Weil Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,631
+5
| +0.1% | +$1.47K | 0.28% | 61 |
|
|
2025
Q1 | $902K | Sell |
3,626
-200
| -5% | -$49.7K | 0.27% | 54 |
|
|
2024
Q4 | $841K | Buy |
3,826
+21
| +0.6% | +$4.62K | 0.29% | 55 |
|
|
2024
Q3 | $841K | Buy |
3,805
+1
| +0% | +$221 | 0.28% | 69 |
|
|
2024
Q2 | $658K | Buy |
3,804
+80
| +2% | +$13.8K | 0.24% | 83 |
|
|
2024
Q1 | $711K | Buy |
3,724
+22
| +0.6% | +$4.2K | 0.28% | 74 |
|
|
2023
Q4 | $605K | Buy |
3,702
+1
| +0% | +$164 | 0.27% | 68 |
|
|
2023
Q3 | $519K | Sell |
3,701
-1
| -0% | -$140 | 0.26% | 75 |
|
|
2023
Q2 | $495K | Sell |
3,702
-2,735
| -42% | -$366K | 0.22% | 90 |
|
|
2023
Q1 | $844K | Buy |
6,437
+502
| +8% | +$65.8K | 0.38% | 63 |
|
|
2022
Q4 | $836K | Buy |
5,935
+1
| +0% | +$141 | 0.38% | 61 |
|
|
2022
Q3 | $705K | Buy |
5,934
+281
| +5% | +$33.4K | 0.43% | 52 |
|
|
2022
Q2 | $798K | Buy |
5,653
+2,083
| +58% | +$294K | 0.45% | 58 |
|
|
2022
Q1 | $464K | Sell |
3,570
-18
| -0.5% | -$2.34K | 0.23% | 82 |
|
|
2021
Q4 | $480K | Sell |
3,588
-20,062
| -85% | -$2.68M | 0.22% | 86 |
|
|
2021
Q3 | $3.14M | Buy |
23,650
+85
| +0.4% | +$11.3K | 1.63% | 14 |
|
|
2021
Q2 | $3.3M | Buy |
23,565
+3,750
| +19% | +$525K | 1.67% | 14 |
|
|
2021
Q1 | $2.52M | Buy |
19,815
+117
| +0.6% | +$14.9K | 1.43% | 18 |
|
|
2020
Q4 | $2.37M | Sell |
19,698
-1,808
| -8% | -$218K | 1.42% | 16 |
|
|
2020
Q3 | $2.5M | Buy |
21,506
+2,950
| +16% | +$343K | 1.82% | 15 |
|
|
2020
Q2 | $2.14M | Buy |
18,556
+5,960
| +47% | +$688K | 1.81% | 17 |
|
|
2020
Q1 | $1.34M | Buy |
12,596
+2,499
| +25% | +$265K | 1.26% | 23 |
|
|
2019
Q4 | $1.29M | Buy |
10,097
+1,547
| +18% | +$198K | 0.99% | 29 |
|
|
2019
Q3 | $1.19M | Buy |
8,550
+180
| +2% | +$25K | 0.88% | 27 |
|
|
2019
Q2 | $1.1M | Buy |
8,370
+1,892
| +29% | +$249K | 0.9% | 29 |
|
|
2019
Q1 | $874K | Buy |
6,478
+1,868
| +41% | +$252K | 0.73% | 34 |
|
|
2018
Q4 | $501K | Sell |
4,610
-2,324
| -34% | -$253K | 0.45% | 48 |
|
|
2018
Q3 | $974K | Buy |
6,934
+3,667
| +112% | +$515K | 0.8% | 32 |
|
|
2018
Q2 | $436K | Buy |
3,267
+1,046
| +47% | +$140K | 0.37% | 56 |
|
|
2018
Q1 | $326K | Hold |
2,221
| – | – | 0.31% | 68 |
|
|
2017
Q4 | $326K | Buy |
+2,221
| New | +$326K | 0.3% | 66 |
|