BMA
Brooks Moore & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
11,107
-75
| -0.7% | -$19K | 1.52% | 22 |
|
|
2025
Q1 | $2.78M | Buy |
11,182
+102
| +0.9% | +$25.4K | 1.57% | 22 |
|
|
2024
Q4 | $2.44M | Sell |
11,080
-2,120
| -16% | -$466K | 1.44% | 29 |
|
|
2024
Q3 | $2.92M | Hold |
13,200
| – | – | 1.72% | 23 |
|
|
2024
Q2 | $2.28M | Hold |
13,200
| – | – | 1.47% | 26 |
|
|
2024
Q1 | $2.52M | Sell |
13,200
-312
| -2% | -$59.6K | 1.62% | 22 |
|
|
2023
Q4 | $2.21M | Sell |
13,512
-4,012
| -23% | -$656K | 1.52% | 27 |
|
|
2023
Q3 | $2.46M | Buy |
17,524
+20
| +0.1% | +$2.81K | 1.86% | 22 |
|
|
2023
Q2 | $2.34M | Buy |
17,504
+1,039
| +6% | +$139K | 1.65% | 25 |
|
|
2023
Q1 | $2.16M | Buy |
16,465
+1,214
| +8% | +$159K | 1.55% | 26 |
|
|
2022
Q4 | $2.15M | Sell |
15,251
-35
| -0.2% | -$4.93K | 1.57% | 26 |
|
|
2022
Q3 | $1.82M | Buy |
15,286
+4,531
| +42% | +$538K | 1.47% | 30 |
|
|
2022
Q2 | $1.52M | Buy |
10,755
+4,535
| +73% | +$640K | 1.09% | 36 |
|
|
2022
Q1 | $809K | Buy |
6,220
+1,710
| +38% | +$222K | 0.5% | 54 |
|
|
2021
Q4 | $603K | Sell |
4,510
-2,460
| -35% | -$329K | 0.35% | 65 |
|
|
2021
Q3 | $968K | Buy |
6,970
+775
| +13% | +$108K | 0.63% | 49 |
|
|
2021
Q2 | $908K | Buy |
6,195
+100
| +2% | +$14.7K | 0.58% | 48 |
|
|
2021
Q1 | $812K | Buy |
6,095
+400
| +7% | +$53.3K | 0.55% | 50 |
|
|
2020
Q4 | $717K | Sell |
5,695
-8,712
| -60% | -$1.1M | 0.56% | 49 |
|
|
2020
Q3 | $1.75M | Buy |
14,407
+5,600
| +64% | +$681K | 1.51% | 28 |
|
|
2020
Q2 | $1.06M | Sell |
8,807
-1,405
| -14% | -$170K | 1% | 39 |
|
|
2020
Q1 | $1.13M | Sell |
10,212
-750
| -7% | -$83.2K | 1.2% | 33 |
|
|
2019
Q4 | $1.47M | Sell |
10,962
-127
| -1% | -$17K | 1.17% | 32 |
|
|
2019
Q3 | $1.61M | Sell |
11,089
-600
| -5% | -$87.3K | 1.36% | 29 |
|
|
2019
Q2 | $1.61M | Buy |
11,689
+20
| +0.2% | +$2.76K | 1.38% | 24 |
|
|
2019
Q1 | $1.65M | Sell |
11,669
-340
| -3% | -$48K | 1.5% | 25 |
|
|
2018
Q4 | $1.37M | Buy |
+12,009
| New | +$1.37M | 1.37% | 28 |
|