Altshuler Shaham’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.73K | Buy |
33
+9
| +38% | +$2.65K | ﹤0.01% | 206 |
|
|
2025
Q1 | $5.97K | Buy |
+24
| New | +$5.97K | ﹤0.01% | 197 |
|
|
2024
Q1 | – | Sell |
-571
| Closed | -$93.4K | – | 323 |
|
|
2023
Q4 | $93.4K | Sell |
571
-1,767
| -76% | -$289K | 0.01% | 87 |
|
|
2023
Q3 | $328K | Sell |
2,338
-933
| -29% | -$131K | 0.01% | 77 |
|
|
2023
Q2 | $438K | Sell |
3,271
-53
| -2% | -$7.09K | 0.01% | 77 |
|
|
2023
Q1 | $436K | Buy |
3,324
+7
| +0.2% | +$918 | 0.01% | 78 |
|
|
2022
Q4 | $467K | Buy |
3,317
+283
| +9% | +$39.9K | 0.02% | 69 |
|
|
2022
Q3 | $360K | Buy |
3,034
+2,725
| +882% | +$323K | 0.01% | 113 |
|
|
2022
Q2 | $44K | Sell |
309
-1,191
| -79% | -$170K | ﹤0.01% | 266 |
|
|
2022
Q1 | $195K | Buy |
+1,500
| New | +$195K | ﹤0.01% | 208 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 541 |
|
|
2021
Q3 | – | Sell |
-482
| Closed | -$68K | – | 573 |
|
|
2021
Q2 | $68K | Sell |
482
-1,087
| -69% | -$153K | ﹤0.01% | 372 |
|
|
2021
Q1 | $200K | Buy |
+1,569
| New | +$200K | ﹤0.01% | 183 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | -$1K | – | 446 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 404 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 445 |
|