BIA
Barry Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
+999
| New | +$294K | 0.07% | 82 |
|
|
2024
Q1 | – | Sell |
-34,587
| Closed | -$5.66M | – | 121 |
|
|
2023
Q4 | $5.66M | Sell |
34,587
-716
| -2% | -$117K | 1.91% | 18 |
|
|
2023
Q3 | $4.95M | Buy |
35,303
+1,097
| +3% | +$154K | 1.78% | 21 |
|
|
2023
Q2 | $4.58M | Sell |
34,206
-1,829
| -5% | -$245K | 1.55% | 25 |
|
|
2023
Q1 | $4.72M | Sell |
36,035
-1,449
| -4% | -$190K | 1.55% | 25 |
|
|
2022
Q4 | $5.28M | Sell |
37,484
-1,242
| -3% | -$175K | 1.67% | 27 |
|
|
2022
Q3 | $4.6M | Sell |
38,726
-1,100
| -3% | -$131K | 1.58% | 24 |
|
|
2022
Q2 | $5.62M | Buy |
39,826
+198
| +0.5% | +$28K | 1.69% | 24 |
|
|
2022
Q1 | $5.15M | Sell |
39,628
-2,111
| -5% | -$274K | 1.37% | 25 |
|
|
2021
Q4 | $5.58M | Sell |
41,739
-1,958
| -4% | -$262K | 1.47% | 26 |
|
|
2021
Q3 | $6.07M | Sell |
43,697
-246
| -0.6% | -$34.2K | 1.68% | 24 |
|
|
2021
Q2 | $6.44M | Sell |
43,943
-1,049
| -2% | -$154K | 1.72% | 24 |
|
|
2021
Q1 | $6M | Buy |
44,992
+3,473
| +8% | +$463K | 1.65% | 25 |
|
|
2020
Q4 | $5.23M | Sell |
41,519
-7,377
| -15% | -$929K | 1.54% | 24 |
|
|
2020
Q3 | $5.95M | Sell |
48,896
-2,036
| -4% | -$248K | 2.04% | 21 |
|
|
2020
Q2 | $6.15M | Sell |
50,932
-180
| -0.4% | -$21.7K | 2.18% | 20 |
|
|
2020
Q1 | $5.67M | Buy |
51,112
+869
| +2% | +$96.4K | 2.81% | 16 |
|
|
2019
Q4 | $6.86M | Buy |
50,243
+666
| +1% | +$91K | 2.41% | 19 |
|
|
2019
Q3 | $7.21M | Buy |
49,577
+206
| +0.4% | +$30K | 2.6% | 16 |
|
|
2019
Q2 | $6.81M | Sell |
49,371
-808
| -2% | -$111K | 2.33% | 19 |
|
|
2019
Q1 | $7.08M | Buy |
50,179
+386
| +0.8% | +$54.5K | 2.22% | 21 |
|
|
2018
Q4 | $5.66M | Sell |
49,793
-2,225
| -4% | -$253K | 2.12% | 21 |
|
|
2018
Q3 | $7.87M | Buy |
52,018
+47,894
| +1,161% | +$7.24M | 2.65% | 17 |
|
|
2018
Q2 | $576K | Buy |
4,124
+483
| +13% | +$67.5K | 0.22% | 41 |
|
|
2018
Q1 | $559K | Buy |
3,641
+286
| +9% | +$43.9K | 0.21% | 46 |
|
|
2017
Q4 | $515K | Buy |
3,355
+59
| +2% | +$9.06K | 0.19% | 46 |
|
|
2017
Q3 | $478K | Buy |
3,296
+26
| +0.8% | +$3.77K | 0.18% | 50 |
|
|
2017
Q2 | $503K | Buy |
3,270
+89
| +3% | +$13.7K | 0.19% | 49 |
|
|
2017
Q1 | $554K | Buy |
3,181
+247
| +8% | +$43K | 0.21% | 44 |
|
|
2016
Q4 | $487K | Buy |
2,934
+27
| +0.9% | +$4.48K | 0.17% | 49 |
|
|
2016
Q3 | $462K | Buy |
2,907
+333
| +13% | +$52.9K | 0.16% | 51 |
|
|
2016
Q2 | $391K | Buy |
2,574
+273
| +12% | +$41.5K | 0.15% | 51 |
|
|
2016
Q1 | $348K | Buy |
+2,301
| New | +$348K | 0.11% | 60 |
|
|
2015
Q4 | – | Sell |
-1,414
| Closed | -$205K | – | 72 |
|
|
2015
Q3 | $205K | Sell |
1,414
-110
| -7% | -$15.9K | 0.07% | 69 |
|
|
2015
Q2 | $248K | Buy |
1,524
+10
| +0.7% | +$1.63K | 0.25% | 38 |
|
|
2015
Q1 | $243K | Buy |
1,514
+6
| +0.4% | +$963 | 0.07% | 70 |
|
|
2014
Q4 | $242K | Buy |
+1,508
| New | +$242K | 0.08% | 71 |
|