WCM
Windsor Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
2,229
-18
| -0.8% | -$5.31K | 0.19% | 72 |
|
|
2025
Q1 | $559K | Sell |
2,247
-39
| -2% | -$9.7K | 0.17% | 79 |
|
|
2024
Q4 | $503K | Sell |
2,286
-262
| -10% | -$57.6K | 0.15% | 84 |
|
|
2024
Q3 | $563K | Sell |
2,548
-23
| -0.9% | -$5.09K | 0.16% | 78 |
|
|
2024
Q2 | $445K | Sell |
2,571
-79
| -3% | -$13.7K | 0.14% | 85 |
|
|
2024
Q1 | $506K | Sell |
2,650
-26
| -1% | -$4.96K | 0.16% | 81 |
|
|
2023
Q4 | $438K | Buy |
2,676
+152
| +6% | +$24.9K | 0.14% | 82 |
|
|
2023
Q3 | $354K | Hold |
2,524
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $338K | Buy |
2,524
+9
| +0.4% | +$1.2K | 0.11% | 87 |
|
|
2023
Q1 | $330K | Buy |
2,515
+10
| +0.4% | +$1.31K | 0.11% | 88 |
|
|
2022
Q4 | $353K | Buy |
2,505
+9
| +0.4% | +$1.27K | 0.13% | 83 |
|
|
2022
Q3 | $296K | Sell |
2,496
-80
| -3% | -$9.49K | 0.11% | 91 |
|
|
2022
Q2 | $363K | Buy |
2,576
+114
| +5% | +$16.1K | 0.13% | 91 |
|
|
2022
Q1 | $320K | Buy |
2,462
+535
| +28% | +$69.5K | 0.1% | 94 |
|
|
2021
Q4 | $257K | Sell |
1,927
-104
| -5% | -$13.9K | 0.08% | 105 |
|
|
2021
Q3 | $282K | Sell |
2,031
-184
| -8% | -$25.5K | 0.09% | 102 |
|
|
2021
Q2 | $324K | Buy |
2,215
+7
| +0.3% | +$1.02K | 0.11% | 97 |
|
|
2021
Q1 | $294K | Sell |
2,208
-95
| -4% | -$12.6K | 0.1% | 97 |
|
|
2020
Q4 | $290K | Sell |
2,303
-1,190
| -34% | -$150K | 0.11% | 98 |
|
|
2020
Q3 | $425K | Buy |
3,493
+759
| +28% | +$92.3K | 0.18% | 89 |
|
|
2020
Q2 | $330K | Buy |
2,734
+67
| +3% | +$8.09K | 0.14% | 92 |
|
|
2020
Q1 | $295K | Sell |
2,667
-82
| -3% | -$9.07K | 0.15% | 94 |
|
|
2019
Q4 | $368K | Buy |
2,749
+47
| +2% | +$6.29K | 0.15% | 95 |
|
|
2019
Q3 | $393K | Buy |
2,702
+57
| +2% | +$8.29K | 0.18% | 94 |
|
|
2019
Q2 | $364K | Buy |
2,645
+125
| +5% | +$17.2K | 0.17% | 89 |
|
|
2019
Q1 | $355K | Buy |
2,520
+110
| +5% | +$15.5K | 0.17% | 93 |
|
|
2018
Q4 | $273K | Sell |
2,410
-7
| -0.3% | -$793 | 0.14% | 98 |
|
|
2018
Q3 | $365K | Buy |
2,417
+48
| +2% | +$7.25K | 0.16% | 95 |
|
|
2018
Q2 | $331K | Sell |
2,369
-261
| -10% | -$36.5K | 0.15% | 96 |
|
|
2018
Q1 | $403K | Buy |
2,630
+333
| +14% | +$51K | 0.19% | 92 |
|
|
2017
Q4 | $352K | Sell |
2,297
-974
| -30% | -$149K | 0.16% | 91 |
|
|
2017
Q3 | $503K | Hold |
3,271
| – | – | 0.25% | 77 |
|
|
2017
Q2 | $503K | Sell |
3,271
-155
| -5% | -$23.8K | 0.25% | 78 |
|
|
2017
Q1 | $596K | Sell |
3,426
-1,145
| -25% | -$199K | 0.31% | 68 |
|
|
2016
Q4 | $758K | Buy |
4,571
+510
| +13% | +$84.6K | 0.41% | 52 |
|
|
2016
Q3 | $645K | Buy |
4,061
+44
| +1% | +$6.99K | 0.35% | 58 |
|
|
2016
Q2 | $609K | Buy |
4,017
+874
| +28% | +$133K | 0.36% | 65 |
|
|
2016
Q1 | $476K | Buy |
3,143
+277
| +10% | +$42K | 0.3% | 75 |
|
|
2015
Q4 | $394K | Sell |
2,866
-201
| -7% | -$27.6K | 0.25% | 75 |
|
|
2015
Q3 | $444K | Sell |
3,067
-1,380
| -31% | -$200K | 0.26% | 69 |
|
|
2015
Q2 | $723K | Buy |
4,447
+1,923
| +76% | +$313K | 0.42% | 53 |
|
|
2015
Q1 | $405K | Buy |
2,524
+485
| +24% | +$77.8K | 0.23% | 70 |
|
|
2014
Q4 | $327K | Buy |
2,039
+53
| +3% | +$8.5K | 0.18% | 77 |
|
|
2014
Q3 | $377K | Sell |
1,986
-296
| -13% | -$56.2K | 0.21% | 64 |
|
|
2014
Q2 | $414K | Buy |
2,282
+267
| +13% | +$48.4K | 0.23% | 61 |
|
|
2014
Q1 | $388K | Buy |
2,015
+422
| +26% | +$81.3K | 0.23% | 61 |
|
|
2013
Q4 | $299K | Sell |
1,593
-178
| -10% | -$33.4K | 0.18% | 69 |
|
|
2013
Q3 | $328K | Buy |
1,771
+358
| +25% | +$66.3K | 0.19% | 63 |
|
|
2013
Q2 | $270K | Buy |
+1,413
| New | +$270K | 0.16% | 68 |
|