West Coast Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,310
| Closed | -$326K | – | 60 |
|
|
2025
Q1 | $326K | Buy |
1,310
+28
| +2% | +$6.96K | 0.04% | 133 |
|
|
2024
Q4 | $282K | Sell |
1,282
-76
| -6% | -$16.7K | 0.03% | 142 |
|
|
2024
Q3 | $300K | Hold |
1,358
| – | – | 0.03% | 142 |
|
|
2024
Q2 | $235K | Buy |
1,358
+106
| +8% | +$18.3K | 0.03% | 155 |
|
|
2024
Q1 | $239K | Buy |
+1,252
| New | +$239K | 0.03% | 149 |
|
|
2021
Q3 | – | Sell |
-1,483
| Closed | -$208K | – | 136 |
|
|
2021
Q2 | $208K | Sell |
1,483
-327
| -18% | -$45.9K | 0.03% | 130 |
|
|
2021
Q1 | $231K | Buy |
+1,810
| New | +$231K | 0.04% | 116 |
|
|
2020
Q1 | – | Sell |
-1,699
| Closed | -$218K | – | 105 |
|
|
2019
Q4 | $218K | Sell |
1,699
-50
| -3% | -$6.42K | 0.05% | 104 |
|
|
2019
Q3 | $243K | Hold |
1,749
| – | – | 0.06% | 102 |
|
|
2019
Q2 | $231K | Buy |
1,749
+105
| +6% | +$13.9K | 0.05% | 102 |
|
|
2019
Q1 | $222K | Buy |
+1,644
| New | +$222K | 0.05% | 109 |
|
|
2018
Q4 | – | Sell |
-3,288
| Closed | -$475K | – | 119 |
|
|
2018
Q3 | $475K | Sell |
3,288
-28,142
| -90% | -$4.07M | 0.11% | 100 |
|
|
2018
Q2 | $4.2M | Sell |
31,430
-1,314
| -4% | -$176K | 1.16% | 29 |
|
|
2018
Q1 | $4.8M | Buy |
32,744
+1,093
| +3% | +$160K | 1.37% | 28 |
|
|
2017
Q4 | $4.64M | Buy |
31,651
+1,168
| +4% | +$171K | 1.31% | 31 |
|
|
2017
Q3 | $4.23M | Buy |
30,483
+1,050
| +4% | +$146K | 1.15% | 33 |
|
|
2017
Q2 | $4.33M | Buy |
29,433
+1,583
| +6% | +$233K | 1.38% | 27 |
|
|
2017
Q1 | $4.64M | Buy |
27,850
+375
| +1% | +$62.4K | 1.47% | 22 |
|
|
2016
Q4 | $4.36M | Buy |
27,475
+385
| +1% | +$61K | 1.39% | 23 |
|
|
2016
Q3 | $4.11M | Buy |
27,090
+84
| +0.3% | +$12.8K | 1.32% | 28 |
|
|
2016
Q2 | $3.92M | Buy |
27,006
+1,620
| +6% | +$235K | 1.42% | 29 |
|
|
2016
Q1 | $3.68M | Buy |
25,386
+1,261
| +5% | +$183K | 1.52% | 30 |
|
|
2015
Q4 | $3.17M | Sell |
24,125
-1,712
| -7% | -$225K | 1.33% | 28 |
|
|
2015
Q3 | $3.58M | Buy |
25,837
+433
| +2% | +$60K | 1.6% | 22 |
|
|
2015
Q2 | $3.95M | Buy |
25,404
+3,079
| +14% | +$479K | 1.73% | 24 |
|
|
2015
Q1 | $3.43M | Sell |
22,325
-473
| -2% | -$72.6K | 1.59% | 28 |
|
|
2014
Q4 | $3.5M | Buy |
22,798
+199
| +0.9% | +$30.5K | 1.81% | 24 |
|
|
2014
Q3 | $4.1M | Sell |
22,599
-676
| -3% | -$123K | 2.31% | 9 |
|
|
2014
Q2 | $4M | Buy |
23,275
+5,119
| +28% | +$879K | 2.11% | 12 |
|
|
2014
Q1 | $3.34M | Buy |
18,156
+12
| +0.1% | +$2.21K | 1.7% | 23 |
|
|
2013
Q4 | $3.25M | Sell |
18,144
-553
| -3% | -$99.2K | 1.68% | 24 |
|
|
2013
Q3 | $3.31M | Buy |
18,697
+185
| +1% | +$32.8K | 1.83% | 16 |
|
|
2013
Q2 | $3.38M | Buy |
+18,512
| New | +$3.38M | 1.84% | 12 |
|