Windsor Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Sell |
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|
2025
Q2 | $657K | Sell |
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|
2025
Q1 | $559K | Sell |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $445K | Sell |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $425K | Buy |
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|
2020
Q2 | $330K | Buy |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $393K | Buy |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $355K | Buy |
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|
2018
Q4 | $273K | Sell |
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|
2018
Q3 | $365K | Buy |
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|
2018
Q2 | $331K | Sell |
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|
2018
Q1 | $403K | Buy |
|
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|
2017
Q4 | $352K | Sell |
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|
2017
Q3 | $503K | Hold |
|
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|
2017
Q2 | $503K | Sell |
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|
2017
Q1 | $596K | Sell |
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|
2016
Q4 | $758K | Buy |
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|
2016
Q3 | $645K | Buy |
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|
2016
Q2 | $609K | Buy |
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|
2016
Q1 | $476K | Buy |
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|
2015
Q4 | $394K | Sell |
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|
2015
Q3 | $444K | Sell |
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|
2015
Q2 | $723K | Buy |
|
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|
2015
Q1 | $405K | Buy |
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|
2014
Q4 | $327K | Buy |
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|
2014
Q3 | $377K | Sell |
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|
2014
Q2 | $414K | Buy |
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|
2014
Q1 | $388K | Buy |
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|
2013
Q4 | $299K | Sell |
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|
2013
Q3 | $328K | Buy |
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|
2013
Q2 | $270K | Buy |
|