Cetera Investment Advisers’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $99M | Buy |
335,689
+29,090
| +9% | +$8.58M | 0.17% | 116 |
|
2025
Q1 | $76.2M | Buy |
306,599
+21,643
| +8% | +$5.38M | 0.15% | 138 |
|
2024
Q4 | $62.6M | Sell |
284,956
-1,308
| -0.5% | -$288K | 0.13% | 158 |
|
2024
Q3 | $63.3M | Buy |
286,264
+2,174
| +0.8% | +$481K | 0.14% | 147 |
|
2024
Q2 | $49.1M | Sell |
284,090
-9,358
| -3% | -$1.62M | 0.11% | 168 |
|
2024
Q1 | $56M | Buy |
293,448
+226,802
| +340% | +$43.3M | 0.13% | 150 |
|
2023
Q4 | $10.9M | Sell |
66,646
-4,089
| -6% | -$669K | 0.09% | 206 |
|
2023
Q3 | $9.92M | Buy |
70,735
+4,037
| +6% | +$566K | 0.09% | 220 |
|
2023
Q2 | $8.92M | Sell |
66,698
-2,152
| -3% | -$288K | 0.08% | 241 |
|
2023
Q1 | $9.03M | Buy |
68,850
+1,306
| +2% | +$171K | 0.08% | 236 |
|
2022
Q4 | $9.52M | Buy |
67,544
+32,164
| +91% | +$4.53M | 0.09% | 220 |
|
2022
Q3 | $4.2M | Sell |
35,380
-26,515
| -43% | -$3.15M | 0.08% | 250 |
|
2022
Q2 | $8.74M | Buy |
61,895
+238
| +0.4% | +$33.6K | 0.14% | 153 |
|
2022
Q1 | $8.02M | Buy |
61,657
+1,767
| +3% | +$230K | 0.12% | 189 |
|
2021
Q4 | $8.01M | Sell |
59,890
-19,099
| -24% | -$2.55M | 0.11% | 196 |
|
2021
Q3 | $11M | Sell |
78,989
-7,168
| -8% | -$996K | 0.17% | 129 |
|
2021
Q2 | $12.6M | Buy |
86,157
+18,228
| +27% | +$2.67M | 0.2% | 111 |
|
2021
Q1 | $9.05M | Sell |
67,929
-1,168
| -2% | -$156K | 0.18% | 119 |
|
2020
Q4 | $8.7M | Buy |
69,097
+47,930
| +226% | +$6.03M | 0.17% | 132 |
|
2020
Q3 | $2.58M | Buy |
21,167
+466
| +2% | +$56.7K | 0.21% | 118 |
|
2020
Q2 | $2.5M | Buy |
20,701
+3,366
| +19% | +$407K | 0.23% | 111 |
|
2020
Q1 | $1.92M | Sell |
17,335
-3,493
| -17% | -$387K | 0.24% | 118 |
|
2019
Q4 | $2.79M | Buy |
20,828
+316
| +2% | +$42.3K | 0.28% | 98 |
|
2019
Q3 | $2.99M | Buy |
20,512
+1,473
| +8% | +$215K | 0.36% | 74 |
|
2019
Q2 | $2.62M | Buy |
19,039
+1,340
| +8% | +$185K | 0.34% | 81 |
|
2019
Q1 | $2.5M | Buy |
17,699
+378
| +2% | +$53.4K | 0.35% | 80 |
|
2018
Q4 | $1.97M | Buy |
17,321
+865
| +5% | +$98.3K | 0.32% | 87 |
|
2018
Q3 | $2.49M | Buy |
16,456
+2,002
| +14% | +$303K | 0.36% | 75 |
|
2018
Q2 | $2.02M | Sell |
14,454
-1,350
| -9% | -$188K | 0.35% | 74 |
|
2018
Q1 | $2.43M | Buy |
15,804
+1,667
| +12% | +$256K | 0.45% | 60 |
|
2017
Q4 | $2.17M | Buy |
14,137
+190
| +1% | +$29.2K | 0.4% | 65 |
|
2017
Q3 | $2.03M | Buy |
13,947
+354
| +3% | +$51.4K | 0.45% | 57 |
|
2017
Q2 | $2.09M | Buy |
13,593
+1,033
| +8% | +$159K | 0.51% | 51 |
|
2017
Q1 | $2.19M | Buy |
12,560
+5,696
| +83% | +$991K | 0.6% | 44 |
|
2016
Q4 | $1.14M | Buy |
6,864
+922
| +16% | +$153K | 0.38% | 76 |
|
2016
Q3 | $944K | Sell |
5,942
-424
| -7% | -$67.4K | 0.41% | 70 |
|
2016
Q2 | $968K | Sell |
6,366
-534
| -8% | -$81.2K | 0.38% | 72 |
|
2016
Q1 | $1.05M | Buy |
6,900
+1,255
| +22% | +$190K | 0.45% | 58 |
|
2015
Q4 | $779K | Buy |
+5,645
| New | +$779K | 0.36% | 83 |
|