BBA
BLB&B Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Sell |
20,802
-611
| -3% | -$180K | 0.29% | 59 |
|
|
2025
Q1 | $5.32M | Sell |
21,413
-995
| -4% | -$247K | 0.27% | 57 |
|
|
2024
Q4 | $4.93M | Sell |
22,408
-1,521
| -6% | -$334K | 0.25% | 58 |
|
|
2024
Q3 | $5.29M | Buy |
23,929
+222
| +0.9% | +$49.1K | 0.27% | 58 |
|
|
2024
Q2 | $4.1M | Buy |
23,707
+171
| +0.7% | +$29.6K | 0.22% | 62 |
|
|
2024
Q1 | $4.49M | Sell |
23,536
-850
| -3% | -$162K | 0.25% | 62 |
|
|
2023
Q4 | $3.99M | Sell |
24,386
-1,028
| -4% | -$168K | 0.25% | 63 |
|
|
2023
Q3 | $3.57M | Sell |
25,414
-2,010
| -7% | -$282K | 0.25% | 63 |
|
|
2023
Q2 | $3.67M | Sell |
27,424
-684
| -2% | -$91.5K | 0.26% | 68 |
|
|
2023
Q1 | $3.68M | Sell |
28,108
-153
| -0.5% | -$20.1K | 0.27% | 68 |
|
|
2022
Q4 | $3.98M | Sell |
28,261
-2,927
| -9% | -$412K | 0.31% | 68 |
|
|
2022
Q3 | $3.71M | Sell |
31,188
-447
| -1% | -$53.1K | 0.31% | 69 |
|
|
2022
Q2 | $4.47M | Buy |
31,635
+450
| +1% | +$63.5K | 0.35% | 67 |
|
|
2022
Q1 | $4.06M | Sell |
31,185
-2,466
| -7% | -$321K | 0.27% | 72 |
|
|
2021
Q4 | $4.5M | Sell |
33,651
-12,328
| -27% | -$1.65M | 0.29% | 73 |
|
|
2021
Q3 | $6.39M | Buy |
45,979
+7,480
| +19% | +$1.04M | 0.43% | 64 |
|
|
2021
Q2 | $5.64M | Sell |
38,499
-1,693
| -4% | -$248K | 0.41% | 65 |
|
|
2021
Q1 | $5.36M | Sell |
40,192
-12,463
| -24% | -$1.66M | 0.42% | 64 |
|
|
2020
Q4 | $6.63M | Buy |
52,655
+6,052
| +13% | +$762K | 0.54% | 55 |
|
|
2020
Q3 | $5.67M | Sell |
46,603
-4,460
| -9% | -$543K | 0.57% | 55 |
|
|
2020
Q2 | $6.17M | Sell |
51,063
-2,450
| -5% | -$296K | 0.67% | 43 |
|
|
2020
Q1 | $5.94M | Sell |
53,513
-1,607
| -3% | -$178K | 0.78% | 35 |
|
|
2019
Q4 | $7.39M | Sell |
55,120
-3,194
| -5% | -$428K | 0.77% | 33 |
|
|
2019
Q3 | $8.48M | Sell |
58,314
-748
| -1% | -$109K | 0.96% | 28 |
|
|
2019
Q2 | $8.15M | Buy |
59,062
+535
| +0.9% | +$73.8K | 0.94% | 31 |
|
|
2019
Q1 | $8.26M | Sell |
58,527
-230
| -0.4% | -$32.5K | 0.97% | 29 |
|
|
2018
Q4 | $6.68M | Sell |
58,757
-2,474
| -4% | -$281K | 0.92% | 31 |
|
|
2018
Q3 | $9.26M | Sell |
61,231
-4,911
| -7% | -$743K | 1.15% | 22 |
|
|
2018
Q2 | $9.24M | Sell |
66,142
-4,212
| -6% | -$588K | 1.25% | 19 |
|
|
2018
Q1 | $10.8M | Sell |
70,354
-3,715
| -5% | -$570K | 1.44% | 17 |
|
|
2017
Q4 | $11.4M | Buy |
74,069
+1,375
| +2% | +$211K | 1.62% | 15 |
|
|
2017
Q3 | $10.5M | Buy |
72,694
+3,366
| +5% | +$488K | 1.62% | 15 |
|
|
2017
Q2 | $10.7M | Sell |
69,328
-184
| -0.3% | -$28.3K | 1.77% | 13 |
|
|
2017
Q1 | $12.1M | Sell |
69,512
-218
| -0.3% | -$38K | 2.06% | 6 |
|
|
2016
Q4 | $11.6M | Buy |
69,730
+834
| +1% | +$138K | 2.02% | 7 |
|
|
2016
Q3 | $10.9M | Buy |
68,896
+2
| +0% | +$318 | 1.99% | 8 |
|
|
2016
Q2 | $10.5M | Buy |
68,894
+138
| +0.2% | +$20.9K | 1.97% | 8 |
|
|
2016
Q1 | $10.4M | Sell |
68,756
-616
| -0.9% | -$93.3K | 2.09% | 8 |
|
|
2015
Q4 | $9.55M | Sell |
69,372
-2,754
| -4% | -$379K | 2.02% | 8 |
|
|
2015
Q3 | $10.5M | Buy |
72,126
+437
| +0.6% | +$63.4K | 2.32% | 5 |
|
|
2015
Q2 | $11.7M | Sell |
71,689
-615
| -0.9% | -$100K | 2.42% | 4 |
|
|
2015
Q1 | $11.6M | Sell |
72,304
-2,696
| -4% | -$433K | 2.42% | 4 |
|
|
2014
Q4 | $12M | Sell |
75,000
-4,146
| -5% | -$665K | 2.54% | 3 |
|
|
2014
Q3 | $15M | Sell |
79,146
-359
| -0.5% | -$68.1K | 3.25% | 1 |
|
|
2014
Q2 | $14.4M | Sell |
79,505
-1,301
| -2% | -$236K | 3.08% | 2 |
|
|
2014
Q1 | $15.6M | Sell |
80,806
-514
| -0.6% | -$98.9K | 3.43% | 2 |
|
|
2013
Q4 | $15.3M | Sell |
81,320
-1,761
| -2% | -$330K | 3.65% | 2 |
|
|
2013
Q3 | $15.4M | Sell |
83,081
-1,753
| -2% | -$325K | 4.05% | 1 |
|
|
2013
Q2 | $16.2M | Buy |
+84,834
| New | +$16.2M | 4.51% | 1 |
|