First Heartland Consultants’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
2,389
+230
| +11% | +$67.8K | 0.06% | 211 |
|
|
2025
Q1 | $537K | Sell |
2,159
-13
| -0.6% | -$3.23K | 0.06% | 227 |
|
|
2024
Q4 | $478K | Sell |
2,172
-9
| -0.4% | -$1.98K | 0.05% | 247 |
|
|
2024
Q3 | $482K | Buy |
2,181
+6
| +0.3% | +$1.33K | 0.05% | 252 |
|
|
2024
Q2 | $376 | Sell |
2,175
-107
| -5% | -$18 | 0.03% | 307 |
|
|
2024
Q1 | $436K | Buy |
2,282
+28
| +1% | +$5.35K | 0.05% | 270 |
|
|
2023
Q4 | $369K | Sell |
2,254
-47
| -2% | -$7.69K | 0.04% | 257 |
|
|
2023
Q3 | $323K | Sell |
2,301
-129
| -5% | -$18.1K | 0.04% | 277 |
|
|
2023
Q2 | $325K | Sell |
2,430
-92
| -4% | -$12.3K | 0.04% | 269 |
|
|
2023
Q1 | $331K | Sell |
2,522
-6
| -0.2% | -$787 | 0.05% | 264 |
|
|
2022
Q4 | $356K | Sell |
2,528
-118
| -4% | -$16.6K | 0.06% | 251 |
|
|
2022
Q3 | $314 | Buy |
2,646
+204
| +8% | +$24 | 0.03% | 248 |
|
|
2022
Q2 | $344K | Buy |
2,442
+57
| +2% | +$8.03K | 0.05% | 238 |
|
|
2022
Q1 | $310K | Sell |
2,385
-659
| -22% | -$85.7K | 0.05% | 259 |
|
|
2021
Q4 | $406 | Sell |
3,044
-137
| -4% | -$18 | 0.02% | 226 |
|
|
2021
Q3 | $422K | Sell |
3,181
-1,152
| -27% | -$153K | 0.06% | 229 |
|
|
2021
Q2 | $607K | Sell |
4,333
-806
| -16% | -$113K | 0.09% | 176 |
|
|
2021
Q1 | $655K | Buy |
5,139
+650
| +14% | +$82.8K | 0.1% | 167 |
|
|
2020
Q4 | $540K | Buy |
4,489
+551
| +14% | +$66.3K | 0.09% | 160 |
|
|
2020
Q3 | $458K | Buy |
3,938
+90
| +2% | +$10.5K | 0.09% | 160 |
|
|
2020
Q2 | $444K | Buy |
3,848
+838
| +28% | +$96.7K | 0.09% | 168 |
|
|
2020
Q1 | $319K | Sell |
3,010
-12
| -0.4% | -$1.27K | 0.08% | 177 |
|
|
2019
Q4 | $387K | Buy |
3,022
+294
| +11% | +$37.7K | 0.08% | 205 |
|
|
2019
Q3 | $379K | Sell |
2,728
-211
| -7% | -$29.3K | 0.08% | 193 |
|
|
2019
Q2 | $387K | Buy |
2,939
+159
| +6% | +$20.9K | 0.09% | 187 |
|
|
2019
Q1 | $375K | Buy |
2,780
+114
| +4% | +$15.4K | 0.11% | 176 |
|
|
2018
Q4 | $290K | Sell |
2,666
-296
| -10% | -$32.2K | 0.11% | 181 |
|
|
2018
Q3 | $428K | Buy |
2,962
+28
| +1% | +$4.05K | 0.13% | 150 |
|
|
2018
Q2 | $392K | Sell |
2,934
-659
| -18% | -$88K | 0.14% | 159 |
|
|
2018
Q1 | $527K | Sell |
3,593
-13
| -0.4% | -$1.91K | 0.16% | 146 |
|
|
2017
Q4 | $529K | Sell |
3,606
-1,256
| -26% | -$184K | 0.16% | 142 |
|
|
2017
Q3 | $674K | Buy |
4,862
+244
| +5% | +$33.8K | 0.16% | 173 |
|
|
2017
Q2 | $679K | Buy |
4,618
+619
| +15% | +$91K | 0.18% | 160 |
|
|
2017
Q1 | $666K | Buy |
3,999
+290
| +8% | +$48.3K | 0.19% | 147 |
|
|
2016
Q4 | $589K | Buy |
3,709
+347
| +10% | +$55.1K | 0.18% | 154 |
|
|
2016
Q3 | $511K | Sell |
3,362
-417
| -11% | -$63.4K | 0.15% | 170 |
|
|
2016
Q2 | $548 | Buy |
3,779
+100
| +3% | +$15 | 0.06% | 140 |
|
|
2016
Q1 | $533K | Buy |
3,679
+295
| +9% | +$42.7K | 0.2% | 132 |
|
|
2015
Q4 | $445K | Sell |
3,384
-472
| -12% | -$62.1K | 0.17% | 148 |
|
|
2015
Q3 | $534K | Buy |
3,856
+561
| +17% | +$77.7K | 0.22% | 125 |
|
|
2015
Q2 | $512 | Sell |
3,295
-162
| -5% | -$25 | 0.14% | 137 |
|
|
2015
Q1 | $530K | Sell |
3,457
-12
| -0.3% | -$1.84K | 0.2% | 134 |
|
|
2014
Q4 | $532K | Sell |
3,469
-256
| -7% | -$39.3K | 0.22% | 125 |
|
|
2014
Q3 | $676K | Buy |
3,725
+2
| +0.1% | +$363 | 0.3% | 100 |
|
|
2014
Q2 | $645K | Sell |
3,723
-10
| -0.3% | -$1.73K | 0.29% | 101 |
|
|
2014
Q1 | $687K | Buy |
3,733
+1
| +0% | +$184 | 0.34% | 91 |
|
|
2013
Q4 | $669K | Sell |
3,732
-47
| -1% | -$8.43K | 0.38% | 84 |
|
|
2013
Q3 | $673K | Buy |
3,779
+19
| +0.5% | +$3.38K | 0.41% | 70 |
|
|
2013
Q2 | $687K | Buy |
+3,760
| New | +$687K | 0.4% | 67 |
|