First Bankers Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Hold |
2,755
| – | – | 0.3% | 84 |
|
|
2025
Q1 | $685K | Sell |
2,755
-100
| -4% | -$24.9K | 0.27% | 90 |
|
|
2024
Q4 | $628K | Hold |
2,855
| – | – | 0.25% | 91 |
|
|
2024
Q3 | $631K | Hold |
2,855
| – | – | 0.24% | 87 |
|
|
2024
Q2 | $494K | Sell |
2,855
-60
| -2% | -$10.4K | 0.2% | 94 |
|
|
2024
Q1 | $557K | Buy |
2,915
+410
| +16% | +$78.3K | 0.24% | 89 |
|
|
2023
Q4 | $410K | Hold |
2,505
| – | – | 0.19% | 90 |
|
|
2023
Q3 | $351K | Sell |
2,505
-225
| -8% | -$31.6K | 0.18% | 93 |
|
|
2023
Q2 | $365K | Sell |
2,730
-841
| -24% | -$113K | 0.18% | 93 |
|
|
2023
Q1 | $468K | Sell |
3,571
-50
| -1% | -$6.55K | 0.23% | 87 |
|
|
2022
Q4 | $510K | Sell |
3,621
-15
| -0.4% | -$2.11K | 0.26% | 86 |
|
|
2022
Q3 | $432K | Hold |
3,636
| – | – | 0.25% | 86 |
|
|
2022
Q2 | $513K | Sell |
3,636
-296
| -8% | -$41.8K | 0.27% | 86 |
|
|
2022
Q1 | $511K | Sell |
3,932
-200
| -5% | -$26K | 0.24% | 89 |
|
|
2021
Q4 | $552K | Sell |
4,132
-2,251
| -35% | -$301K | 0.24% | 92 |
|
|
2021
Q3 | $848K | Sell |
6,383
-84
| -1% | -$11.2K | 0.43% | 70 |
|
|
2021
Q2 | $906K | Sell |
6,467
-419
| -6% | -$58.7K | 0.44% | 71 |
|
|
2021
Q1 | $877K | Sell |
6,886
-753
| -10% | -$95.9K | 0.37% | 74 |
|
|
2020
Q4 | $919K | Sell |
7,639
-105
| -1% | -$12.6K | 0.35% | 75 |
|
|
2020
Q3 | $901K | Buy |
7,744
+339
| +5% | +$39.4K | 0.38% | 72 |
|
|
2020
Q2 | $855K | Hold |
7,405
| – | – | 0.38% | 74 |
|
|
2020
Q1 | $785K | Sell |
7,405
-303
| -4% | -$32.1K | 0.41% | 71 |
|
|
2019
Q4 | $988K | Sell |
7,708
-652
| -8% | -$83.6K | 0.42% | 75 |
|
|
2019
Q3 | $1.16M | Sell |
8,360
-104
| -1% | -$14.5K | 0.53% | 69 |
|
|
2019
Q2 | $1.12M | Sell |
8,464
-1,608
| -16% | -$212K | 0.52% | 67 |
|
|
2019
Q1 | $1.36M | Sell |
10,072
-10,647
| -51% | -$1.44M | 0.65% | 51 |
|
|
2018
Q4 | $2.25M | Buy |
20,719
+9,986
| +93% | +$1.09M | 0.59% | 52 |
|
|
2018
Q3 | $1.55M | Sell |
10,733
-460
| -4% | -$66.5K | 0.74% | 45 |
|
|
2018
Q2 | $1.5M | Sell |
11,193
-330
| -3% | -$44.1K | 0.78% | 43 |
|
|
2018
Q1 | $1.69M | Hold |
11,523
| – | – | 0.89% | 41 |
|
|
2017
Q4 | $1.69M | Hold |
11,523
| – | – | 0.84% | 42 |
|
|
2017
Q3 | $1.6M | Sell |
11,523
-125
| -1% | -$17.3K | 0.83% | 43 |
|
|
2017
Q2 | $1.71M | Sell |
11,648
-83
| -0.7% | -$12.2K | 0.92% | 39 |
|
|
2017
Q1 | $1.95M | Sell |
11,731
-654
| -5% | -$109K | 1.07% | 33 |
|
|
2016
Q4 | $1.97M | Sell |
12,385
-261
| -2% | -$41.4K | 1.09% | 31 |
|
|
2016
Q3 | $1.92M | Sell |
12,646
-675
| -5% | -$102K | 1.08% | 34 |
|
|
2016
Q2 | $1.93M | Sell |
13,321
-6,364
| -32% | -$923K | 1.07% | 31 |
|
|
2016
Q1 | $2.85M | Hold |
19,685
| – | – | 1.19% | 27 |
|
|
2015
Q4 | $2.59M | Sell |
19,685
-842
| -4% | -$111K | 1.13% | 33 |
|
|
2015
Q3 | $2.85M | Sell |
20,527
-837
| -4% | -$116K | 1.31% | 28 |
|
|
2015
Q2 | $3.32M | Sell |
21,364
-496
| -2% | -$77.1K | 1.41% | 24 |
|
|
2015
Q1 | $3.35M | Buy |
21,860
+1,620
| +8% | +$249K | 1.44% | 22 |
|
|
2014
Q4 | $3.11M | Sell |
20,240
-607
| -3% | -$93.1K | 1.35% | 25 |
|
|
2014
Q3 | $3.78M | Buy |
20,847
+174
| +0.8% | +$31.6K | 1.67% | 17 |
|
|
2014
Q2 | $3.58M | Sell |
20,673
-643
| -3% | -$111K | 1.57% | 18 |
|
|
2014
Q1 | $3.92M | Sell |
21,316
-74
| -0.3% | -$13.6K | 1.83% | 15 |
|
|
2013
Q4 | $3.84M | Buy |
21,390
+1,398
| +7% | +$251K | 1.82% | 13 |
|
|
2013
Q3 | $3.54M | Buy |
19,992
+331
| +2% | +$58.6K | 1.87% | 13 |
|
|
2013
Q2 | $3.59M | Buy |
+19,661
| New | +$3.59M | 1.94% | 12 |
|