DBIA
Dumont & Blake Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
7,916
-765
| -9% | -$226K | 0.61% | 43 |
|
|
2025
Q1 | $2.16M | Sell |
8,681
-115
| -1% | -$28.6K | 0.61% | 42 |
|
|
2024
Q4 | $1.93M | Sell |
8,796
-75
| -0.8% | -$16.5K | 0.52% | 52 |
|
|
2024
Q3 | $1.96M | Sell |
8,871
-9,098
| -51% | -$2.01M | 0.52% | 49 |
|
|
2024
Q2 | $3.11M | Buy |
17,969
+8,934
| +99% | +$1.55M | 0.44% | 63 |
|
|
2024
Q1 | $1.73M | Sell |
9,035
-410
| -4% | -$78.3K | 0.5% | 54 |
|
|
2023
Q4 | $1.55M | Sell |
9,445
-499
| -5% | -$81.6K | 0.48% | 51 |
|
|
2023
Q3 | $1.4M | Sell |
9,944
-68
| -0.7% | -$9.54K | 0.47% | 55 |
|
|
2023
Q2 | $1.34M | Sell |
10,012
-309
| -3% | -$41.4K | 0.44% | 64 |
|
|
2023
Q1 | $1.35M | Buy |
10,321
+2
| +0% | +$262 | 0.46% | 63 |
|
|
2022
Q4 | $1.45M | Sell |
10,319
-252
| -2% | -$35.5K | 0.51% | 55 |
|
|
2022
Q3 | $1.26M | Sell |
10,571
-9,297
| -47% | -$1.1M | 0.47% | 62 |
|
|
2022
Q2 | $2.81M | Sell |
19,868
-554
| -3% | -$78.2K | 0.92% | 24 |
|
|
2022
Q1 | $2.66M | Sell |
20,422
-13
| -0.1% | -$1.69K | 0.73% | 33 |
|
|
2021
Q4 | $2.73M | Buy |
20,435
+134
| +0.7% | +$17.9K | 0.71% | 35 |
|
|
2021
Q3 | $2.82M | Sell |
20,301
-57
| -0.3% | -$7.92K | 0.81% | 28 |
|
|
2021
Q2 | $2.98M | Buy |
20,358
+87
| +0.4% | +$12.8K | 0.85% | 27 |
|
|
2021
Q1 | $2.7M | Sell |
20,271
-69
| -0.3% | -$9.19K | 0.83% | 28 |
|
|
2020
Q4 | $2.56M | Buy |
20,340
+33
| +0.2% | +$4.15K | 0.87% | 24 |
|
|
2020
Q3 | $2.47M | Buy |
20,307
+289
| +1% | +$35.2K | 0.94% | 22 |
|
|
2020
Q2 | $2.42M | Buy |
20,018
+264
| +1% | +$31.9K | 1.01% | 19 |
|
|
2020
Q1 | $2.19M | Buy |
19,754
+268
| +1% | +$29.7K | 1.12% | 20 |
|
|
2019
Q4 | $2.61M | Buy |
19,486
+30
| +0.2% | +$4.02K | 1.03% | 22 |
|
|
2019
Q3 | $2.83M | Sell |
19,456
-117
| -0.6% | -$17K | 1.19% | 18 |
|
|
2019
Q2 | $2.7M | Buy |
19,573
+836
| +4% | +$115K | 1.12% | 19 |
|
|
2019
Q1 | $2.64M | Buy |
18,737
+409
| +2% | +$57.7K | 1.12% | 20 |
|
|
2018
Q4 | $2.08M | Sell |
18,328
-869
| -5% | -$98.8K | 0.98% | 22 |
|
|
2018
Q3 | $2.9M | Buy |
19,197
+147
| +0.8% | +$22.2K | 1.13% | 18 |
|
|
2018
Q2 | $2.66M | Buy |
19,050
+392
| +2% | +$54.8K | 1.12% | 18 |
|
|
2018
Q1 | $2.86M | Sell |
18,658
-115
| -0.6% | -$17.6K | 1.22% | 17 |
|
|
2017
Q4 | $2.88M | Sell |
18,773
-195
| -1% | -$29.9K | 1.17% | 17 |
|
|
2017
Q3 | $2.75M | Sell |
18,968
-252
| -1% | -$36.6K | 1.18% | 17 |
|
|
2017
Q2 | $2.96M | Sell |
19,220
-217
| -1% | -$33.4K | 1.31% | 16 |
|
|
2017
Q1 | $3.39M | Sell |
19,437
-98
| -0.5% | -$17.1K | 1.53% | 10 |
|
|
2016
Q4 | $3.24M | Buy |
19,535
+125
| +0.6% | +$20.8K | 1.52% | 10 |
|
|
2016
Q3 | $3.08M | Buy |
19,410
+400
| +2% | +$63.5K | 1.51% | 11 |
|
|
2016
Q2 | $2.89M | Buy |
19,010
+97
| +0.5% | +$14.7K | 1.45% | 12 |
|
|
2016
Q1 | $2.86M | Buy |
18,913
+35
| +0.2% | +$5.3K | 1.48% | 12 |
|
|
2015
Q4 | $2.6M | Buy |
18,878
+447
| +2% | +$61.5K | 1.32% | 13 |
|
|
2015
Q3 | $2.67M | Buy |
18,431
+492
| +3% | +$71.3K | 1.44% | 10 |
|
|
2015
Q2 | $2.92M | Sell |
17,939
-40
| -0.2% | -$6.51K | 1.43% | 11 |
|
|
2015
Q1 | $2.89M | Sell |
17,979
-5
| -0% | -$803 | 1.4% | 10 |
|
|
2014
Q4 | $2.89M | Sell |
17,984
-10
| -0.1% | -$1.6K | 1.43% | 10 |
|
|
2014
Q3 | $3.42M | Buy |
17,994
+15
| +0.1% | +$2.85K | 1.76% | 6 |
|
|
2014
Q2 | $3.26M | Buy |
17,979
+80
| +0.4% | +$14.5K | 1.64% | 7 |
|
|
2014
Q1 | $3.45M | Sell |
17,899
-3
| -0% | -$577 | 1.79% | 5 |
|
|
2013
Q4 | $3.36M | Sell |
17,902
-760
| -4% | -$143K | 1.73% | 7 |
|
|
2013
Q3 | $3.46M | Buy |
18,662
+52
| +0.3% | +$9.63K | 1.64% | 7 |
|
|
2013
Q2 | $3.56M | Buy |
+18,610
| New | +$3.56M | 2.14% | 6 |
|