CA
Clearstead Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
42,020
+409
| +1% | +$121K | 0.17% | 113 |
|
|
2025
Q1 | $10.3M | Sell |
41,611
-509
| -1% | -$127K | 0.16% | 123 |
|
|
2024
Q4 | $9.26M | Buy |
42,120
+241
| +0.6% | +$53K | 0.14% | 132 |
|
|
2024
Q3 | $9.26M | Sell |
41,879
-223
| -0.5% | -$49.3K | 0.14% | 135 |
|
|
2024
Q2 | $7.28M | Buy |
42,102
+26,267
| +166% | +$4.54M | 0.12% | 143 |
|
|
2024
Q1 | $2.65M | Sell |
15,835
-332
| -2% | -$55.6K | 0.13% | 128 |
|
|
2023
Q4 | $2.64M | Sell |
16,167
-18,690
| -54% | -$3.06M | 0.14% | 124 |
|
|
2023
Q3 | $4.89M | Buy |
34,857
+19,700
| +130% | +$2.76M | 0.14% | 119 |
|
|
2023
Q2 | $2.03M | Buy |
15,157
+424
| +3% | +$56.7K | 0.12% | 143 |
|
|
2023
Q1 | $1.93M | Sell |
14,733
-89
| -0.6% | -$11.7K | 0.14% | 128 |
|
|
2022
Q4 | $2.09M | Sell |
14,822
-367
| -2% | -$51.7K | 0.16% | 115 |
|
|
2022
Q3 | $1.81M | Sell |
15,189
-3,660
| -19% | -$435K | 0.17% | 114 |
|
|
2022
Q2 | $2.66M | Buy |
18,849
+1,230
| +7% | +$174K | 0.21% | 95 |
|
|
2022
Q1 | $2.29M | Buy |
17,619
+398
| +2% | +$51.8K | 0.16% | 111 |
|
|
2021
Q4 | $2.3M | Sell |
17,221
-102
| -0.6% | -$13.6K | 0.16% | 113 |
|
|
2021
Q3 | $2.41M | Buy |
17,323
+1,063
| +7% | +$148K | 0.18% | 104 |
|
|
2021
Q2 | $2.38M | Buy |
16,260
+598
| +4% | +$87.7K | 0.18% | 101 |
|
|
2021
Q1 | $2.09M | Buy |
15,662
+851
| +6% | +$113K | 0.17% | 104 |
|
|
2020
Q4 | $1.86M | Buy |
14,811
+1,488
| +11% | +$187K | 0.17% | 104 |
|
|
2020
Q3 | $1.62M | Sell |
13,323
-11,809
| -47% | -$1.44M | 0.17% | 102 |
|
|
2020
Q2 | $3.04M | Buy |
25,132
+11,316
| +82% | +$1.37M | 0.35% | 62 |
|
|
2020
Q1 | $1.53M | Sell |
13,816
-2,293
| -14% | -$254K | 0.22% | 82 |
|
|
2019
Q4 | $2.16M | Sell |
16,109
-267
| -2% | -$35.8K | 0.26% | 78 |
|
|
2019
Q3 | $2.38M | Sell |
16,376
-772
| -5% | -$112K | 0.32% | 65 |
|
|
2019
Q2 | $2.37M | Sell |
17,148
-447
| -3% | -$61.6K | 0.32% | 65 |
|
|
2019
Q1 | $2.48M | Sell |
17,595
-2,657
| -13% | -$375K | 0.34% | 64 |
|
|
2018
Q4 | $2.3M | Buy |
20,252
+501
| +3% | +$56.9K | 0.36% | 64 |
|
|
2018
Q3 | $2.99M | Buy |
19,751
+41
| +0.2% | +$6.2K | 0.41% | 53 |
|
|
2018
Q2 | $2.75M | Buy |
19,710
+52
| +0.3% | +$7.26K | 0.39% | 55 |
|
|
2018
Q1 | $3.02M | Sell |
19,658
-198
| -1% | -$30.4K | 0.44% | 51 |
|
|
2017
Q4 | $3.05M | Sell |
19,856
-190
| -0.9% | -$29.1K | 0.41% | 51 |
|
|
2017
Q3 | $2.91M | Sell |
20,046
-1,093
| -5% | -$159K | 0.38% | 57 |
|
|
2017
Q2 | $3.25M | Sell |
21,139
-2,974
| -12% | -$457K | 0.47% | 49 |
|
|
2017
Q1 | $4.2M | Sell |
24,113
-1,493
| -6% | -$260K | 0.61% | 35 |
|
|
2016
Q4 | $4.25M | Buy |
+25,606
| New | +$4.25M | 0.69% | 30 |
|