Westfield Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Hold |
3,320
| – | – | ﹤0.01% | 223 |
|
|
2025
Q1 | $826K | Sell |
3,320
-47,323
| -93% | -$11.8M | ﹤0.01% | 229 |
|
|
2024
Q4 | $11.1M | Sell |
50,643
-2,050
| -4% | -$451K | 0.05% | 182 |
|
|
2024
Q3 | $11.6M | Sell |
52,693
-45,299
| -46% | -$10M | 0.05% | 191 |
|
|
2024
Q2 | $16.9M | Buy |
97,992
+10,774
| +12% | +$1.86M | 0.08% | 188 |
|
|
2024
Q1 | $16.7M | Sell |
87,218
-4,828
| -5% | -$922K | 0.09% | 187 |
|
|
2023
Q4 | $15.1M | Buy |
92,046
+1,837
| +2% | +$300K | 0.09% | 184 |
|
|
2023
Q3 | $12.7M | Buy |
90,209
+5,394
| +6% | +$757K | 0.09% | 174 |
|
|
2023
Q2 | $11.3M | Buy |
84,815
+5,276
| +7% | +$706K | 0.07% | 177 |
|
|
2023
Q1 | $10.4M | Buy |
79,539
+8,177
| +11% | +$1.07M | 0.07% | 178 |
|
|
2022
Q4 | $10.1M | Buy |
71,362
+3,866
| +6% | +$545K | 0.08% | 174 |
|
|
2022
Q3 | $8.02M | Buy |
67,496
+3,684
| +6% | +$438K | 0.06% | 183 |
|
|
2022
Q2 | $9.01M | Buy |
63,812
+14,737
| +30% | +$2.08M | 0.07% | 181 |
|
|
2022
Q1 | $6.38M | Buy |
+49,075
| New | +$6.38M | 0.04% | 196 |
|
|
2021
Q3 | – | Sell |
-5,795
| Closed | -$812K | – | 248 |
|
|
2021
Q2 | $812K | Buy |
+5,795
| New | +$812K | ﹤0.01% | 223 |
|
|
2020
Q3 | – | Sell |
-2,092
| Closed | -$242K | – | 243 |
|
|
2020
Q2 | $242K | Hold |
2,092
| – | – | ﹤0.01% | 229 |
|
|
2020
Q1 | $222K | Hold |
2,092
| – | – | ﹤0.01% | 216 |
|
|
2019
Q4 | $268K | Hold |
2,092
| – | – | ﹤0.01% | 230 |
|
|
2019
Q3 | $291K | Hold |
2,092
| – | – | ﹤0.01% | 232 |
|
|
2019
Q2 | $276K | Sell |
2,092
-538,440
| -100% | -$71M | ﹤0.01% | 240 |
|
|
2019
Q1 | $72.9M | Sell |
540,532
-309,750
| -36% | -$41.8M | 0.55% | 63 |
|
|
2018
Q4 | $92.4M | Buy |
850,282
+816,256
| +2,399% | +$88.7M | 0.79% | 36 |
|
|
2018
Q3 | $4.92M | Sell |
34,026
-486,632
| -93% | -$70.4M | 0.03% | 219 |
|
|
2018
Q2 | $69.5M | Sell |
520,658
-11,928
| -2% | -$1.59M | 0.52% | 62 |
|
|
2018
Q1 | $78.1M | Buy |
532,586
+530,494
| +25,358% | +$77.8M | 0.6% | 55 |
|
|
2017
Q4 | $307K | Hold |
2,092
| – | – | ﹤0.01% | 239 |
|
|
2017
Q3 | $290K | Hold |
2,092
| – | – | ﹤0.01% | 244 |
|
|
2017
Q2 | $308K | Hold |
2,092
| – | – | ﹤0.01% | 242 |
|
|
2017
Q1 | $348K | Hold |
2,092
| – | – | ﹤0.01% | 251 |
|
|
2016
Q4 | $332K | Hold |
2,092
| – | – | ﹤0.01% | 246 |
|
|
2016
Q3 | $318K | Hold |
2,092
| – | – | ﹤0.01% | 245 |
|
|
2016
Q2 | $304K | Sell |
2,092
-314
| -13% | -$45.6K | ﹤0.01% | 253 |
|
|
2016
Q1 | $348K | Sell |
2,406
-1,771
| -42% | -$256K | ﹤0.01% | 243 |
|
|
2015
Q4 | $550K | Sell |
4,177
-1,354
| -24% | -$178K | ﹤0.01% | 253 |
|
|
2015
Q3 | $767K | Sell |
5,531
-681,904
| -99% | -$94.6M | 0.01% | 233 |
|
|
2015
Q2 | $107M | Buy |
687,435
+656,010
| +2,088% | +$102M | 0.65% | 48 |
|
|
2015
Q1 | $4.82M | Buy |
31,425
+26,192
| +501% | +$4.02M | 0.03% | 245 |
|
|
2014
Q4 | $803K | Sell |
5,233
-609,774
| -99% | -$93.6M | ﹤0.01% | 281 |
|
|
2014
Q3 | $112M | Sell |
615,007
-118,654
| -16% | -$21.5M | 0.68% | 46 |
|
|
2014
Q2 | $127M | Sell |
733,661
-11,804
| -2% | -$2.05M | 0.76% | 38 |
|
|
2014
Q1 | $137M | Buy |
745,465
+740,546
| +15,055% | +$136M | 0.82% | 36 |
|
|
2013
Q4 | $882K | Sell |
4,919
-437,262
| -99% | -$78.4M | 0.01% | 280 |
|
|
2013
Q3 | $78.3M | Buy |
442,181
+437,262
| +8,889% | +$77.4M | 0.5% | 64 |
|
|
2013
Q2 | $899K | Buy |
+4,919
| New | +$899K | 0.01% | 293 |
|