Cooper/Haims Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
2,879
+1
| +0% | +$295 | 0.42% | 28 |
|
|
2025
Q1 | $716K | Sell |
2,878
-34
| -1% | -$8.46K | 0.39% | 29 |
|
|
2024
Q4 | $640K | Sell |
2,912
-108
| -4% | -$23.7K | 0.36% | 30 |
|
|
2024
Q3 | $668K | Sell |
3,020
-100
| -3% | -$22.1K | 0.37% | 29 |
|
|
2024
Q2 | $540K | Buy |
3,120
+225
| +8% | +$38.9K | 0.3% | 37 |
|
|
2024
Q1 | $553K | Hold |
2,895
| – | – | 0.32% | 36 |
|
|
2023
Q4 | $474K | Sell |
2,895
-120
| -4% | -$19.6K | 0.27% | 38 |
|
|
2023
Q3 | $423K | Buy |
3,015
+120
| +4% | +$16.8K | 0.33% | 35 |
|
|
2023
Q2 | $387K | Sell |
2,895
-65
| -2% | -$8.7K | 0.3% | 40 |
|
|
2023
Q1 | $388K | Sell |
2,960
-1
| -0% | -$131 | 0.31% | 39 |
|
|
2022
Q4 | $417K | Buy |
2,961
+10
| +0.3% | +$1.41K | 0.3% | 38 |
|
|
2022
Q3 | $351K | Buy |
2,951
+9
| +0.3% | +$1.07K | 0.29% | 38 |
|
|
2022
Q2 | $415K | Buy |
2,942
+55
| +2% | +$7.76K | 0.27% | 38 |
|
|
2022
Q1 | $375K | Sell |
2,887
-3
| -0.1% | -$390 | 0.24% | 48 |
|
|
2021
Q4 | $386K | Sell |
2,890
-133
| -4% | -$17.8K | 0.24% | 49 |
|
|
2021
Q3 | $402K | Sell |
3,023
-112
| -4% | -$14.9K | 0.24% | 47 |
|
|
2021
Q2 | $439K | Sell |
3,135
-280
| -8% | -$39.2K | 0.29% | 41 |
|
|
2021
Q1 | $435K | Buy |
3,415
+488
| +17% | +$62.2K | 0.31% | 41 |
|
|
2020
Q4 | $352K | Sell |
2,927
-15
| -0.5% | -$1.8K | 0.27% | 41 |
|
|
2020
Q3 | $342K | Sell |
2,942
-6
| -0.2% | -$697 | 0.28% | 37 |
|
|
2020
Q2 | $340K | Sell |
2,948
-17
| -0.6% | -$1.96K | 0.28% | 34 |
|
|
2020
Q1 | $314K | Sell |
2,965
-122
| -4% | -$12.9K | 0.27% | 31 |
|
|
2019
Q4 | $396K | Sell |
3,087
-157
| -5% | -$20.1K | 0.22% | 33 |
|
|
2019
Q3 | $451K | Buy |
3,244
+14
| +0.4% | +$1.95K | 0.28% | 21 |
|
|
2019
Q2 | $426K | Sell |
3,230
-16
| -0.5% | -$2.11K | 0.26% | 24 |
|
|
2019
Q1 | $438K | Sell |
3,246
-209
| -6% | -$28.2K | 0.28% | 25 |
|
|
2018
Q4 | $375K | Hold |
3,455
| – | – | 0.26% | 28 |
|
|
2018
Q3 | $499K | Sell |
3,455
-37
| -1% | -$5.34K | 0.34% | 24 |
|
|
2018
Q2 | $466K | Buy |
3,492
+1
| +0% | +$133 | 0.34% | 22 |
|
|
2018
Q1 | $512K | Buy |
3,491
+271
| +8% | +$39.7K | 0.45% | 17 |
|
|
2017
Q4 | $472K | Buy |
+3,220
| New | +$472K | 0.44% | 18 |
|