20,101
| New | +$3.29M | 0.24% | 82 |
|
2021
Q1 | – | Sell |
-44,303
| Closed | -$5.33M | – | 133 |
|
2020
Q4 | $5.33M | Sell |
44,303
-4,569
| -9% | -$550K | 0.36% | 54 |
|
2020
Q3 | $5.68M | Sell |
48,872
-3,242
| -6% | -$377K | 0.4% | 51 |
|
2020
Q2 | $6.02M | Sell |
52,114
-9,576
| -16% | -$1.11M | 0.42% | 50 |
|
2020
Q1 | $6.54M | Buy |
+61,690
| New | +$6.54M | 0.49% | 47 |
|