First United Bank & 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 | $928K | Sell |
3,149
-55
| -2% | -$16.2K | 0.32% | 72 |
|
|
2025
Q1 | $797K | Sell |
3,204
-44
| -1% | -$10.9K | 0.3% | 70 |
|
|
2024
Q4 | $714K | Sell |
3,248
-25
| -0.8% | -$5.5K | 0.26% | 82 |
|
|
2024
Q3 | $724K | Sell |
3,273
-497
| -13% | -$110K | 0.26% | 82 |
|
|
2024
Q2 | $652K | Hold |
3,770
| – | – | 0.24% | 88 |
|
|
2024
Q1 | $720K | Hold |
3,770
| – | – | 0.27% | 80 |
|
|
2023
Q4 | $617K | Buy |
3,770
+812
| +27% | +$133K | 0.25% | 86 |
|
|
2023
Q3 | $415K | Hold |
2,958
| – | – | 0.19% | 108 |
|
|
2023
Q2 | $396K | Sell |
2,958
-199
| -6% | -$26.6K | 0.18% | 112 |
|
|
2023
Q1 | $414K | Sell |
3,157
-125
| -4% | -$16.4K | 0.19% | 107 |
|
|
2022
Q4 | $462K | Sell |
3,282
-25
| -0.8% | -$3.52K | 0.23% | 98 |
|
|
2022
Q3 | $393K | Hold |
3,307
| – | – | 0.2% | 106 |
|
|
2022
Q2 | $467K | Buy |
3,307
+525
| +19% | +$74.1K | 0.21% | 102 |
|
|
2022
Q1 | $362K | Sell |
2,782
-212
| -7% | -$27.6K | 0.14% | 121 |
|
|
2021
Q4 | $400K | Sell |
2,994
-91
| -3% | -$12.2K | 0.15% | 121 |
|
|
2021
Q3 | $410K | Sell |
3,085
-173
| -5% | -$23K | 0.17% | 113 |
|
|
2021
Q2 | $457K | Sell |
3,258
-108
| -3% | -$15.1K | 0.19% | 107 |
|
|
2021
Q1 | $429K | Sell |
3,366
-1,589
| -32% | -$203K | 0.18% | 104 |
|
|
2020
Q4 | $596K | Buy |
4,955
+39
| +0.8% | +$4.69K | 0.29% | 85 |
|
|
2020
Q3 | $572K | Sell |
4,916
-90
| -2% | -$10.5K | 0.32% | 81 |
|
|
2020
Q2 | $578K | Buy |
5,006
+2,401
| +92% | +$277K | 0.34% | 79 |
|
|
2020
Q1 | $276K | Hold |
2,605
| – | – | 0.2% | 99 |
|
|
2019
Q4 | $334K | Hold |
2,605
| – | – | 0.19% | 102 |
|
|
2019
Q3 | $362K | Sell |
2,605
-523
| -17% | -$72.7K | 0.23% | 100 |
|
|
2019
Q2 | $412K | Sell |
3,128
-104
| -3% | -$13.7K | 0.24% | 97 |
|
|
2019
Q1 | $436K | Buy |
3,232
+36
| +1% | +$4.86K | 0.27% | 90 |
|
|
2018
Q4 | $347K | Buy |
3,196
+382
| +14% | +$41.5K | 0.24% | 94 |
|
|
2018
Q3 | $407K | Sell |
2,814
-24
| -0.8% | -$3.47K | 0.26% | 91 |
|
|
2018
Q2 | $379K | Hold |
2,838
| – | – | 0.25% | 90 |
|
|
2018
Q1 | $416K | Hold |
2,838
| – | – | 0.27% | 84 |
|
|
2017
Q4 | $416K | Sell |
2,838
-63
| -2% | -$9.24K | 0.27% | 83 |
|
|
2017
Q3 | $402K | Sell |
2,901
-16
| -0.5% | -$2.22K | 0.27% | 85 |
|
|
2017
Q2 | $429K | Buy |
2,917
+16
| +0.6% | +$2.35K | 0.29% | 86 |
|
|
2017
Q1 | $483K | Sell |
2,901
-52
| -2% | -$8.66K | 0.34% | 80 |
|
|
2016
Q4 | $469K | Sell |
2,953
-52
| -2% | -$8.26K | 0.35% | 80 |
|
|
2016
Q3 | $456K | Sell |
3,005
-105
| -3% | -$15.9K | 0.38% | 70 |
|
|
2016
Q2 | $451K | Sell |
3,110
-104
| -3% | -$15.1K | 0.39% | 71 |
|
|
2016
Q1 | $465K | Sell |
3,214
-174
| -5% | -$25.2K | 0.43% | 64 |
|
|
2015
Q4 | $446K | Sell |
3,388
-66
| -2% | -$8.69K | 0.4% | 73 |
|
|
2015
Q3 | $479K | Sell |
3,454
-964
| -22% | -$134K | 0.47% | 67 |
|
|
2015
Q2 | $687K | Sell |
4,418
-276
| -6% | -$42.9K | 0.63% | 58 |
|
|
2015
Q1 | $720K | Buy |
4,694
+559
| +14% | +$85.7K | 0.65% | 56 |
|
|
2014
Q4 | $634K | Sell |
4,135
-43
| -1% | -$6.59K | 0.61% | 56 |
|
|
2014
Q3 | $758K | Sell |
4,178
-34
| -0.8% | -$6.17K | 0.77% | 53 |
|
|
2014
Q2 | $730K | Sell |
4,212
-764
| -15% | -$132K | 0.76% | 56 |
|
|
2014
Q1 | $916K | Sell |
4,976
-562
| -10% | -$103K | 0.99% | 40 |
|
|
2013
Q4 | $993K | Sell |
5,538
-99
| -2% | -$17.8K | 1.1% | 38 |
|
|
2013
Q3 | $998K | Buy |
5,637
+63
| +1% | +$11.2K | 1.21% | 33 |
|
|
2013
Q2 | $1.02M | Buy |
+5,574
| New | +$1.02M | 1.37% | 27 |
|