First Heartland Consultants’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $679K | Buy |
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|
2025
Q2 | $704K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $376 | Sell |
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|
2024
Q1 | $436K | Buy |
|
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $325K | Sell |
|
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|
2023
Q1 | $331K | Sell |
|
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $314 | Buy |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $406 | Sell |
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|
2021
Q3 | $422K | Sell |
|
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $655K | Buy |
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|
2020
Q4 | $540K | Buy |
|
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|
2020
Q3 | $458K | Buy |
|
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|
2020
Q2 | $444K | Buy |
|
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|
2020
Q1 | $319K | Sell |
|
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|
2019
Q4 | $387K | Buy |
|
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|
2019
Q3 | $379K | Sell |
|
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|
2019
Q2 | $387K | Buy |
|
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|
2019
Q1 | $375K | Buy |
|
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|
2018
Q4 | $290K | Sell |
|
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|
2018
Q3 | $428K | Buy |
|
|||||
|
2018
Q2 | $392K | Sell |
|
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|
2018
Q1 | $527K | Sell |
|
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|
2017
Q4 | $529K | Sell |
|
|||||
|
2017
Q3 | $674K | Buy |
|
|||||
|
2017
Q2 | $679K | Buy |
|
|||||
|
2017
Q1 | $666K | Buy |
|
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|
2016
Q4 | $589K | Buy |
|
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|
2016
Q3 | $511K | Sell |
|
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|
2016
Q2 | $548 | Buy |
|
|||||
|
2016
Q1 | $533K | Buy |
|
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|
2015
Q4 | $445K | Sell |
|
|||||
|
2015
Q3 | $534K | Buy |
|
|||||
|
2015
Q2 | $512 | Sell |
|
|||||
|
2015
Q1 | $530K | Sell |
|
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|
2014
Q4 | $532K | Sell |
|
|||||
|
2014
Q3 | $676K | Buy |
|
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|
2014
Q2 | $645K | Sell |
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|
2014
Q1 | $687K | Buy |
|
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|
2013
Q4 | $669K | Sell |
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|
2013
Q3 | $673K | Buy |
|
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|
2013
Q2 | $687K | Buy |
|