WG
Welch Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6M | Sell |
300,394
-819
| -0.3% | -$241K | 3.7% | 2 |
|
|
2025
Q1 | $73.5M | Sell |
301,213
-18,034
| -6% | -$4.4M | 3.23% | 6 |
|
|
2024
Q4 | $70.3M | Sell |
319,247
-3,728
| -1% | -$821K | 3.17% | 5 |
|
|
2024
Q3 | $71.4M | Sell |
322,975
-1,213
| -0.4% | -$268K | 3.1% | 4 |
|
|
2024
Q2 | $56.1M | Sell |
324,188
-90
| -0% | -$15.6K | 2.69% | 14 |
|
|
2024
Q1 | $61.9M | Sell |
324,278
-19,567
| -6% | -$3.74M | 3.07% | 6 |
|
|
2023
Q4 | $56.2M | Buy |
343,845
+1,771
| +0.5% | +$290K | 3.03% | 7 |
|
|
2023
Q3 | $48M | Sell |
342,074
-325
| -0.1% | -$45.6K | 2.84% | 11 |
|
|
2023
Q2 | $45.8M | Buy |
342,399
+6,927
| +2% | +$927K | 2.63% | 19 |
|
|
2023
Q1 | $44M | Buy |
335,472
+3,420
| +1% | +$448K | 2.56% | 21 |
|
|
2022
Q4 | $46.8M | Buy |
332,052
+8,490
| +3% | +$1.2M | 2.68% | 18 |
|
|
2022
Q3 | $38.4M | Buy |
323,562
+11,151
| +4% | +$1.32M | 2.5% | 21 |
|
|
2022
Q2 | $44.1M | Buy |
312,411
+9,861
| +3% | +$1.39M | 2.69% | 16 |
|
|
2022
Q1 | $39.3M | Buy |
302,550
+20,817
| +7% | +$2.71M | 2.25% | 25 |
|
|
2021
Q4 | $37.7M | Buy |
281,733
+18,194
| +7% | +$2.43M | 2.2% | 25 |
|
|
2021
Q3 | $36.6M | Buy |
263,539
+4,924
| +2% | +$684K | 2.48% | 19 |
|
|
2021
Q2 | $37.9M | Buy |
258,615
+4,406
| +2% | +$646K | 2.58% | 20 |
|
|
2021
Q1 | $33.9M | Buy |
254,209
+73,340
| +41% | +$9.77M | 2.44% | 26 |
|
|
2020
Q4 | $22.8M | Sell |
180,869
-47,972
| -21% | -$6.04M | 1.83% | 29 |
|
|
2020
Q3 | $27.8M | Buy |
228,841
+9,321
| +4% | +$1.13M | 2.43% | 27 |
|
|
2020
Q2 | $26.5M | Buy |
219,520
+2,505
| +1% | +$303K | 2.48% | 24 |
|
|
2020
Q1 | $24.1M | Buy |
217,015
+31,899
| +17% | +$3.54M | 2.57% | 21 |
|
|
2019
Q4 | $24.8M | Sell |
185,116
-6,826
| -4% | -$915K | 2.44% | 27 |
|
|
2019
Q3 | $27.9M | Buy |
191,942
+4,113
| +2% | +$598K | 2.87% | 22 |
|
|
2019
Q2 | $25.9M | Buy |
187,829
+8,320
| +5% | +$1.15M | 2.76% | 24 |
|
|
2019
Q1 | $25.3M | Buy |
179,509
+44,101
| +33% | +$6.22M | 2.79% | 25 |
|
|
2018
Q4 | $15.4M | Sell |
135,408
-24,273
| -15% | -$2.76M | 1.89% | 32 |
|
|
2018
Q3 | $24.1K | Buy |
159,681
+8,152
| +5% | +$1.23K | 2.51% | 24 |
|
|
2018
Q2 | $21.2M | Buy |
151,529
+7,323
| +5% | +$1.02M | 2.64% | 27 |
|
|
2018
Q1 | $22.1M | Buy |
144,206
+38,510
| +36% | +$5.91M | 2.8% | 23 |
|
|
2017
Q4 | $16.2M | Buy |
105,696
+601
| +0.6% | +$92.2K | 2.52% | 26 |
|
|
2017
Q3 | $15.2M | Buy |
105,095
+3,803
| +4% | +$552K | 2.55% | 28 |
|
|
2017
Q2 | $15.6M | Buy |
101,292
+9,791
| +11% | +$1.51M | 2.6% | 27 |
|
|
2017
Q1 | $15.9M | Sell |
91,501
-154
| -0.2% | -$26.8K | 3% | 16 |
|
|
2016
Q4 | $15.2M | Buy |
91,655
+1,114
| +1% | +$185K | 2.97% | 16 |
|
|
2016
Q3 | $14.4M | Buy |
90,541
+13,520
| +18% | +$2.15M | 2.86% | 20 |
|
|
2016
Q2 | $11.7M | Sell |
77,021
-8,996
| -10% | -$1.37M | 2.38% | 29 |
|
|
2016
Q1 | $13M | Buy |
86,017
+23,166
| +37% | +$3.51M | 2.18% | 29 |
|
|
2015
Q4 | $8.65M | Buy |
62,851
+57,753
| +1,133% | +$7.95M | 1.55% | 30 |
|
|
2015
Q3 | $740K | Buy |
5,098
+626
| +14% | +$90.9K | 0.14% | 52 |
|
|
2015
Q2 | $727K | Hold |
4,472
| – | – | 0.14% | 56 |
|
|
2015
Q1 | $718 | Buy |
4,472
+127
| +3% | +$20 | 0.13% | 56 |
|
|
2014
Q4 | $697K | Sell |
4,345
-4
| -0.1% | -$642 | 0.13% | 56 |
|
|
2014
Q3 | $826K | Sell |
4,349
-12
| -0.3% | -$2.28K | 0.17% | 48 |
|
|
2014
Q2 | $791K | Sell |
4,361
-31
| -0.7% | -$5.62K | 0.16% | 55 |
|
|
2014
Q1 | $845K | Sell |
4,392
-4
| -0.1% | -$770 | 0.19% | 47 |
|
|
2013
Q4 | $825K | Buy |
4,396
+148
| +3% | +$27.8K | 0.19% | 49 |
|
|
2013
Q3 | $787K | Buy |
4,248
+187
| +5% | +$34.6K | 0.19% | 50 |
|
|
2013
Q2 | $776K | Buy |
+4,061
| New | +$776K | 0.2% | 49 |
|