WCM
Whitener Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
6,681
-459
| -6% | -$135K | 0.52% | 43 |
|
|
2025
Q1 | $1.78M | Sell |
7,140
-188
| -3% | -$46.7K | 0.5% | 48 |
|
|
2024
Q4 | $1.61M | Sell |
7,328
-140
| -2% | -$30.8K | 0.45% | 49 |
|
|
2024
Q3 | $1.65M | Sell |
7,468
-50
| -0.7% | -$11.1K | 0.47% | 50 |
|
|
2024
Q2 | $1.3M | Sell |
7,518
-2
| -0% | -$346 | 0.39% | 55 |
|
|
2024
Q1 | $1.44M | Buy |
7,520
+90
| +1% | +$17.2K | 0.47% | 50 |
|
|
2023
Q4 | $1.22M | Buy |
7,430
+127
| +2% | +$20.8K | 0.44% | 51 |
|
|
2023
Q3 | $1.02M | Buy |
7,303
+120
| +2% | +$16.8K | 0.41% | 53 |
|
|
2023
Q2 | $961K | Buy |
7,183
+250
| +4% | +$33.5K | 0.37% | 59 |
|
|
2023
Q1 | $909K | Sell |
6,933
-427
| -6% | -$56K | 0.38% | 59 |
|
|
2022
Q4 | $1.04M | Sell |
7,360
-15
| -0.2% | -$2.11K | 0.45% | 53 |
|
|
2022
Q3 | $876K | Buy |
7,375
+160
| +2% | +$19K | 0.41% | 55 |
|
|
2022
Q2 | $1.02M | Buy |
7,215
+110
| +2% | +$15.5K | 0.46% | 51 |
|
|
2022
Q1 | $923K | Buy |
7,105
+438
| +7% | +$56.9K | 0.35% | 62 |
|
|
2021
Q4 | $891K | Buy |
6,667
+3,749
| +128% | +$501K | 0.32% | 69 |
|
|
2021
Q3 | $367K | Buy |
2,918
+35
| +1% | +$4.4K | 0.17% | 94 |
|
|
2021
Q2 | $422K | Sell |
2,883
-35
| -1% | -$5.12K | 0.17% | 98 |
|
|
2021
Q1 | $388K | Hold |
2,918
| – | – | 0.17% | 96 |
|
|
2020
Q4 | $367K | Buy |
2,918
+33
| +1% | +$4.15K | 0.17% | 95 |
|
|
2020
Q3 | $351K | Hold |
2,885
| – | – | 0.17% | 90 |
|
|
2020
Q2 | $348K | Hold |
2,885
| – | – | 0.18% | 94 |
|
|
2020
Q1 | $320K | Buy |
2,885
+370
| +15% | +$41K | 0.21% | 86 |
|
|
2019
Q4 | $337K | Buy |
2,515
+50
| +2% | +$6.7K | 0.17% | 102 |
|
|
2019
Q3 | $358K | Buy |
2,465
+5
| +0.2% | +$726 | 0.2% | 96 |
|
|
2019
Q2 | $339K | Sell |
2,460
-30
| -1% | -$4.13K | 0.19% | 100 |
|
|
2019
Q1 | $351K | Sell |
2,490
-50
| -2% | -$7.05K | 0.23% | 91 |
|
|
2018
Q4 | $288K | Hold |
2,540
| – | – | 0.21% | 98 |
|
|
2018
Q3 | $384K | Buy |
2,540
+20
| +0.8% | +$3.02K | 0.25% | 91 |
|
|
2018
Q2 | $352K | Hold |
2,520
| – | – | 0.28% | 92 |
|
|
2018
Q1 | $386K | Buy |
2,520
+1,215
| +93% | +$186K | 0.3% | 83 |
|
|
2017
Q4 | $200K | Buy |
+1,305
| New | +$200K | 0.17% | 111 |
|