FSA
Fort Sheridan Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
8,348
-100
| -1% | -$29.5K | 0.35% | 53 |
|
|
2025
Q1 | $2.1M | Sell |
8,448
-49
| -0.6% | -$12.2K | 0.32% | 60 |
|
|
2024
Q4 | $1.87M | Sell |
8,497
-793
| -9% | -$174K | 0.27% | 66 |
|
|
2024
Q3 | $2.05M | Buy |
9,290
+82
| +0.9% | +$18.1K | 0.31% | 63 |
|
|
2024
Q2 | $1.59M | Buy |
9,208
+2,075
| +29% | +$359K | 0.26% | 70 |
|
|
2024
Q1 | $1.36M | Buy |
7,133
+267
| +4% | +$51K | 0.26% | 72 |
|
|
2023
Q4 | $1.12M | Sell |
6,866
-20
| -0.3% | -$3.27K | 0.22% | 73 |
|
|
2023
Q3 | $966K | Hold |
6,886
| – | – | 0.22% | 80 |
|
|
2023
Q2 | $921K | Hold |
6,886
| – | – | 0.21% | 81 |
|
|
2023
Q1 | $903K | Buy |
6,886
+80
| +1% | +$10.5K | 0.23% | 79 |
|
|
2022
Q4 | $959K | Sell |
6,806
-400
| -6% | -$56.4K | 0.31% | 56 |
|
|
2022
Q3 | $856K | Hold |
7,206
| – | – | 0.29% | 63 |
|
|
2022
Q2 | $1.02M | Buy |
7,206
+28
| +0.4% | +$3.95K | 0.33% | 53 |
|
|
2022
Q1 | $933K | Buy |
7,178
+200
| +3% | +$26K | 0.27% | 65 |
|
|
2021
Q4 | $933K | Buy |
6,978
+700
| +11% | +$93.6K | 0.27% | 64 |
|
|
2021
Q3 | $872K | Hold |
6,278
| – | – | 0.29% | 62 |
|
|
2021
Q2 | $920K | Hold |
6,278
| – | – | 0.31% | 56 |
|
|
2021
Q1 | $837K | Buy |
6,278
+424
| +7% | +$56.5K | 0.33% | 53 |
|
|
2020
Q4 | $737K | Buy |
5,854
+650
| +12% | +$81.8K | 0.36% | 45 |
|
|
2020
Q3 | $633K | Hold |
5,204
| – | – | 0.37% | 46 |
|
|
2020
Q2 | $628K | Buy |
5,204
+200
| +4% | +$24.1K | 0.39% | 41 |
|
|
2020
Q1 | $555K | Buy |
+5,004
| New | +$555K | 0.41% | 39 |
|