FG
Fiduciary Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
8,157
-51
| -0.6% | -$15K | 0.23% | 95 |
|
|
2025
Q1 | $2.04M | Sell |
8,208
-22
| -0.3% | -$5.47K | 0.2% | 103 |
|
|
2024
Q4 | $1.81M | Hold |
8,230
| – | – | 0.18% | 106 |
|
|
2024
Q3 | $1.82M | Sell |
8,230
-93
| -1% | -$20.6K | 0.18% | 106 |
|
|
2024
Q2 | $1.44M | Sell |
8,323
-279
| -3% | -$48.3K | 0.15% | 113 |
|
|
2024
Q1 | $1.64M | Buy |
8,602
+933
| +12% | +$178K | 0.18% | 101 |
|
|
2023
Q4 | $1.25M | Buy |
7,669
+50
| +0.7% | +$8.18K | 0.15% | 111 |
|
|
2023
Q3 | $1.07M | Sell |
7,619
-48
| -0.6% | -$6.73K | 0.14% | 111 |
|
|
2023
Q2 | $1.03M | Sell |
7,667
-255
| -3% | -$34.1K | 0.13% | 119 |
|
|
2023
Q1 | $1.04M | Buy |
7,922
+48
| +0.6% | +$6.29K | 0.14% | 119 |
|
|
2022
Q4 | $1.11M | Buy |
7,874
+50
| +0.6% | +$7.05K | 0.15% | 110 |
|
|
2022
Q3 | $1.11M | Buy |
7,824
+122
| +2% | +$17.2K | 0.14% | 109 |
|
|
2022
Q2 | $1.02M | Buy |
7,702
+380
| +5% | +$50.4K | 0.13% | 114 |
|
|
2022
Q1 | $957K | Sell |
7,322
-155
| -2% | -$20.3K | 0.13% | 111 |
|
|
2021
Q4 | $999K | Sell |
7,477
-375
| -5% | -$50.1K | 0.11% | 114 |
|
|
2021
Q3 | $998K | Hold |
7,852
| – | – | 0.11% | 116 |
|
|
2021
Q2 | $1.12M | Hold |
7,852
| – | – | 0.13% | 111 |
|
|
2021
Q1 | $1.11M | Hold |
7,852
| – | – | 0.14% | 110 |
|
|
2020
Q4 | $949K | Buy |
7,852
+150
| +2% | +$18.1K | 0.13% | 110 |
|
|
2020
Q3 | $937K | Sell |
7,702
-225
| -3% | -$27.4K | 0.14% | 104 |
|
|
2020
Q2 | $957K | Sell |
7,927
-416
| -5% | -$50.2K | 0.16% | 94 |
|
|
2020
Q1 | $925K | Buy |
8,343
+266
| +3% | +$29.5K | 0.18% | 83 |
|
|
2019
Q4 | $1.08M | Buy |
8,077
+34
| +0.4% | +$4.56K | 0.17% | 86 |
|
|
2019
Q3 | $1.17M | Sell |
8,043
-175
| -2% | -$25.5K | 0.2% | 81 |
|
|
2019
Q2 | $1.13M | Sell |
8,218
-369
| -4% | -$50.9K | 0.2% | 84 |
|
|
2019
Q1 | $1.21M | Sell |
8,587
-31
| -0.4% | -$4.38K | 0.23% | 82 |
|
|
2018
Q4 | $980K | Sell |
8,618
-230
| -3% | -$26.2K | 0.2% | 84 |
|
|
2018
Q3 | $1.34M | Sell |
8,848
-75
| -0.8% | -$11.3K | 0.26% | 78 |
|
|
2018
Q2 | $1.25M | Sell |
8,923
-5,470
| -38% | -$764K | 0.26% | 77 |
|
|
2018
Q1 | $2.21M | Sell |
14,393
-10,072
| -41% | -$1.55M | 0.48% | 57 |
|
|
2017
Q4 | $3.75M | Sell |
24,465
-3,825
| -14% | -$587K | 0.8% | 42 |
|
|
2017
Q3 | $4.1M | Buy |
28,290
+2,624
| +10% | +$381K | 0.92% | 36 |
|
|
2017
Q2 | $3.95M | Buy |
25,666
+270
| +1% | +$41.5K | 0.91% | 39 |
|
|
2017
Q1 | $4.42M | Buy |
25,396
+2,921
| +13% | +$509K | 1.05% | 32 |
|
|
2016
Q4 | $3.73M | Sell |
22,475
-416
| -2% | -$69.1K | 0.96% | 37 |
|
|
2016
Q3 | $3.64M | Buy |
22,891
+279
| +1% | +$44.3K | 0.99% | 35 |
|
|
2016
Q2 | $3.43M | Sell |
22,612
-64
| -0.3% | -$9.71K | 0.95% | 36 |
|
|
2016
Q1 | $3.43M | Sell |
22,676
-608
| -3% | -$92.1K | 0.99% | 35 |
|
|
2015
Q4 | $3.2M | Sell |
23,284
-2,109
| -8% | -$290K | 0.95% | 37 |
|
|
2015
Q3 | $3.68M | Buy |
25,393
+822
| +3% | +$119K | 1.22% | 23 |
|
|
2015
Q2 | $4M | Buy |
+24,571
| New | +$4M | 1.26% | 23 |
|