Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-705
Closed -$209K 126
2025
Q4
$209K Buy
+705
New +$211K 0.03% 123
2025
Q3
Sell
-705
Closed -$208K 135
2025
Q2
$208K Buy
+705
New +$182K 0.02% 134
2022
Q4
Sell
-2,396
Closed -$285K 165
2022
Q3
$285K Buy
2,396
+555
+30% +$72.8K 0.04% 123
2022
Q2
$259K Sell
1,841
-300
-14% -$40.5K 0.04% 130
2022
Q1
$279K Sell
2,141
-1,000
-32% -$130K 0.04% 138
2021
Q4
$420K Sell
3,141
-155
-5% -$19.4K 0.05% 120
2021
Q3
$438K Buy
3,296
+183
+6% +$24.5K 0.06% 115
2021
Q2
$436K Sell
3,113
-2,725
-47% -$373K 0.06% 110
2021
Q1
$744K Buy
5,838
+72
+1% +$8.62K 0.1% 93
2020
Q4
$694K Buy
5,766
+2,339
+68% +$270K 0.1% 95
2020
Q3
$398K Sell
3,427
-25
-0.7% -$2.94K 0.07% 102
2020
Q2
$398K Buy
3,452
+36
+1% +$4.18K 0.07% 101
2020
Q1
$362K Sell
3,416
-304
-8% -$38.4K 0.08% 95
2019
Q4
$476K Sell
3,720
-104
-3% -$13.5K 0.08% 97
2019
Q3
$532K Buy
3,824
+42
+1% +$5.67K 0.1% 94
2019
Q2
$499K Buy
3,782
+2,092
+124% +$275K 0.08% 102
2019
Q1
$228K Buy
+1,690
New +$215K 0.04% 132
2018
Q4
Sell
-2,047
Closed -$295K 150
2018
Q3
$295K Sell
2,047
-295
-13% -$41.2K 0.06% 117
2018
Q2
$312K Hold
2,342
0.07% 104
2018
Q1
$344K Sell
2,342
-391
-14% -$59.2K 0.08% 99
2017
Q4
$401K Buy
+2,733
New +$397K 0.1% 95

Other funds holding IBM