Cetera Advisors’s IBM IBM Stock Holding History

Cetera Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$22.8M	Buy	119,467 +44,894	+60%	+$8.57M	0.18%	113
2023 Q4	$12.2M	Sell	74,573 -292	-0.4%	-$47.8K	0.17%	124
2023 Q3	$10.5M	Sell	74,865 -7,218	-9%	-$1.01M	0.16%	138
2023 Q2	$11M	Buy	82,083 +928	+1%	+$124K	0.17%	133
2023 Q1	$10.6M	Sell	81,155 -10,103	-11%	-$1.32M	0.18%	126
2022 Q4	$12.9M	Buy	91,258 +3,391	+4%	+$478K	0.23%	97
2022 Q3	$10.4M	Sell	87,867 -7,926	-8%	-$942K	0.28%	83
2022 Q2	$13.5M	Buy	95,793 +1,949	+2%	+$275K	0.31%	71
2022 Q1	$12.2M	Buy	93,844 +8,108	+9%	+$1.05M	0.24%	90
2021 Q4	$11.5M	Buy	85,736 +21,948	+34%	+$2.93M	0.23%	93
2021 Q3	$8.86M	Buy	63,788 +9,202	+17%	+$1.28M	0.17%	122
2021 Q2	$8M	Buy	54,586 +21,155	+63%	+$3.1M	0.19%	114
2021 Q1	$4.46M	Buy	33,431 +3,089	+10%	+$412K	0.12%	171
2020 Q4	$3.82M	Sell	30,342 -2,608	-8%	-$328K	0.12%	168
2020 Q3	$4.01M	Sell	32,950 -7,203	-18%	-$876K	0.15%	138
2020 Q2	$4.85M	Buy	40,153 +2,638	+7%	+$319K	0.21%	103
2020 Q1	$4.16M	Buy	37,515 +5,151	+16%	+$571K	0.22%	103
2019 Q4	$4.33M	Sell	32,364 -558	-2%	-$74.7K	0.19%	119
2019 Q3	$4.79M	Sell	32,922 -5,229	-14%	-$760K	0.21%	106
2019 Q2	$5.27M	Buy	38,151 +1,668	+5%	+$230K	0.23%	100
2019 Q1	$5.15M	Buy	36,483 +11,447	+46%	+$1.61M	0.26%	90
2018 Q4	$2.83M	Sell	25,036 -8,961	-26%	-$1.01M	0.17%	133
2018 Q3	$5.15M	Buy	33,997 +3,022	+10%	+$458K	0.25%	90
2018 Q2	$4.33M	Buy	30,975 +2,799	+10%	+$391K	0.25%	98
2018 Q1	$4.33M	Buy	28,176 +10,572	+60%	+$1.63M	0.26%	98
2017 Q4	$2.7M	Buy	17,604 +816	+5%	+$125K	0.16%	131
2017 Q3	$2.45M	Sell	16,788 -484	-3%	-$70.5K	0.15%	150
2017 Q2	$2.65M	Sell	17,272 -886	-5%	-$136K	0.17%	138
2017 Q1	$3.16M	Sell	18,158 -1,374	-7%	-$239K	0.21%	108
2016 Q4	$3.24M	Sell	19,532 -51	-0.3%	-$8.47K	0.24%	97
2016 Q3	$3.12M	Sell	19,583 -1,456	-7%	-$232K	0.24%	93
2016 Q2	$3.2M	Sell	21,039 -1,091	-5%	-$166K	0.25%	90
2016 Q1	$3.35M	Sell	22,130 -573	-3%	-$86.7K	0.28%	83
2015 Q4	$3.14M	Sell	22,703 -854	-4%	-$118K	0.27%	92
2015 Q3	$3.39M	Sell	23,557 -1,252	-5%	-$180K	0.32%	67
2015 Q2	$4.02M	Buy	24,809 +5,584	+29%	+$904K	0.34%	70
2015 Q1	$3.09M	Buy	19,225 +255	+1%	+$40.9K	0.28%	87
2014 Q4	$3.04M	Sell	18,970 -3,356	-15%	-$538K	0.3%	92
2014 Q3	$4.23M	Buy	22,326 +677	+3%	+$128K	0.32%	43
2014 Q2	$3.91M	Buy	21,649 +1,137	+6%	+$206K	0.44%	48
2014 Q1	$3.93M	Sell	20,512 -1,376	-6%	-$264K	0.54%	35
2013 Q4	$4.11M	Sell	21,888 -5,089	-19%	-$955K	0.61%	35
2013 Q3	$5M	Sell	26,977 -8,333	-24%	-$1.54M	0.89%	20
2013 Q2	$6.76M	Buy	+35,310	New	+$6.76M	1.41%	10