CIA
Choate Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
12,078
+2,320
| +24% | +$684K | 0.08% | 101 |
|
|
2025
Q1 | $2.43M | Sell |
9,758
-1,395
| -13% | -$347K | 0.06% | 123 |
|
|
2024
Q4 | $2.45M | Buy |
11,153
+854
| +8% | +$188K | 0.06% | 126 |
|
|
2024
Q3 | $2.28M | Sell |
10,299
-3,535
| -26% | -$782K | 0.06% | 129 |
|
|
2024
Q2 | $2.39M | Buy |
13,834
+2,154
| +18% | +$373K | 0.06% | 121 |
|
|
2024
Q1 | $2.23M | Buy |
11,680
+536
| +5% | +$102K | 0.06% | 134 |
|
|
2023
Q4 | $1.82M | Buy |
11,144
+1,515
| +16% | +$248K | 0.06% | 134 |
|
|
2023
Q3 | $1.35M | Buy |
9,629
+4,899
| +104% | +$687K | 0.05% | 133 |
|
|
2023
Q2 | $633K | Sell |
4,730
-71
| -1% | -$9.5K | 0.03% | 185 |
|
|
2023
Q1 | $629K | Buy |
4,801
+119
| +3% | +$15.6K | 0.03% | 163 |
|
|
2022
Q4 | $660K | Buy |
4,682
+400
| +9% | +$56.4K | 0.04% | 155 |
|
|
2022
Q3 | $508K | Sell |
4,282
-190
| -4% | -$22.5K | 0.03% | 159 |
|
|
2022
Q2 | $632K | Sell |
4,472
-115
| -3% | -$16.3K | 0.04% | 148 |
|
|
2022
Q1 | $596K | Buy |
4,587
+353
| +8% | +$45.9K | 0.03% | 180 |
|
|
2021
Q4 | $566K | Sell |
4,234
-917
| -18% | -$123K | 0.03% | 173 |
|
|
2021
Q3 | $715K | Buy |
5,151
+104
| +2% | +$14.4K | 0.05% | 150 |
|
|
2021
Q2 | $740K | Buy |
5,047
+611
| +14% | +$89.6K | 0.04% | 148 |
|
|
2021
Q1 | $591K | Sell |
4,436
-1,115
| -20% | -$149K | 0.04% | 161 |
|
|
2020
Q4 | $699K | Sell |
5,551
-177
| -3% | -$22.3K | 0.04% | 136 |
|
|
2020
Q3 | $697K | Sell |
5,728
-240
| -4% | -$29.2K | 0.05% | 133 |
|
|
2020
Q2 | $721K | Sell |
5,968
-605
| -9% | -$73.1K | 0.05% | 125 |
|
|
2020
Q1 | $729K | Sell |
6,573
-1,218
| -16% | -$135K | 0.06% | 121 |
|
|
2019
Q4 | $1.04M | Sell |
7,791
-75
| -1% | -$10.1K | 0.06% | 112 |
|
|
2019
Q3 | $1.14M | Buy |
7,866
+49
| +0.6% | +$7.13K | 0.07% | 105 |
|
|
2019
Q2 | $1.08M | Sell |
7,817
-222
| -3% | -$30.6K | 0.06% | 110 |
|
|
2019
Q1 | $1.13M | Sell |
8,039
-1,740
| -18% | -$245K | 0.07% | 106 |
|
|
2018
Q4 | $1.11M | Sell |
9,779
-1,411
| -13% | -$160K | 0.07% | 96 |
|
|
2018
Q3 | $1.69M | Buy |
11,190
+384
| +4% | +$58.1K | 0.09% | 69 |
|
|
2018
Q2 | $1.51M | Sell |
10,806
-2,956
| -21% | -$413K | 0.09% | 88 |
|
|
2018
Q1 | $2.11M | Sell |
13,762
-8,020
| -37% | -$1.23M | 0.11% | 78 |
|
|
2017
Q4 | $3.34M | Sell |
21,782
-5,905
| -21% | -$906K | 0.17% | 65 |
|
|
2017
Q3 | $4.02M | Sell |
27,687
-9,469
| -25% | -$1.37M | 0.22% | 61 |
|
|
2017
Q2 | $5.72M | Sell |
37,156
-10,211
| -22% | -$1.57M | 0.32% | 38 |
|
|
2017
Q1 | $8.25M | Sell |
47,367
-690
| -1% | -$120K | 0.48% | 32 |
|
|
2016
Q4 | $7.98M | Sell |
48,057
-574
| -1% | -$95.3K | 0.51% | 28 |
|
|
2016
Q3 | $7.73M | Buy |
48,631
+623
| +1% | +$99K | 0.51% | 26 |
|
|
2016
Q2 | $7.29M | Sell |
48,008
-307
| -0.6% | -$46.6K | 0.51% | 27 |
|
|
2016
Q1 | $7.32M | Sell |
48,315
-45,289
| -48% | -$6.86M | 0.51% | 28 |
|
|
2015
Q4 | $15M | Buy |
93,604
+59,439
| +174% | +$9.54M | 1.09% | 16 |
|
|
2015
Q3 | $4.95M | Sell |
34,165
-4,230
| -11% | -$613K | 0.34% | 31 |
|
|
2015
Q2 | $6.25M | Sell |
38,395
-43,593
| -53% | -$7.09M | 0.36% | 26 |
|
|
2015
Q1 | $13.2M | Sell |
81,988
-12,016
| -13% | -$1.93M | 0.75% | 19 |
|
|
2014
Q4 | $15.1M | Sell |
94,004
-2,479
| -3% | -$398K | 0.89% | 16 |
|
|
2014
Q3 | $18.3M | Sell |
96,483
-1,217
| -1% | -$231K | 1.11% | 14 |
|
|
2014
Q2 | $17.7M | Sell |
97,700
-7,249
| -7% | -$1.31M | 1.04% | 15 |
|
|
2014
Q1 | $19.4M | Buy |
104,949
+3,129
| +3% | +$579K | 1.21% | 14 |
|
|
2013
Q4 | $19.1M | Sell |
101,820
-413
| -0.4% | -$77.5K | 1.25% | 15 |
|
|
2013
Q3 | $18.9M | Sell |
102,233
-219
| -0.2% | -$40.6K | 1.4% | 13 |
|
|
2013
Q2 | $19.6M | Buy |
+102,452
| New | +$19.6M | 1.57% | 11 |
|