UCMOK
United Capital Management of KS’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
15,994
+15
| +0.1% | +$4.42K | 0.74% | 45 |
|
|
2025
Q1 | $3.97M | Buy |
15,979
+77
| +0.5% | +$19.1K | 0.82% | 40 |
|
|
2024
Q4 | $3.5M | Sell |
15,902
-316
| -2% | -$69.5K | 0.64% | 48 |
|
|
2024
Q3 | $3.59M | Buy |
16,218
+173
| +1% | +$38.2K | 0.78% | 44 |
|
|
2024
Q2 | $2.77M | Buy |
16,045
+146
| +0.9% | +$25.3K | 0.61% | 45 |
|
|
2024
Q1 | $3.04M | Buy |
15,899
+42
| +0.3% | +$8.02K | 0.7% | 48 |
|
|
2023
Q4 | $2.59M | Buy |
15,857
+778
| +5% | +$127K | 0.78% | 45 |
|
|
2023
Q3 | $2.12M | Buy |
15,079
+253
| +2% | +$35.5K | 0.72% | 46 |
|
|
2023
Q2 | $1.98M | Sell |
14,826
-322
| -2% | -$43.1K | 0.64% | 49 |
|
|
2023
Q1 | $1.99M | Buy |
15,148
+27
| +0.2% | +$3.54K | 0.74% | 48 |
|
|
2022
Q4 | $2.13M | Buy |
15,121
+285
| +2% | +$40.2K | 0.88% | 41 |
|
|
2022
Q3 | $1.76M | Buy |
14,836
+275
| +2% | +$32.7K | 0.83% | 48 |
|
|
2022
Q2 | $2.06M | Buy |
14,561
+224
| +2% | +$31.6K | 0.97% | 46 |
|
|
2022
Q1 | $1.86M | Buy |
14,337
+863
| +6% | +$112K | 0.72% | 53 |
|
|
2021
Q4 | $1.8M | Buy |
13,474
+1,138
| +9% | +$152K | 0.67% | 53 |
|
|
2021
Q3 | $1.71M | Buy |
12,336
+110
| +0.9% | +$15.3K | 0.7% | 51 |
|
|
2021
Q2 | $1.79M | Buy |
12,226
+610
| +5% | +$89.4K | 0.73% | 51 |
|
|
2021
Q1 | $1.55M | Sell |
11,616
-401
| -3% | -$53.4K | 0.71% | 51 |
|
|
2020
Q4 | $1.51M | Buy |
12,017
+486
| +4% | +$61.2K | 0.69% | 50 |
|
|
2020
Q3 | $1.4M | Buy |
11,531
+327
| +3% | +$39.8K | 0.73% | 49 |
|
|
2020
Q2 | $1.35M | Buy |
+11,204
| New | +$1.35M | 0.79% | 46 |
|