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Cornerstone Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Hold |
14,300
| – | – | 0.14% | 129 |
|
|
2025
Q1 | $3.56M | Hold |
14,300
| – | – | 0.15% | 141 |
|
|
2024
Q4 | $3.14M | Hold |
14,300
| – | – | 0.13% | 152 |
|
|
2024
Q3 | $3.16M | Hold |
14,300
| – | – | 0.13% | 156 |
|
|
2024
Q2 | $2.47M | Hold |
14,300
| – | – | 0.1% | 171 |
|
|
2024
Q1 | $2.73M | Hold |
14,300
| – | – | 0.11% | 180 |
|
|
2023
Q4 | $2.34M | Hold |
14,300
| – | – | 0.1% | 193 |
|
|
2023
Q3 | $2.01M | Sell |
14,300
-1,100
| -7% | -$154K | 0.09% | 200 |
|
|
2023
Q2 | $2.06M | Buy |
+15,400
| New | +$2.06M | 0.1% | 177 |
|
|
2018
Q4 | – | Sell |
-29,000
| Closed | -$4.39M | – | 235 |
|
|
2018
Q3 | $4.39M | Buy |
+29,000
| New | +$4.39M | 0.32% | 90 |
|
|
2017
Q3 | – | Sell |
-12,000
| Closed | -$1.85M | – | 268 |
|
|
2017
Q2 | $1.85M | Sell |
12,000
-29,000
| -71% | -$4.46M | 0.34% | 82 |
|
|
2017
Q1 | $7.14M | Hold |
41,000
| – | – | 1.29% | 21 |
|
|
2016
Q4 | $6.81M | Buy |
+41,000
| New | +$6.81M | 1.26% | 21 |
|
|
2015
Q3 | – | Sell |
-10,100
| Closed | -$1.64M | – | 251 |
|
|
2015
Q2 | $1.64M | Sell |
10,100
-7,000
| -41% | -$1.14M | 0.37% | 78 |
|
|
2015
Q1 | $2.75M | Sell |
17,100
-3,000
| -15% | -$482K | 0.57% | 52 |
|
|
2014
Q4 | $3.23M | Sell |
20,100
-8,000
| -28% | -$1.28M | 0.64% | 43 |
|
|
2014
Q3 | $5.33M | Hold |
28,100
| – | – | 1.04% | 24 |
|
|
2014
Q2 | $5.09M | Buy |
28,100
+8,000
| +40% | +$1.45M | 1.01% | 21 |
|
|
2014
Q1 | $3.87M | Sell |
20,100
-8,500
| -30% | -$1.64M | 0.91% | 22 |
|
|
2013
Q4 | $5.37M | Buy |
28,600
+11,000
| +63% | +$2.06M | 1.32% | 18 |
|
|
2013
Q3 | $3.26M | Buy |
17,600
+8,500
| +93% | +$1.57M | 1.06% | 22 |
|
|
2013
Q2 | $1.74M | Buy |
+9,100
| New | +$1.74M | 0.68% | 42 |
|