Dana Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Sell |
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|
2025
Q2 | $916K | Hold |
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|
2025
Q1 | $773K | Hold |
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|
2024
Q4 | $683K | Sell |
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|
2024
Q3 | $695K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $201K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Hold |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $282K | Buy |
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|
2016
Q3 | $258K | Sell |
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|
2016
Q2 | $332K | Buy |
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|
2016
Q1 | $206K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $16.7M | Sell |
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|
2014
Q3 | $23.6M | Buy |
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|
2014
Q2 | $21.7M | Buy |
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|
2014
Q1 | $17M | Sell |
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|
2013
Q4 | $21.1M | Buy |
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|
2013
Q3 | $19.9M | Sell |
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|
2013
Q2 | $21.5M | Buy |
|