EA
Emerald Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+769
| New | +$227K | 0.03% | 95 |
|
|
2023
Q3 | – | Sell |
-4,044
| Closed | -$541K | – | 82 |
|
|
2023
Q2 | $541K | Sell |
4,044
-390
| -9% | -$52.2K | 0.13% | 46 |
|
|
2023
Q1 | $581K | Sell |
4,434
-170
| -4% | -$22.3K | 0.15% | 40 |
|
|
2022
Q4 | $649K | Sell |
4,604
-363
| -7% | -$51.1K | 0.18% | 34 |
|
|
2022
Q3 | $590K | Buy |
4,967
+163
| +3% | +$19.4K | 0.17% | 38 |
|
|
2022
Q2 | $678K | Sell |
4,804
-318
| -6% | -$44.9K | 0.19% | 37 |
|
|
2022
Q1 | $666K | Buy |
5,122
+214
| +4% | +$27.8K | 0.16% | 39 |
|
|
2021
Q4 | $656K | Buy |
4,908
+583
| +13% | +$77.9K | 0.16% | 38 |
|
|
2021
Q3 | $601K | Sell |
4,325
-1,788
| -29% | -$248K | 0.17% | 45 |
|
|
2021
Q2 | $896K | Buy |
6,113
+2,195
| +56% | +$322K | 0.28% | 33 |
|
|
2021
Q1 | $522K | Buy |
3,918
+40
| +1% | +$5.33K | 0.19% | 38 |
|
|
2020
Q4 | $488K | Buy |
3,878
+1,410
| +57% | +$177K | 0.17% | 43 |
|
|
2020
Q3 | $300K | Buy |
+2,468
| New | +$300K | 0.11% | 57 |
|
|
2020
Q2 | – | Sell |
-1,738
| Closed | -$214K | – | 75 |
|
|
2020
Q1 | $214K | Buy |
+1,738
| New | +$214K | 0.1% | 67 |
|