WF
Welch & Forbes’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Sell |
59,159
-849
| -1% | -$250K | 0.22% | 80 |
|
|
2025
Q1 | $14.9M | Sell |
60,008
-1,478
| -2% | -$368K | 0.2% | 83 |
|
|
2024
Q4 | $13.5M | Sell |
61,486
-802
| -1% | -$176K | 0.17% | 88 |
|
|
2024
Q3 | $13.8M | Sell |
62,288
-1,307
| -2% | -$289K | 0.18% | 89 |
|
|
2024
Q2 | $11.2M | Sell |
63,595
-1,068
| -2% | -$188K | 0.15% | 92 |
|
|
2024
Q1 | $12.3M | Sell |
64,663
-3,698
| -5% | -$706K | 0.17% | 93 |
|
|
2023
Q4 | $11.2M | Sell |
68,361
-1,174
| -2% | -$192K | 0.17% | 94 |
|
|
2023
Q3 | $9.76M | Sell |
69,535
-2,097
| -3% | -$294K | 0.16% | 99 |
|
|
2023
Q2 | $9.59M | Sell |
71,632
-442
| -0.6% | -$59.1K | 0.15% | 101 |
|
|
2023
Q1 | $9.45M | Sell |
72,074
-3,316
| -4% | -$435K | 0.16% | 103 |
|
|
2022
Q4 | $10.6M | Sell |
75,390
-2,774
| -4% | -$391K | 0.19% | 99 |
|
|
2022
Q3 | $9.29M | Buy |
78,164
+923
| +1% | +$110K | 0.18% | 104 |
|
|
2022
Q2 | $10.9M | Buy |
77,241
+271
| +0.4% | +$38.3K | 0.2% | 97 |
|
|
2022
Q1 | $10M | Buy |
76,970
+1,588
| +2% | +$206K | 0.16% | 107 |
|
|
2021
Q4 | $10.1M | Sell |
75,382
-192
| -0.3% | -$25.7K | 0.15% | 109 |
|
|
2021
Q3 | $10.5M | Buy |
75,574
+102
| +0.1% | +$14.2K | 0.17% | 104 |
|
|
2021
Q2 | $11.1M | Sell |
75,472
-870
| -1% | -$128K | 0.19% | 103 |
|
|
2021
Q1 | $10.2M | Sell |
76,342
-1,223
| -2% | -$163K | 0.19% | 103 |
|
|
2020
Q4 | $9.76M | Sell |
77,565
-2,662
| -3% | -$335K | 0.19% | 100 |
|
|
2020
Q3 | $9.76M | Buy |
80,227
+1,195
| +2% | +$145K | 0.21% | 94 |
|
|
2020
Q2 | $9.54M | Sell |
79,032
-2,814
| -3% | -$340K | 0.22% | 92 |
|
|
2020
Q1 | $9.08M | Sell |
81,846
-3,775
| -4% | -$419K | 0.25% | 89 |
|
|
2019
Q4 | $11.5M | Sell |
85,621
-1,607
| -2% | -$215K | 0.26% | 91 |
|
|
2019
Q3 | $12.7M | Buy |
87,228
+236
| +0.3% | +$34.3K | 0.3% | 84 |
|
|
2019
Q2 | $12M | Sell |
86,992
-9,020
| -9% | -$1.24M | 0.29% | 89 |
|
|
2019
Q1 | $13.5M | Sell |
96,012
-774
| -0.8% | -$109K | 0.34% | 80 |
|
|
2018
Q4 | $11M | Sell |
96,786
-2,272
| -2% | -$258K | 0.31% | 86 |
|
|
2018
Q3 | $15M | Sell |
99,058
-1,407
| -1% | -$213K | 0.36% | 81 |
|
|
2018
Q2 | $14M | Sell |
100,465
-3,912
| -4% | -$547K | 0.36% | 79 |
|
|
2018
Q1 | $16M | Sell |
104,377
-2,980
| -3% | -$457K | 0.41% | 79 |
|
|
2017
Q4 | $16.5M | Sell |
107,357
-6,728
| -6% | -$1.03M | 0.44% | 75 |
|
|
2017
Q3 | $16.6M | Sell |
114,085
-43,608
| -28% | -$6.33M | 0.44% | 77 |
|
|
2017
Q2 | $24.3M | Sell |
157,693
-14,019
| -8% | -$2.16M | 0.68% | 50 |
|
|
2017
Q1 | $29.9M | Sell |
171,712
-3,781
| -2% | -$658K | 0.86% | 36 |
|
|
2016
Q4 | $29.1M | Buy |
175,493
+1,242
| +0.7% | +$206K | 0.87% | 36 |
|
|
2016
Q3 | $27.7M | Sell |
174,251
-5,861
| -3% | -$931K | 0.96% | 33 |
|
|
2016
Q2 | $27.3M | Sell |
180,112
-11,319
| -6% | -$1.72M | 0.83% | 39 |
|
|
2016
Q1 | $29M | Sell |
191,431
-13,620
| -7% | -$2.06M | 0.9% | 34 |
|
|
2015
Q4 | $28.2M | Sell |
205,051
-7,685
| -4% | -$1.06M | 0.91% | 36 |
|
|
2015
Q3 | $30.8M | Sell |
212,736
-2,962
| -1% | -$429K | 1.03% | 30 |
|
|
2015
Q2 | $35.1M | Sell |
215,698
-8,468
| -4% | -$1.38M | 1.09% | 32 |
|
|
2015
Q1 | $36M | Sell |
224,166
-9,030
| -4% | -$1.45M | 1.08% | 31 |
|
|
2014
Q4 | $37.4M | Sell |
233,196
-10,788
| -4% | -$1.73M | 1.1% | 30 |
|
|
2014
Q3 | $46.3M | Sell |
243,984
-3,116
| -1% | -$592K | 1.41% | 16 |
|
|
2014
Q2 | $44.8M | Sell |
247,100
-400
| -0.2% | -$72.5K | 1.41% | 17 |
|
|
2014
Q1 | $47.6M | Sell |
247,500
-7,013
| -3% | -$1.35M | 1.51% | 13 |
|
|
2013
Q4 | $47.7M | Sell |
254,513
-2,636
| -1% | -$494K | 1.51% | 13 |
|
|
2013
Q3 | $47.6M | Sell |
257,149
-802
| -0.3% | -$149K | 1.6% | 12 |
|
|
2013
Q2 | $49.3M | Buy |
+257,951
| New | +$49.3M | 1.76% | 8 |
|