Wendell David Associates’s IBM IBM Stock Holding History

Wendell David Associates’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.43M	Hold
2025 Q1	$2.05M	Buy
2024 Q4	$1.8M	Sell
2024 Q3	$1.86M	Sell
2024 Q2	$1.48M	Sell
2024 Q1	$1.64M	Buy
2023 Q4	$1.4M	Sell
2023 Q3	$1.26M	Buy
2023 Q2	$1.02M	Hold
2023 Q1	$1M	Hold
2022 Q4	$1.07M	Hold
2022 Q3	$907K	Hold
2022 Q2	$1.08M	Hold
2022 Q1	$992K	Sell
2021 Q4	$1.03M	Sell
2021 Q3	$1.07M	Hold
2021 Q2	$1.13M	Hold
2021 Q1	$1.03M	Hold
2020 Q4	$973K	Sell
2020 Q3	$950K	Hold
2020 Q2	$943K	Hold
2020 Q1	$866K	Sell
2019 Q4	$1.06M	Sell
2019 Q3	$1.34M	Buy
2019 Q2	$1.26M	Hold
2019 Q1	$1.29M	Hold
2018 Q4	$1.04M	Sell
2018 Q3	$1.41M	Hold
2018 Q2	$1.3M	Buy
2018 Q1	$1.38M	Hold
2017 Q4	$1.38M	Sell
2017 Q3	$1.53M	Hold
2017 Q2	$1.63M	Sell
2017 Q1	$1.91M	Sell
2016 Q4	$1.85M	Hold
2016 Q3	$1.77M	Sell
2016 Q2	$1.71M	Sell
2016 Q1	$1.94M	Sell
2015 Q4	$1.91M	Sell
2015 Q3	$2.19M	Sell
2015 Q2	$2.59M	Sell
2015 Q1	$2.65M	Sell
2014 Q4	$2.9M	Sell
2014 Q3	$4.43M	Sell
2014 Q2	$4.39M	Sell
2014 Q1	$5.11M	Sell
2013 Q4	$7.2M	Sell
2013 Q3	$9.89M	Buy
2013 Q2	$10.1M	Buy