EHC
Everett Harris & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
6,958
+117
| +2% | +$34.5K | 0.03% | 113 |
|
|
2025
Q1 | $1.7M | Sell |
6,841
-275
| -4% | -$68.4K | 0.02% | 114 |
|
|
2024
Q4 | $1.56M | Buy |
7,116
+3,431
| +93% | +$754K | 0.02% | 112 |
|
|
2024
Q3 | $815K | Sell |
3,685
-50
| -1% | -$11.1K | 0.01% | 152 |
|
|
2024
Q2 | $646K | Sell |
3,735
-147
| -4% | -$25.4K | 0.01% | 162 |
|
|
2024
Q1 | $741K | Buy |
3,882
+175
| +5% | +$33.4K | 0.01% | 155 |
|
|
2023
Q4 | $606K | Sell |
3,707
-290
| -7% | -$47.4K | 0.01% | 160 |
|
|
2023
Q3 | $561K | Hold |
3,997
| – | – | 0.01% | 161 |
|
|
2023
Q2 | $535K | Buy |
3,997
+204
| +5% | +$27.3K | 0.01% | 165 |
|
|
2023
Q1 | $497K | Buy |
3,793
+460
| +14% | +$60.3K | 0.01% | 175 |
|
|
2022
Q4 | $470K | Sell |
3,333
-1,500
| -31% | -$212K | 0.01% | 178 |
|
|
2022
Q3 | $574K | Hold |
4,833
| – | – | 0.01% | 154 |
|
|
2022
Q2 | $682K | Sell |
4,833
-109
| -2% | -$15.4K | 0.01% | 151 |
|
|
2022
Q1 | $643K | Buy |
4,942
+209
| +4% | +$27.2K | 0.01% | 167 |
|
|
2021
Q4 | $633K | Hold |
4,733
| – | – | 0.01% | 165 |
|
|
2021
Q3 | $658K | Sell |
4,733
-800
| -14% | -$111K | 0.01% | 158 |
|
|
2021
Q2 | $811K | Buy |
5,533
+600
| +12% | +$87.9K | 0.01% | 148 |
|
|
2021
Q1 | $657K | Sell |
4,933
-2,650
| -35% | -$353K | 0.01% | 152 |
|
|
2020
Q4 | $955K | Buy |
7,583
+680
| +10% | +$85.6K | 0.02% | 134 |
|
|
2020
Q3 | $840K | Sell |
6,903
-250
| -3% | -$30.4K | 0.02% | 136 |
|
|
2020
Q2 | $864K | Sell |
7,153
-115
| -2% | -$13.9K | 0.02% | 129 |
|
|
2020
Q1 | $806K | Buy |
7,268
+2,425
| +50% | +$269K | 0.02% | 128 |
|
|
2019
Q4 | $649K | Sell |
4,843
-155
| -3% | -$20.8K | 0.01% | 164 |
|
|
2019
Q3 | $727K | Sell |
4,998
-2,633
| -35% | -$383K | 0.02% | 150 |
|
|
2019
Q2 | $1.05M | Sell |
7,631
-1,960
| -20% | -$270K | 0.03% | 129 |
|
|
2019
Q1 | $1.35M | Sell |
9,591
-114
| -1% | -$16.1K | 0.04% | 121 |
|
|
2018
Q4 | $1.1M | Sell |
9,705
-2,789
| -22% | -$317K | 0.03% | 118 |
|
|
2018
Q3 | $1.89M | Sell |
12,494
-5,002
| -29% | -$756K | 0.05% | 96 |
|
|
2018
Q2 | $2.44M | Sell |
17,496
-1,788
| -9% | -$250K | 0.07% | 84 |
|
|
2018
Q1 | $2.96M | Sell |
19,284
-1,876
| -9% | -$288K | 0.08% | 75 |
|
|
2017
Q4 | $3.25M | Sell |
21,160
-3,791
| -15% | -$582K | 0.09% | 79 |
|
|
2017
Q3 | $3.62M | Sell |
24,951
-6,951
| -22% | -$1.01M | 0.11% | 71 |
|
|
2017
Q2 | $4.91M | Sell |
31,902
-5,054
| -14% | -$777K | 0.15% | 59 |
|
|
2017
Q1 | $6.44M | Sell |
36,956
-4,585
| -11% | -$798K | 0.21% | 53 |
|
|
2016
Q4 | $6.9M | Sell |
41,541
-11,104
| -21% | -$1.84M | 0.24% | 52 |
|
|
2016
Q3 | $8.36M | Sell |
52,645
-201
| -0.4% | -$31.9K | 0.3% | 46 |
|
|
2016
Q2 | $8.02M | Sell |
52,846
-7,284
| -12% | -$1.11M | 0.29% | 47 |
|
|
2016
Q1 | $9.11M | Sell |
60,130
-23,000
| -28% | -$3.48M | 0.33% | 44 |
|
|
2015
Q4 | $11.4M | Buy |
83,130
+19,161
| +30% | +$2.64M | 0.4% | 44 |
|
|
2015
Q3 | $9.27M | Buy |
63,969
+1,485
| +2% | +$215K | 0.34% | 47 |
|
|
2015
Q2 | $10.2M | Buy |
62,484
+1,340
| +2% | +$218K | 0.36% | 43 |
|
|
2015
Q1 | $9.81M | Sell |
61,144
-13
| -0% | -$2.09K | 0.34% | 44 |
|
|
2014
Q4 | $9.81M | Sell |
61,157
-41,359
| -40% | -$6.64M | 0.34% | 47 |
|
|
2014
Q3 | $19.5M | Sell |
102,516
-62,860
| -38% | -$11.9M | 0.7% | 34 |
|
|
2014
Q2 | $30M | Sell |
165,376
-41,186
| -20% | -$7.47M | 1.11% | 28 |
|
|
2014
Q1 | $39.8M | Sell |
206,562
-33,750
| -14% | -$6.5M | 1.48% | 22 |
|
|
2013
Q4 | $45.1M | Sell |
240,312
-86,415
| -26% | -$16.2M | 1.68% | 23 |
|
|
2013
Q3 | $60.5M | Sell |
326,727
-7,595
| -2% | -$1.41M | 2.47% | 13 |
|
|
2013
Q2 | $63.9M | Buy |
+334,322
| New | +$63.9M | 2.66% | 11 |
|