EI
Ethic Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Buy |
131,420
+3,262
| +3% | +$945K | 0.68% | 16 |
|
|
2025
Q1 | $32.1M | Buy |
128,158
+4,820
| +4% | +$1.21M | 0.65% | 16 |
|
|
2024
Q4 | $27.1M | Buy |
123,338
+9,256
| +8% | +$2.03M | 0.55% | 20 |
|
|
2024
Q3 | $21.8M | Sell |
114,082
-12,475
| -10% | -$2.38M | 0.55% | 18 |
|
|
2024
Q2 | $21.9M | Buy |
126,557
+12,475
| +11% | +$2.16M | 0.51% | 21 |
|
|
2024
Q1 | $21.8M | Sell |
114,082
-12,422
| -10% | -$2.37M | 0.55% | 18 |
|
|
2023
Q4 | $20.7M | Buy |
126,504
+7,479
| +6% | +$1.22M | 0.61% | 18 |
|
|
2023
Q3 | $16.7M | Buy |
119,025
+13,283
| +13% | +$1.86M | 0.59% | 20 |
|
|
2023
Q2 | $14.1M | Buy |
105,742
+1,198
| +1% | +$160K | 0.52% | 25 |
|
|
2023
Q1 | $13.7M | Buy |
104,544
+8,382
| +9% | +$1.1M | 0.56% | 22 |
|
|
2022
Q4 | $13.5M | Buy |
96,162
+39,492
| +70% | +$5.56M | 0.73% | 15 |
|
|
2022
Q3 | $6.73M | Buy |
56,670
+1,228
| +2% | +$146K | 0.46% | 35 |
|
|
2022
Q2 | $7.83M | Buy |
55,442
+10,298
| +23% | +$1.45M | 0.55% | 23 |
|
|
2022
Q1 | $5.87M | Buy |
45,144
+8,186
| +22% | +$1.06M | 0.41% | 45 |
|
|
2021
Q4 | $4.94M | Buy |
36,958
+5,691
| +18% | +$761K | 0.38% | 55 |
|
|
2021
Q3 | $4.34M | Buy |
31,267
+2,683
| +9% | +$373K | 0.44% | 40 |
|
|
2021
Q2 | $4.19M | Buy |
28,584
+8,805
| +45% | +$1.29M | 0.51% | 33 |
|
|
2021
Q1 | $2.64M | Buy |
19,779
+9,425
| +91% | +$1.26M | 0.47% | 38 |
|
|
2020
Q4 | $1.3M | Buy |
10,354
+932
| +10% | +$117K | 0.34% | 66 |
|
|
2020
Q3 | $1.15M | Buy |
9,422
+1,232
| +15% | +$150K | 0.44% | 42 |
|
|
2020
Q2 | $989K | Buy |
8,190
+1,946
| +31% | +$235K | 0.56% | 38 |
|
|
2020
Q1 | $693K | Buy |
6,244
+1,117
| +22% | +$124K | 0.58% | 51 |
|
|
2019
Q4 | $687K | Buy |
+5,127
| New | +$687K | 0.51% | 54 |
|