Cerity Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100M | Buy |
339,775
+10,458
| +3% | +$3.08M | 0.18% | 118 |
|
|
2025
Q1 | $81.9M | Buy |
329,317
+22,611
| +7% | +$5.62M | 0.17% | 126 |
|
|
2024
Q4 | $67.5M | Buy |
306,706
+7,015
| +2% | +$1.54M | 0.15% | 143 |
|
|
2024
Q3 | $66.3M | Buy |
299,691
+2,648
| +0.9% | +$585K | 0.15% | 148 |
|
|
2024
Q2 | $51.4M | Buy |
297,043
+14,900
| +5% | +$2.58M | 0.14% | 151 |
|
|
2024
Q1 | $53.5M | Buy |
282,143
+50,916
| +22% | +$9.65M | 0.14% | 151 |
|
|
2023
Q4 | $37.8M | Buy |
+231,227
| New | +$37.8M | 0.12% | 159 |
|
|
2023
Q3 | – | Sell |
-203,092
| Closed | -$27.2M | – | 1536 |
|
|
2023
Q2 | $27.2M | Buy |
203,092
+13,396
| +7% | +$1.79M | 0.11% | 186 |
|
|
2023
Q1 | $30.1M | Buy |
189,696
+51,095
| +37% | +$8.09M | 0.07% | 186 |
|
|
2022
Q4 | $20M | Buy |
138,601
+81,436
| +142% | +$11.7M | 0.13% | 166 |
|
|
2022
Q3 | $6.79M | Sell |
57,165
-1,127
| -2% | -$134K | 0.08% | 203 |
|
|
2022
Q2 | $8.23M | Buy |
58,292
+29,683
| +104% | +$4.19M | 0.09% | 192 |
|
|
2022
Q1 | $3.32M | Buy |
28,609
+4,843
| +20% | +$562K | 0.05% | 244 |
|
|
2021
Q4 | $3.18M | Buy |
23,766
+1,396
| +6% | +$187K | 0.05% | 256 |
|
|
2021
Q3 | $3.11M | Sell |
22,370
-345
| -2% | -$47.9K | 0.07% | 207 |
|
|
2021
Q2 | $3.33M | Buy |
22,715
+1,261
| +6% | +$185K | 0.07% | 200 |
|
|
2021
Q1 | $2.86M | Buy |
21,454
+326
| +2% | +$43.4K | 0.07% | 207 |
|
|
2020
Q4 | $2.66M | Buy |
21,128
+770
| +4% | +$96.9K | 0.09% | 178 |
|
|
2020
Q3 | $2.48M | Buy |
20,358
+5,144
| +34% | +$626K | 0.1% | 145 |
|
|
2020
Q2 | $1.84M | Sell |
15,214
-39,231
| -72% | -$4.74M | 0.1% | 140 |
|
|
2020
Q1 | $6.04M | Buy |
54,445
+1,200
| +2% | +$133K | 0.38% | 53 |
|
|
2019
Q4 | $7.14M | Sell |
53,245
-4,047
| -7% | -$542K | 0.36% | 52 |
|
|
2019
Q3 | $8.33M | Buy |
57,292
+4,386
| +8% | +$638K | 0.49% | 46 |
|
|
2019
Q2 | $7.3M | Buy |
52,906
+34,723
| +191% | +$4.79M | 0.46% | 52 |
|
|
2019
Q1 | $2.57M | Sell |
18,183
-846
| -4% | -$119K | 0.17% | 137 |
|
|
2018
Q4 | $2.16M | Sell |
19,029
-36,113
| -65% | -$4.1M | 0.14% | 149 |
|
|
2018
Q3 | $8.34M | Buy |
55,142
+96
| +0.2% | +$14.5K | 0.58% | 36 |
|
|
2018
Q2 | $7.69M | Buy |
55,046
+1,775
| +3% | +$248K | 0.57% | 37 |
|
|
2018
Q1 | $8.17M | Buy |
53,271
+14,401
| +37% | +$2.21M | 0.63% | 34 |
|
|
2017
Q4 | $5.96M | Buy |
38,870
+15,828
| +69% | +$2.43M | 0.4% | 51 |
|
|
2017
Q3 | $3.34M | Sell |
23,042
-557
| -2% | -$80.8K | 0.24% | 96 |
|
|
2017
Q2 | $3.63M | Sell |
23,599
-106
| -0.4% | -$16.3K | 0.3% | 72 |
|
|
2017
Q1 | $4.13M | Buy |
23,705
+14,268
| +151% | +$2.48M | 0.34% | 57 |
|
|
2016
Q4 | $1.57M | Buy |
+9,437
| New | +$1.57M | 2.16% | 19 |
|