AA
Apriem Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Hold |
2,137
| – | – | 0.07% | 105 |
|
|
2025
Q1 | $531K | Sell |
2,137
-100
| -4% | -$24.9K | 0.06% | 111 |
|
|
2024
Q4 | $492K | Buy |
2,237
+808
| +57% | +$178K | 0.06% | 108 |
|
|
2024
Q3 | $316K | Hold |
1,429
| – | – | 0.04% | 129 |
|
|
2024
Q2 | $247K | Sell |
1,429
-400
| -22% | -$69.2K | 0.03% | 151 |
|
|
2024
Q1 | $349K | Sell |
1,829
-40
| -2% | -$7.64K | 0.04% | 128 |
|
|
2023
Q4 | $306K | Buy |
1,869
+157
| +9% | +$25.7K | 0.04% | 120 |
|
|
2023
Q3 | $240K | Buy |
1,712
+100
| +6% | +$14K | 0.04% | 129 |
|
|
2023
Q2 | $216K | Hold |
1,612
| – | – | 0.03% | 133 |
|
|
2023
Q1 | $211K | Buy |
1,612
+82
| +5% | +$10.8K | 0.03% | 138 |
|
|
2022
Q4 | $216K | Buy |
+1,530
| New | +$216K | 0.04% | 133 |
|
|
2022
Q3 | – | Sell |
-1,530
| Closed | -$216K | – | 149 |
|
|
2022
Q2 | $216K | Sell |
1,530
-552
| -27% | -$77.9K | 0.04% | 127 |
|
|
2022
Q1 | $271K | Buy |
2,082
+547
| +36% | +$71.2K | 0.04% | 123 |
|
|
2021
Q4 | $205K | Sell |
1,535
-795
| -34% | -$106K | 0.03% | 138 |
|
|
2021
Q3 | $324K | Hold |
2,330
| – | – | 0.05% | 113 |
|
|
2021
Q2 | $342K | Buy |
2,330
+200
| +9% | +$29.4K | 0.05% | 111 |
|
|
2021
Q1 | $284K | Sell |
2,130
-72
| -3% | -$9.6K | 0.04% | 117 |
|
|
2020
Q4 | $277K | Sell |
2,202
-116
| -5% | -$14.6K | 0.05% | 107 |
|
|
2020
Q3 | $282K | Sell |
2,318
-47
| -2% | -$5.72K | 0.05% | 103 |
|
|
2020
Q2 | $286K | Sell |
2,365
-222
| -9% | -$26.8K | 0.06% | 95 |
|
|
2020
Q1 | $287K | Sell |
2,587
-13
| -0.5% | -$1.44K | 0.07% | 85 |
|
|
2019
Q4 | $348K | Buy |
2,600
+62
| +2% | +$8.3K | 0.07% | 91 |
|
|
2019
Q3 | $369K | Buy |
2,538
+188
| +8% | +$27.3K | 0.08% | 86 |
|
|
2019
Q2 | $324K | Buy |
2,350
+47
| +2% | +$6.48K | 0.1% | 95 |
|
|
2019
Q1 | $325K | Buy |
+2,303
| New | +$325K | 0.09% | 95 |
|
|
2018
Q4 | – | Sell |
-1,547
| Closed | -$234K | – | 135 |
|
|
2018
Q3 | $234K | Buy |
1,547
+366
| +31% | +$55.4K | 0.05% | 128 |
|
|
2018
Q2 | $165K | Sell |
1,181
-228
| -16% | -$31.9K | 0.04% | 140 |
|
|
2018
Q1 | $216K | Buy |
+1,409
| New | +$216K | 0.05% | 120 |
|
|
2017
Q3 | – | Sell |
-37,237
| Closed | -$5.73M | – | 147 |
|
|
2017
Q2 | $5.73M | Buy |
37,237
+4,651
| +14% | +$715K | 1.52% | 20 |
|
|
2017
Q1 | $5.67M | Buy |
32,586
+24,088
| +283% | +$4.19M | 1.54% | 20 |
|
|
2016
Q4 | $1.41M | Buy |
8,498
+7,446
| +708% | +$1.24M | 0.42% | 44 |
|
|
2016
Q3 | $167K | Buy |
1,052
+10
| +1% | +$1.59K | 0.05% | 126 |
|
|
2016
Q2 | $158K | Sell |
1,042
-215
| -17% | -$32.6K | 0.05% | 125 |
|
|
2016
Q1 | $190K | Buy |
1,257
+157
| +14% | +$23.7K | 0.07% | 98 |
|
|
2015
Q4 | $151K | Buy |
1,100
+150
| +16% | +$20.6K | 0.05% | 113 |
|
|
2015
Q3 | $138K | Sell |
950
-54
| -5% | -$7.84K | 0.05% | 122 |
|
|
2015
Q2 | $163K | Buy |
1,004
+354
| +54% | +$57.5K | 0.06% | 108 |
|
|
2015
Q1 | $104K | Buy |
650
+29
| +5% | +$4.64K | 0.04% | 145 |
|
|
2014
Q4 | $100K | Sell |
621
-330
| -35% | -$53.1K | 0.04% | 135 |
|
|
2014
Q3 | $181K | Sell |
951
-3,782
| -80% | -$720K | 0.07% | 103 |
|
|
2014
Q2 | $858K | Buy |
4,733
+37
| +0.8% | +$6.71K | 0.33% | 66 |
|
|
2014
Q1 | $904K | Sell |
4,696
-258
| -5% | -$49.7K | 0.34% | 63 |
|
|
2013
Q4 | $929K | Buy |
4,954
+48
| +1% | +$9K | 0.36% | 58 |
|
|
2013
Q3 | $908K | Buy |
4,906
+100
| +2% | +$18.5K | 0.39% | 54 |
|
|
2013
Q2 | $918K | Buy |
+4,806
| New | +$918K | 0.45% | 54 |
|