Wimmer Associates 1’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
3,648
| – | – | 0.55% | 48 |
|
|
2025
Q1 | $943K | Sell |
3,648
-10
| -0.3% | -$2.59K | 0.5% | 53 |
|
|
2024
Q4 | $804K | Hold |
3,658
| – | – | 0.4% | 57 |
|
|
2024
Q3 | $809K | Hold |
3,658
| – | – | 0.4% | 58 |
|
|
2024
Q2 | $633K | Sell |
3,658
-280
| -7% | -$48.4K | 0.32% | 64 |
|
|
2024
Q1 | $752K | Sell |
3,938
-42
| -1% | -$8.02K | 0.4% | 63 |
|
|
2023
Q4 | $651K | Buy |
3,980
+167
| +4% | +$27.3K | 0.37% | 65 |
|
|
2023
Q3 | $535K | Buy |
3,813
+240
| +7% | +$33.7K | 0.33% | 73 |
|
|
2023
Q2 | $478K | Sell |
3,573
-25
| -0.7% | -$3.35K | 0.29% | 79 |
|
|
2023
Q1 | $444K | Sell |
3,598
-165
| -4% | -$20.4K | 0.28% | 80 |
|
|
2022
Q4 | $530K | Sell |
3,763
-70
| -2% | -$9.86K | 0.35% | 74 |
|
|
2022
Q3 | $530K | Sell |
3,833
-40
| -1% | -$5.53K | 0.35% | 71 |
|
|
2022
Q2 | $547K | Hold |
3,873
| – | – | 0.36% | 67 |
|
|
2022
Q1 | $504K | Sell |
3,873
-100
| -3% | -$13K | 0.28% | 79 |
|
|
2021
Q4 | $531K | Sell |
3,973
-911
| -19% | -$122K | 0.28% | 75 |
|
|
2021
Q3 | $649K | Sell |
4,884
-4
| -0.1% | -$532 | 0.38% | 63 |
|
|
2021
Q2 | $685K | Sell |
4,888
-607
| -11% | -$85.1K | 0.4% | 59 |
|
|
2021
Q1 | $700K | Buy |
5,495
+1,471
| +37% | +$187K | 0.38% | 58 |
|
|
2020
Q4 | $484K | Sell |
4,024
-276
| -6% | -$33.2K | 0.29% | 70 |
|
|
2020
Q3 | $500K | Buy |
4,300
+723
| +20% | +$84.1K | 0.34% | 60 |
|
|
2020
Q2 | $435K | Sell |
3,577
-492
| -12% | -$59.8K | 0.34% | 67 |
|
|
2020
Q1 | $432K | Buy |
4,069
+1,082
| +36% | +$115K | 0.4% | 63 |
|
|
2019
Q4 | $383K | Sell |
2,987
-27
| -0.9% | -$3.46K | 0.31% | 72 |
|
|
2019
Q3 | $419K | Sell |
3,014
-235
| -7% | -$32.7K | 0.37% | 67 |
|
|
2019
Q2 | $428K | Buy |
3,249
+1
| +0% | +$132 | 0.37% | 67 |
|
|
2019
Q1 | $438K | Sell |
3,248
-31
| -0.9% | -$4.18K | 0.39% | 65 |
|
|
2018
Q4 | $356K | Buy |
3,279
+1
| +0% | +$109 | 0.35% | 73 |
|
|
2018
Q3 | $474K | Hold |
3,278
| – | – | 0.39% | 65 |
|
|
2018
Q2 | $438K | Buy |
3,278
+1
| +0% | +$134 | 0.39% | 67 |
|
|
2018
Q1 | $481K | Hold |
3,277
| – | – | 0.42% | 65 |
|
|
2017
Q4 | $481K | Hold |
3,277
| – | – | 0.43% | 67 |
|
|
2017
Q3 | $455K | Sell |
3,277
-313
| -9% | -$43.5K | 0.42% | 70 |
|
|
2017
Q2 | $528K | Hold |
3,590
| – | – | 0.49% | 64 |
|
|
2017
Q1 | $598K | Hold |
3,590
| – | – | 0.56% | 56 |
|
|
2016
Q4 | $570K | Buy |
3,590
+628
| +21% | +$99.7K | 0.53% | 59 |
|
|
2016
Q3 | $450K | Sell |
2,962
-238
| -7% | -$36.2K | 0.41% | 72 |
|
|
2016
Q2 | $464K | Sell |
3,200
-314
| -9% | -$45.5K | 0.41% | 67 |
|
|
2016
Q1 | $509K | Buy |
3,514
+273
| +8% | +$39.5K | 0.47% | 64 |
|
|
2015
Q4 | $426K | Buy |
+3,241
| New | +$426K | 0.45% | 68 |
|