DOA
D'Orazio & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
2,977
+43
| +1% | +$12.7K | 0.12% | 65 |
|
|
2025
Q1 | $730K | Buy |
2,934
+75
| +3% | +$18.6K | 0.11% | 67 |
|
|
2024
Q4 | $629K | Buy |
2,859
+13
| +0.5% | +$2.86K | 0.09% | 78 |
|
|
2024
Q3 | $629K | Buy |
2,846
+4
| +0.1% | +$884 | 0.09% | 76 |
|
|
2024
Q2 | $492K | Sell |
2,842
-4
| -0.1% | -$692 | 0.08% | 87 |
|
|
2024
Q1 | $544K | Buy |
2,846
+15
| +0.5% | +$2.87K | 0.09% | 80 |
|
|
2023
Q4 | $463K | Sell |
2,831
-222
| -7% | -$36.3K | 0.08% | 79 |
|
|
2023
Q3 | $428K | Buy |
3,053
+247
| +9% | +$34.7K | 0.1% | 74 |
|
|
2023
Q2 | $375K | Sell |
2,806
-357
| -11% | -$47.8K | 0.09% | 86 |
|
|
2023
Q1 | $415K | Buy |
3,163
+358
| +13% | +$46.9K | 0.11% | 71 |
|
|
2022
Q4 | $395K | Sell |
2,805
-312
| -10% | -$44K | 0.09% | 81 |
|
|
2022
Q3 | $370K | Sell |
3,117
-178
| -5% | -$21.1K | 0.11% | 69 |
|
|
2022
Q2 | $465K | Buy |
3,295
+732
| +29% | +$103K | 0.12% | 56 |
|
|
2022
Q1 | $333K | Buy |
2,563
+33
| +1% | +$4.29K | 0.08% | 73 |
|
|
2021
Q4 | $338K | Buy |
2,530
+116
| +5% | +$15.5K | 0.08% | 71 |
|
|
2021
Q3 | $335K | Buy |
2,414
+305
| +14% | +$42.3K | 0.08% | 64 |
|
|
2021
Q2 | $309K | Sell |
2,109
-105
| -5% | -$15.4K | 0.08% | 64 |
|
|
2021
Q1 | $295K | Buy |
2,214
+360
| +19% | +$48K | 0.08% | 61 |
|
|
2020
Q4 | $233K | Buy |
1,854
+17
| +0.9% | +$2.14K | 0.08% | 66 |
|
|
2020
Q3 | $224K | Sell |
1,837
-6
| -0.3% | -$732 | 0.09% | 62 |
|
|
2020
Q2 | $223K | Buy |
1,843
+6
| +0.3% | +$726 | 0.1% | 58 |
|
|
2020
Q1 | $204K | Hold |
1,837
| – | – | 0.1% | 56 |
|
|
2019
Q4 | $246K | Hold |
1,837
| – | – | 0.07% | 61 |
|
|
2019
Q3 | $267K | Hold |
1,837
| – | – | 0.09% | 54 |
|
|
2019
Q2 | $253K | Sell |
1,837
-6
| -0.3% | -$826 | 0.07% | 56 |
|
|
2019
Q1 | $260K | Sell |
1,843
-144
| -7% | -$20.3K | 0.08% | 51 |
|
|
2018
Q4 | $226K | Sell |
1,987
-671
| -25% | -$76.3K | 0.07% | 48 |
|
|
2018
Q3 | $402K | Buy |
2,658
+515
| +24% | +$77.9K | 0.15% | 33 |
|
|
2018
Q2 | $299K | Sell |
2,143
-24
| -1% | -$3.35K | 0.11% | 41 |
|
|
2018
Q1 | $333K | Sell |
2,167
-143
| -6% | -$22K | 0.12% | 35 |
|
|
2017
Q4 | $354K | Buy |
2,310
+162
| +8% | +$24.8K | 0.12% | 34 |
|
|
2017
Q3 | $312K | Sell |
2,148
-343
| -14% | -$49.8K | 0.12% | 35 |
|
|
2017
Q2 | $383K | Buy |
2,491
+346
| +16% | +$53.2K | 0.15% | 29 |
|
|
2017
Q1 | $373K | Buy |
2,145
+2
| +0.1% | +$348 | 0.15% | 28 |
|
|
2016
Q4 | $356K | Buy |
2,143
+2
| +0.1% | +$332 | 0.14% | 28 |
|
|
2016
Q3 | $340K | Buy |
2,141
+1
| +0% | +$159 | 0.14% | 28 |
|
|
2016
Q2 | $325K | Buy |
2,140
+2
| +0.1% | +$304 | 0.13% | 32 |
|
|
2016
Q1 | $323K | Buy |
2,138
+173
| +9% | +$26.1K | 0.14% | 31 |
|
|
2015
Q4 | $270K | Sell |
1,965
-547
| -22% | -$75.2K | 0.13% | 28 |
|
|
2015
Q3 | $361K | Buy |
2,512
+11
| +0.4% | +$1.58K | 0.18% | 25 |
|
|
2015
Q2 | $407K | Buy |
2,501
+1
| +0% | +$163 | 0.27% | 25 |
|
|
2015
Q1 | $401K | Hold |
2,500
| – | – | 0.32% | 24 |
|
|
2014
Q4 | $401K | Sell |
2,500
-200
| -7% | -$32.1K | 0.27% | 22 |
|
|
2014
Q3 | $513K | Sell |
2,700
-100
| -4% | -$19K | 0.38% | 19 |
|
|
2014
Q2 | $508K | Hold |
2,800
| – | – | 0.38% | 19 |
|
|
2014
Q1 | $539K | Hold |
2,800
| – | – | 0.42% | 17 |
|
|
2013
Q4 | $525K | Buy |
+2,800
| New | +$525K | 0.45% | 18 |
|