1IA
1620 Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
3,958
+19
| +0.5% | +$5.6K | 0.83% | 26 |
|
|
2025
Q1 | $979K | Sell |
3,939
-1,401
| -26% | -$348K | 0.75% | 28 |
|
|
2024
Q4 | $1.17M | Sell |
5,340
-154
| -3% | -$33.9K | 0.89% | 22 |
|
|
2024
Q3 | $1.21M | Sell |
5,494
-32
| -0.6% | -$7.08K | 0.88% | 23 |
|
|
2024
Q2 | $956K | Hold |
5,526
| – | – | 0.73% | 32 |
|
|
2024
Q1 | $1.06M | Sell |
5,526
-899
| -14% | -$172K | 1.06% | 26 |
|
|
2023
Q4 | $1.05M | Sell |
6,425
-811
| -11% | -$133K | 1.15% | 23 |
|
|
2023
Q3 | $1.02M | Sell |
7,236
-351
| -5% | -$49.2K | 1.15% | 24 |
|
|
2023
Q2 | $1.02M | Sell |
7,587
-194
| -2% | -$26K | 1.1% | 25 |
|
|
2023
Q1 | $1.02M | Sell |
7,781
-116
| -1% | -$15.2K | 1.23% | 23 |
|
|
2022
Q4 | $1.11M | Buy |
7,897
+29
| +0.4% | +$4.09K | 1.35% | 16 |
|
|
2022
Q3 | $935K | Sell |
7,868
-6
| -0.1% | -$713 | 1.38% | 19 |
|
|
2022
Q2 | $1.11M | Sell |
7,874
-317
| -4% | -$44.8K | 1.53% | 12 |
|
|
2022
Q1 | $1.1M | Hold |
8,191
| – | – | 1.19% | 25 |
|
|
2021
Q4 | $1.1M | Buy |
+8,191
| New | +$1.1M | 1.23% | 25 |
|