West Family Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
5,183
+1,455
| +39% | +$429K | 0.4% | 42 |
|
|
2025
Q1 | $927K | Buy |
3,728
+9
| +0.2% | +$2.24K | 0.35% | 58 |
|
|
2024
Q4 | $818K | Sell |
3,719
-44
| -1% | -$9.67K | 0.28% | 70 |
|
|
2024
Q3 | $832K | Buy |
3,763
+782
| +26% | +$173K | 0.28% | 68 |
|
|
2024
Q2 | $516K | Sell |
2,981
-18
| -0.6% | -$3.11K | 0.15% | 106 |
|
|
2024
Q1 | $573K | Buy |
2,999
+263
| +10% | +$50.2K | 0.18% | 102 |
|
|
2023
Q4 | $447K | Buy |
2,736
+194
| +8% | +$31.7K | 0.15% | 104 |
|
|
2023
Q3 | $357K | Buy |
2,542
+594
| +30% | +$83.3K | 0.12% | 128 |
|
|
2023
Q2 | $261K | Buy |
+1,948
| New | +$261K | 0.1% | 181 |
|
|
2023
Q1 | – | Sell |
-3,361
| Closed | -$474K | – | 238 |
|
|
2022
Q4 | $474K | Buy |
3,361
+637
| +23% | +$89.7K | 0.16% | 107 |
|
|
2022
Q3 | $324K | Sell |
2,724
-123
| -4% | -$14.6K | 0.13% | 142 |
|
|
2022
Q2 | $402K | Buy |
2,847
+197
| +7% | +$27.8K | 0.16% | 113 |
|
|
2022
Q1 | $345K | Buy |
2,650
+500
| +23% | +$65.1K | 0.1% | 167 |
|
|
2021
Q4 | $287K | Sell |
2,150
-371
| -15% | -$49.5K | 0.08% | 213 |
|
|
2021
Q3 | $335K | Buy |
2,521
+206
| +9% | +$27.4K | 0.09% | 196 |
|
|
2021
Q2 | $324K | Buy |
+2,315
| New | +$324K | 0.09% | 210 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 81 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 82 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 104 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 104 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 105 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 101 |
|