1IA
1834 Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,207
| Closed | -$209K | – | 222 |
|
|
2024
Q2 | $209K | Sell |
1,207
-766
| -39% | -$132K | 0.03% | 211 |
|
|
2024
Q1 | $377K | Sell |
1,973
-193
| -9% | -$36.9K | 0.04% | 181 |
|
|
2023
Q4 | $354K | Sell |
2,166
-575
| -21% | -$94K | 0.04% | 188 |
|
|
2023
Q3 | $385K | Sell |
2,741
-1,487
| -35% | -$209K | 0.05% | 183 |
|
|
2023
Q2 | $566K | Sell |
4,228
-13,604
| -76% | -$1.82M | 0.07% | 161 |
|
|
2023
Q1 | $2.34M | Buy |
17,832
+1,282
| +8% | +$168K | 0.28% | 78 |
|
|
2022
Q4 | $2.33M | Sell |
16,550
-556
| -3% | -$78.3K | 0.33% | 69 |
|
|
2022
Q3 | $2.03M | Buy |
17,106
+330
| +2% | +$39.2K | 0.3% | 69 |
|
|
2022
Q2 | $2.37M | Buy |
16,776
+13,418
| +400% | +$1.89M | 0.33% | 61 |
|
|
2022
Q1 | $437K | Sell |
3,358
-353
| -10% | -$45.9K | 0.05% | 141 |
|
|
2021
Q4 | $496K | Sell |
3,711
-1,775
| -32% | -$237K | 0.06% | 134 |
|
|
2021
Q3 | $762K | Buy |
5,486
+3,215
| +142% | +$447K | 0.09% | 117 |
|
|
2021
Q2 | $333K | Sell |
2,271
-630
| -22% | -$92.4K | 0.04% | 154 |
|
|
2021
Q1 | $387K | Sell |
2,901
-2,610
| -47% | -$348K | 0.05% | 142 |
|
|
2020
Q4 | $694K | Buy |
5,511
+730
| +15% | +$91.9K | 0.09% | 107 |
|
|
2020
Q3 | $582K | Buy |
4,781
+2,035
| +74% | +$248K | 0.08% | 110 |
|
|
2020
Q2 | $332K | Buy |
2,746
+286
| +12% | +$34.6K | 0.05% | 139 |
|
|
2020
Q1 | $273K | Buy |
2,460
+534
| +28% | +$59.3K | 0.05% | 148 |
|
|
2019
Q4 | $258K | Buy |
1,926
+290
| +18% | +$38.8K | 0.04% | 173 |
|
|
2019
Q3 | $238K | Buy |
1,636
+292
| +22% | +$42.5K | 0.03% | 187 |
|
|
2019
Q2 | $185K | Buy |
1,344
+713
| +113% | +$98.1K | 0.03% | 201 |
|
|
2019
Q1 | $89K | Sell |
631
-23
| -4% | -$3.24K | 0.01% | 235 |
|
|
2018
Q4 | $74K | Sell |
654
-50,678
| -99% | -$5.73M | 0.01% | 239 |
|
|
2018
Q3 | $7.76M | Buy |
51,332
+1,098
| +2% | +$166K | 1.13% | 32 |
|
|
2018
Q2 | $7.02M | Buy |
50,234
+8,185
| +19% | +$1.14M | 1.1% | 38 |
|
|
2018
Q1 | $6.45M | Buy |
42,049
+25,980
| +162% | +$3.99M | 1.1% | 34 |
|
|
2017
Q4 | $2.47M | Buy |
16,069
+14,054
| +697% | +$2.16M | 0.39% | 72 |
|
|
2017
Q3 | $292K | Hold |
2,015
| – | – | 0.05% | 141 |
|
|
2017
Q2 | $310K | Buy |
2,015
+833
| +70% | +$128K | 0.06% | 143 |
|
|
2017
Q1 | $206K | Buy |
+1,182
| New | +$206K | 0.04% | 177 |
|
|
2015
Q4 | – | Sell |
-1,669
| Closed | -$242K | – | 184 |
|
|
2015
Q3 | $242K | Buy |
+1,669
| New | +$242K | 0.06% | 174 |
|
|
2015
Q1 | – | Sell |
-1,411
| Closed | -$226K | – | 162 |
|
|
2014
Q4 | $226K | Sell |
1,411
-12,024
| -89% | -$1.93M | 0.06% | 147 |
|
|
2014
Q3 | $2.55M | Sell |
13,435
-571
| -4% | -$108K | 0.7% | 46 |
|
|
2014
Q2 | $2.54M | Buy |
14,006
+5,671
| +68% | +$1.03M | 0.69% | 50 |
|
|
2014
Q1 | $1.6M | Sell |
8,335
-623
| -7% | -$120K | 0.47% | 62 |
|
|
2013
Q4 | $1.68M | Sell |
8,958
-8,881
| -50% | -$1.67M | 0.49% | 64 |
|
|
2013
Q3 | $3.3M | Buy |
17,839
+16,279
| +1,044% | +$3.01M | 1.08% | 37 |
|
|
2013
Q2 | $298K | Buy |
+1,560
| New | +$298K | 0.1% | 122 |
|