ZIG
Zuckerman Investment Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
6,595
-4,176
| -39% | -$1.23M | 0.19% | 62 |
|
|
2025
Q1 | $2.68M | Buy |
10,771
+11
| +0.1% | +$2.74K | 0.29% | 53 |
|
|
2024
Q4 | $2.81M | Sell |
10,760
-1,012
| -9% | -$264K | 0.27% | 51 |
|
|
2024
Q3 | $2.6M | Buy |
11,772
+12
| +0.1% | +$2.65K | 0.27% | 52 |
|
|
2024
Q2 | $2.03M | Sell |
11,760
-100
| -0.8% | -$17.3K | 0.24% | 53 |
|
|
2024
Q1 | $2.26M | Buy |
11,860
+3,022
| +34% | +$577K | 0.26% | 49 |
|
|
2023
Q4 | $1.45M | Hold |
8,838
| – | – | 0.19% | 58 |
|
|
2023
Q3 | $1.24M | Sell |
8,838
-32
| -0.4% | -$4.49K | 0.18% | 55 |
|
|
2023
Q2 | $1.19M | Hold |
8,870
| – | – | 0.17% | 55 |
|
|
2023
Q1 | $1.16M | Sell |
8,870
-3,040
| -26% | -$399K | 0.18% | 56 |
|
|
2022
Q4 | $1.68M | Buy |
11,910
+2,925
| +33% | +$412K | 0.27% | 52 |
|
|
2022
Q3 | $1.07M | Hold |
8,985
| – | – | 0.2% | 53 |
|
|
2022
Q2 | $1.27M | Hold |
8,985
| – | – | 0.23% | 53 |
|
|
2022
Q1 | $1.17M | Hold |
8,985
| – | – | 0.19% | 55 |
|
|
2021
Q4 | $1.2M | Buy |
8,985
+4,200
| +88% | +$561K | 0.19% | 58 |
|
|
2021
Q3 | $665K | Hold |
4,785
| – | – | 0.11% | 69 |
|
|
2021
Q2 | $701K | Sell |
4,785
-2,000
| -29% | -$293K | 0.11% | 69 |
|
|
2021
Q1 | $904K | Hold |
6,785
| – | – | 0.15% | 61 |
|
|
2020
Q4 | $854K | Buy |
6,785
+1,785
| +36% | +$225K | 0.16% | 54 |
|
|
2020
Q3 | $608K | Buy |
5,000
+280
| +6% | +$34K | 0.13% | 54 |
|
|
2020
Q2 | $570K | Buy |
4,720
+2,200
| +87% | +$266K | 0.13% | 52 |
|
|
2020
Q1 | $280K | Buy |
+2,520
| New | +$280K | 0.08% | 57 |
|
|
2018
Q4 | – | Sell |
-130,614
| Closed | -$19.8M | – | 62 |
|
|
2018
Q3 | $19.8M | Buy |
130,614
+1,168
| +0.9% | +$177K | 4.3% | 8 |
|
|
2018
Q2 | $18.1M | Buy |
129,446
+4,732
| +4% | +$661K | 4.24% | 10 |
|
|
2018
Q1 | $19.1M | Buy |
124,714
+1,414
| +1% | +$217K | 4.89% | 7 |
|
|
2017
Q4 | $18.9M | Buy |
123,300
+42,534
| +53% | +$6.53M | 4.74% | 9 |
|
|
2017
Q3 | $11.7M | Buy |
80,766
+1,069
| +1% | +$155K | 2.88% | 15 |
|
|
2017
Q2 | $12.3M | Buy |
79,697
+3,378
| +4% | +$520K | 3.28% | 12 |
|
|
2017
Q1 | $13.3M | Sell |
76,319
-11,066
| -13% | -$1.93M | 3.23% | 13 |
|
|
2016
Q4 | $14.5M | Sell |
87,385
-474
| -0.5% | -$78.7K | 3.55% | 11 |
|
|
2016
Q3 | $14M | Sell |
87,859
-289
| -0.3% | -$45.9K | 3.7% | 12 |
|
|
2016
Q2 | $13.4M | Sell |
88,148
-50,924
| -37% | -$7.73M | 3.58% | 12 |
|
|
2016
Q1 | $21.1M | Sell |
139,072
-25,723
| -16% | -$3.9M | 5.65% | 5 |
|
|
2015
Q4 | $22.7M | Buy |
164,795
+17,545
| +12% | +$2.41M | 5.36% | 4 |
|
|
2015
Q3 | $21.3M | Sell |
147,250
-1,334
| -0.9% | -$193K | 5.01% | 6 |
|
|
2015
Q2 | $24.2M | Buy |
148,584
+75,365
| +103% | +$12.3M | 5.4% | 6 |
|
|
2015
Q1 | $11.8M | Buy |
73,219
+71,545
| +4,274% | +$11.5M | 2.5% | 16 |
|
|
2014
Q4 | $269K | Hold |
1,674
| – | – | 0.06% | 53 |
|
|
2014
Q3 | $318K | Hold |
1,674
| – | – | 0.07% | 55 |
|
|
2014
Q2 | $303K | Hold |
1,674
| – | – | 0.07% | 43 |
|
|
2014
Q1 | $322K | Hold |
1,674
| – | – | 0.08% | 40 |
|
|
2013
Q4 | $314K | Sell |
1,674
-149
| -8% | -$27.9K | 0.07% | 45 |
|
|
2013
Q3 | $338K | Sell |
1,823
-234
| -11% | -$43.4K | 0.08% | 41 |
|
|
2013
Q2 | $393K | Buy |
+2,057
| New | +$393K | 0.1% | 39 |
|