BIA
Bigelow Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Hold |
2,451
| – | – | 0.32% | 83 |
|
|
2025
Q1 | $609K | Hold |
2,451
| – | – | 0.29% | 91 |
|
|
2024
Q4 | $539K | Sell |
2,451
-15
| -0.6% | -$3.3K | 0.25% | 101 |
|
|
2024
Q3 | $545K | Hold |
2,466
| – | – | 0.24% | 109 |
|
|
2024
Q2 | $426K | Sell |
2,466
-37
| -1% | -$6.4K | 0.2% | 116 |
|
|
2024
Q1 | $478K | Sell |
2,503
-47
| -2% | -$8.98K | 0.24% | 108 |
|
|
2023
Q4 | $417K | Hold |
2,550
| – | – | 0.23% | 108 |
|
|
2023
Q3 | $358K | Hold |
2,550
| – | – | 0.21% | 112 |
|
|
2023
Q2 | $341K | Hold |
2,550
| – | – | 0.19% | 116 |
|
|
2023
Q1 | $334K | Hold |
2,550
| – | – | 0.19% | 117 |
|
|
2022
Q4 | $359K | Sell |
2,550
-35
| -1% | -$4.93K | 0.21% | 114 |
|
|
2022
Q3 | $307K | Sell |
2,585
-65
| -2% | -$7.72K | 0.18% | 116 |
|
|
2022
Q2 | $374K | Buy |
2,650
+100
| +4% | +$14.1K | 0.21% | 113 |
|
|
2022
Q1 | $332K | Buy |
2,550
+5
| +0.2% | +$651 | 0.16% | 119 |
|
|
2021
Q4 | $340K | Sell |
2,545
-305
| -11% | -$40.7K | 0.15% | 114 |
|
|
2021
Q3 | $396K | Sell |
2,850
-2,040
| -42% | -$283K | 0.2% | 104 |
|
|
2021
Q2 | $717K | Hold |
4,890
| – | – | 0.35% | 77 |
|
|
2021
Q1 | $652K | Sell |
4,890
-607
| -11% | -$80.9K | 0.33% | 80 |
|
|
2020
Q4 | $692K | Sell |
5,497
-225
| -4% | -$28.3K | 0.37% | 71 |
|
|
2020
Q3 | $696K | Sell |
5,722
-385
| -6% | -$46.8K | 0.41% | 65 |
|
|
2020
Q2 | $738K | Sell |
6,107
-2,373
| -28% | -$287K | 0.48% | 58 |
|
|
2020
Q1 | $941K | Sell |
8,480
-943
| -10% | -$105K | 0.71% | 35 |
|
|
2019
Q4 | $1.26M | Buy |
9,423
+5
| +0.1% | +$670 | 0.74% | 32 |
|
|
2019
Q3 | $1.37M | Sell |
9,418
-352
| -4% | -$51.2K | 0.87% | 30 |
|
|
2019
Q2 | $1.35M | Sell |
9,770
-1,725
| -15% | -$238K | 0.9% | 28 |
|
|
2019
Q1 | $1.62M | Buy |
11,495
+334
| +3% | +$47.1K | 1.12% | 20 |
|
|
2018
Q4 | $1.27M | Sell |
11,161
-1,737
| -13% | -$197K | 0.95% | 29 |
|
|
2018
Q3 | $1.95M | Buy |
12,898
+4,391
| +52% | +$664K | 1.31% | 18 |
|
|
2018
Q2 | $1.19M | Buy |
8,507
+216
| +3% | +$30.2K | 0.81% | 32 |
|
|
2018
Q1 | $1.27M | Buy |
+8,291
| New | +$1.27M | 0.86% | 30 |
|