EHWM
Eads & Heald Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
2,160
-400
| -16% | -$118K | 0.31% | 105 |
|
|
2025
Q1 | $637K | Sell |
2,560
-421
| -14% | -$105K | 0.32% | 106 |
|
|
2024
Q4 | $655K | Sell |
2,981
-149
| -5% | -$32.7K | 0.32% | 104 |
|
|
2024
Q3 | $692K | Sell |
3,130
-84
| -3% | -$18.6K | 0.33% | 103 |
|
|
2024
Q2 | $556K | Sell |
3,214
-160
| -5% | -$27.7K | 0.27% | 108 |
|
|
2024
Q1 | $644K | Sell |
3,374
-197
| -6% | -$37.6K | 0.3% | 106 |
|
|
2023
Q4 | $584K | Sell |
3,571
-19
| -0.5% | -$3.11K | 0.28% | 106 |
|
|
2023
Q3 | $504K | Sell |
3,590
-58
| -2% | -$8.14K | 0.26% | 108 |
|
|
2023
Q2 | $488K | Sell |
3,648
-145
| -4% | -$19.4K | 0.24% | 113 |
|
|
2023
Q1 | $497K | Sell |
3,793
-173
| -4% | -$22.7K | 0.25% | 111 |
|
|
2022
Q4 | $559K | Hold |
3,966
| – | – | 0.28% | 108 |
|
|
2022
Q3 | $471K | Sell |
3,966
-205
| -5% | -$24.3K | 0.27% | 110 |
|
|
2022
Q2 | $589K | Buy |
4,171
+136
| +3% | +$19.2K | 0.32% | 105 |
|
|
2022
Q1 | $525K | Buy |
4,035
+1
| +0% | +$130 | 0.24% | 111 |
|
|
2021
Q4 | $539K | Buy |
4,034
+281
| +7% | +$37.5K | 0.23% | 112 |
|
|
2021
Q3 | $521K | Buy |
3,753
+208
| +6% | +$28.9K | 0.25% | 110 |
|
|
2021
Q2 | $520K | Buy |
3,545
+47
| +1% | +$6.89K | 0.25% | 110 |
|
|
2021
Q1 | $466K | Buy |
3,498
+54
| +2% | +$7.19K | 0.24% | 111 |
|
|
2020
Q4 | $434K | Sell |
3,444
-834
| -19% | -$105K | 0.23% | 107 |
|
|
2020
Q3 | $521K | Sell |
4,278
-6,005
| -58% | -$731K | 0.31% | 101 |
|
|
2020
Q2 | $1.24M | Sell |
10,283
-1,731
| -14% | -$209K | 0.75% | 66 |
|
|
2020
Q1 | $1.33M | Sell |
12,014
-69
| -0.6% | -$7.66K | 0.94% | 48 |
|
|
2019
Q4 | $1.62M | Sell |
12,083
-8
| -0.1% | -$1.07K | 0.86% | 57 |
|
|
2019
Q3 | $1.76M | Sell |
12,091
-72
| -0.6% | -$10.5K | 0.98% | 48 |
|
|
2019
Q2 | $1.68M | Buy |
12,163
+140
| +1% | +$19.3K | 0.95% | 53 |
|
|
2019
Q1 | $1.7M | Buy |
12,023
+534
| +5% | +$75.3K | 0.98% | 52 |
|
|
2018
Q4 | $1.31M | Sell |
11,489
-490
| -4% | -$55.7K | 0.87% | 54 |
|
|
2018
Q3 | $1.81M | Buy |
11,979
+87
| +0.7% | +$13.2K | 1.04% | 47 |
|
|
2018
Q2 | $1.66M | Buy |
11,892
+413
| +4% | +$57.7K | 1.02% | 43 |
|
|
2018
Q1 | $1.76M | Sell |
11,479
-495
| -4% | -$75.9K | 1.12% | 38 |
|
|
2017
Q4 | $1.84M | Sell |
11,974
-389
| -3% | -$59.7K | 1.08% | 40 |
|
|
2017
Q3 | $1.79M | Buy |
12,363
+1,364
| +12% | +$198K | 1.11% | 36 |
|
|
2017
Q2 | $1.69M | Sell |
10,999
-79
| -0.7% | -$12.2K | 1.09% | 38 |
|
|
2017
Q1 | $1.93M | Buy |
11,078
+269
| +2% | +$46.8K | 1.24% | 24 |
|
|
2016
Q4 | $1.79M | Sell |
10,809
-3
| -0% | -$498 | 1.22% | 27 |
|
|
2016
Q3 | $1.72M | Sell |
10,812
-189
| -2% | -$30K | 1.18% | 29 |
|
|
2016
Q2 | $1.67M | Buy |
11,001
+880
| +9% | +$134K | 1.15% | 34 |
|
|
2016
Q1 | $1.53M | Buy |
10,121
+761
| +8% | +$115K | 1.06% | 39 |
|
|
2015
Q4 | $1.29M | Sell |
9,360
-205
| -2% | -$28.2K | 0.89% | 53 |
|
|
2015
Q3 | $1.39M | Buy |
9,565
+590
| +7% | +$85.6K | 0.99% | 43 |
|
|
2015
Q2 | $1.46M | Buy |
8,975
+94
| +1% | +$15.3K | 0.96% | 50 |
|
|
2015
Q1 | $1.43M | Sell |
8,881
-411
| -4% | -$65.9K | 0.92% | 52 |
|
|
2014
Q4 | $1.49M | Sell |
9,292
-87
| -0.9% | -$14K | 0.95% | 53 |
|
|
2014
Q3 | $1.78M | Buy |
9,379
+34
| +0.4% | +$6.45K | 1.2% | 33 |
|
|
2014
Q2 | $1.69M | Buy |
9,345
+170
| +2% | +$30.8K | 1.13% | 42 |
|
|
2014
Q1 | $1.77M | Buy |
9,175
+10
| +0.1% | +$1.93K | 1.16% | 39 |
|
|
2013
Q4 | $1.72M | Sell |
9,165
-27
| -0.3% | -$5.06K | 1.14% | 40 |
|
|
2013
Q3 | $1.7M | Sell |
9,192
-393
| -4% | -$72.8K | 1.22% | 37 |
|
|
2013
Q2 | $1.83M | Buy |
+9,585
| New | +$1.83M | 1.3% | 28 |
|