Winthrop Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1M | Buy |
4,141
+1
| +0% | +$271 | 0.08% | 72 |
|
|
2025
Q4 | $1.23M | Buy |
4,140
+167
| +4% | +$50K | 0.1% | 66 |
|
|
2025
Q3 | $1.12M | Buy |
3,973
+247
| +7% | +$64.7K | 0.1% | 66 |
|
|
2025
Q2 | $1.1M | Sell |
3,726
-14
| -0.4% | -$3.61K | 0.11% | 66 |
|
|
2025
Q1 | $930K | Sell |
3,740
-873
| -19% | -$214K | 0.11% | 58 |
|
|
2024
Q4 | $1.01M | Sell |
4,613
-1,540
| -25% | -$343K | 0.12% | 59 |
|
|
2024
Q3 | $1.36M | Sell |
6,153
-62
| -1% | -$12.2K | 0.17% | 50 |
|
|
2024
Q2 | $1.07M | Buy |
6,215
+761
| +14% | +$132K | 0.15% | 53 |
|
|
2024
Q1 | $1.04M | Sell |
5,454
-195
| -3% | -$35.6K | 0.15% | 54 |
|
|
2023
Q4 | $924K | Buy |
5,649
+471
| +9% | +$71.2K | 0.14% | 57 |
|
|
2023
Q3 | $726K | Buy |
5,178
+58
| +1% | +$8.25K | 0.12% | 58 |
|
|
2023
Q2 | $685K | Buy |
5,120
+52
| +1% | +$6.71K | 0.11% | 62 |
|
|
2023
Q1 | $664K | Buy |
5,068
+2
| +0% | +$268 | 0.12% | 60 |
|
|
2022
Q4 | $714K | Buy |
5,066
+251
| +5% | +$34.6K | 0.14% | 57 |
|
|
2022
Q3 | $572K | Buy |
4,815
+2
| +0% | +$262 | 0.12% | 57 |
|
|
2022
Q2 | $680K | Buy |
4,813
+82
| +2% | +$11.1K | 0.16% | 51 |
|
|
2022
Q1 | $615K | Buy |
4,731
+8
| +0.2% | +$1.04K | 0.13% | 57 |
|
|
2021
Q4 | $631K | Sell |
4,723
-910
| -16% | -$114K | 0.13% | 58 |
|
|
2021
Q3 | $748K | Buy |
5,633
+8
| +0.1% | +$1.07K | 0.17% | 49 |
|
|
2021
Q2 | $788K | Buy |
5,625
+6
| +0.1% | +$820 | 0.18% | 47 |
|
|
2021
Q1 | $716K | Buy |
+5,619
| New | +$672K | 0.18% | 46 |
|
|
2018
Q4 | – | Sell |
-1,950
| Closed | -$282K | – | 93 |
|
|
2018
Q3 | $282K | Sell |
1,950
-102
| -5% | -$14.3K | 0.16% | 64 |
|
|
2018
Q2 | $274K | Sell |
2,052
-337
| -14% | -$47K | 0.18% | 58 |
|
|
2018
Q1 | $332K | Sell |
2,389
-343
| -13% | -$51.9K | 0.23% | 54 |
|
|
2017
Q4 | $428K | Buy |
+2,732
| New | +$397K | 0.3% | 45 |
|
Other funds holding IBM
VCM
VPM
