West Branch Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,413
+987
| +22% | +$291K | 0.47% | 40 |
|
|
2025
Q1 | $1.1M | Buy |
4,426
+2,121
| +92% | +$527K | 0.37% | 47 |
|
|
2024
Q4 | $507K | Buy |
2,305
+1,390
| +152% | +$306K | 0.16% | 55 |
|
|
2024
Q3 | $202K | Buy |
915
+195
| +27% | +$43.1K | 0.07% | 85 |
|
|
2024
Q2 | $125K | Buy |
720
+150
| +26% | +$25.9K | 0.05% | 109 |
|
|
2024
Q1 | $109K | Sell |
570
-107
| -16% | -$20.4K | 0.04% | 119 |
|
|
2023
Q4 | $111K | Buy |
677
+30
| +5% | +$4.91K | 0.05% | 109 |
|
|
2023
Q3 | $90.8K | Hold |
647
| – | – | 0.05% | 116 |
|
|
2023
Q2 | $86.6K | Sell |
647
-252
| -28% | -$33.7K | 0.04% | 123 |
|
|
2023
Q1 | $118K | Buy |
899
+519
| +137% | +$68K | 0.07% | 106 |
|
|
2022
Q4 | $53.5K | Buy |
380
+10
| +3% | +$1.41K | 0.03% | 158 |
|
|
2022
Q3 | $44K | Hold |
370
| – | – | 0.03% | 177 |
|
|
2022
Q2 | $52K | Buy |
370
+41
| +12% | +$5.76K | 0.03% | 167 |
|
|
2022
Q1 | $43K | Sell |
329
-99
| -23% | -$12.9K | 0.02% | 195 |
|
|
2021
Q4 | $57K | Sell |
428
-37
| -8% | -$4.93K | 0.02% | 193 |
|
|
2021
Q3 | $62K | Hold |
465
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $65K | Buy |
+465
| New | +$65K | 0.03% | 176 |
|
|
2019
Q4 | – | Sell |
-10,359
| Closed | -$1.44M | – | 97 |
|
|
2019
Q3 | $1.44M | Buy |
10,359
+4,668
| +82% | +$649K | 1.07% | 28 |
|
|
2019
Q2 | $750K | Buy |
5,691
+1,904
| +50% | +$251K | 0.62% | 41 |
|
|
2019
Q1 | $511K | Buy |
+3,787
| New | +$511K | 0.46% | 51 |
|
|
2018
Q2 | – | Sell |
-6,995
| Closed | -$1.03M | – | 94 |
|
|
2018
Q1 | $1.03M | Buy |
+6,995
| New | +$1.03M | 1.13% | 31 |
|