Everett Harris & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $815K | Sell |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $561K | Hold |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $497K | Buy |
|
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $574K | Hold |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $633K | Sell |
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|
2021
Q3 | $658K | Sell |
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|
2021
Q2 | $811K | Buy |
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|
2021
Q1 | $657K | Sell |
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|
2020
Q4 | $955K | Buy |
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|
2020
Q3 | $840K | Sell |
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|
2020
Q2 | $864K | Sell |
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|
2020
Q1 | $806K | Buy |
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|
2019
Q4 | $649K | Sell |
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|
2019
Q3 | $727K | Sell |
|
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $1.1M | Sell |
|
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|
2018
Q3 | $1.89M | Sell |
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|
2018
Q2 | $2.44M | Sell |
|
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|
2018
Q1 | $2.96M | Sell |
|
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|
2017
Q4 | $3.25M | Sell |
|
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|
2017
Q3 | $3.62M | Sell |
|
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|
2017
Q2 | $4.91M | Sell |
|
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|
2017
Q1 | $6.44M | Sell |
|
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|
2016
Q4 | $6.89M | Sell |
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|
2016
Q3 | $8.36M | Sell |
|
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|
2016
Q2 | $8.02M | Sell |
|
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|
2016
Q1 | $9.11M | Sell |
|
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|
2015
Q4 | $11.4M | Buy |
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|
2015
Q3 | $9.27M | Buy |
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|
2015
Q2 | $10.2M | Buy |
|
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|
2015
Q1 | $9.81M | Sell |
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|
2014
Q4 | $9.81M | Sell |
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|
2014
Q3 | $19.5M | Sell |
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|
2014
Q2 | $30M | Sell |
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|
2014
Q1 | $39.8M | Sell |
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|
2013
Q4 | $45.1M | Sell |
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|
2013
Q3 | $60.5M | Sell |
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|
2013
Q2 | $63.9M | Buy |
|