FWIA
Fort Washington Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.9M | Buy |
311,918
+394
| +0.1% | +$116K | 0.53% | 46 |
|
|
2025
Q1 | $77.5M | Sell |
311,524
-56,065
| -15% | -$13.9M | 0.48% | 52 |
|
|
2024
Q4 | $80.8M | Sell |
367,589
-210,036
| -36% | -$46.2M | 0.48% | 50 |
|
|
2024
Q3 | $128M | Sell |
577,625
-185,031
| -24% | -$40.9M | 0.78% | 33 |
|
|
2024
Q2 | $132M | Sell |
762,656
-30,070
| -4% | -$5.2M | 0.86% | 29 |
|
|
2024
Q1 | $151M | Sell |
792,726
-152,611
| -16% | -$29.1M | 0.97% | 28 |
|
|
2023
Q4 | $155M | Sell |
945,337
-33,250
| -3% | -$5.44M | 1.07% | 26 |
|
|
2023
Q3 | $137M | Sell |
978,587
-50,727
| -5% | -$7.12M | 1.04% | 25 |
|
|
2023
Q2 | $138M | Buy |
1,029,314
+887
| +0.1% | +$119K | 0.99% | 27 |
|
|
2023
Q1 | $135M | Sell |
1,028,427
-21,863
| -2% | -$2.87M | 1.02% | 28 |
|
|
2022
Q4 | $148M | Sell |
1,050,290
-10,271
| -1% | -$1.45M | 1.15% | 24 |
|
|
2022
Q3 | $126M | Sell |
1,060,561
-90,273
| -8% | -$10.7M | 1.05% | 25 |
|
|
2022
Q2 | $162M | Buy |
1,150,834
+12,353
| +1% | +$1.74M | 1.25% | 22 |
|
|
2022
Q1 | $148M | Buy |
1,138,481
+17,196
| +2% | +$2.24M | 0.94% | 28 |
|
|
2021
Q4 | $150M | Sell |
1,121,285
-200,689
| -15% | -$26.8M | 0.91% | 28 |
|
|
2021
Q3 | $184M | Buy |
1,321,974
+532,630
| +67% | +$74M | 1.17% | 22 |
|
|
2021
Q2 | $116M | Sell |
789,344
-1,641
| -0.2% | -$241K | 1.02% | 28 |
|
|
2021
Q1 | $105M | Buy |
790,985
+10,300
| +1% | +$1.37M | 1.02% | 31 |
|
|
2020
Q4 | $98.3M | Sell |
780,685
-72,859
| -9% | -$9.17M | 1.04% | 26 |
|
|
2020
Q3 | $104M | Buy |
853,544
+127,093
| +17% | +$15.5M | 1.1% | 25 |
|
|
2020
Q2 | $87.7M | Buy |
726,451
+17,929
| +3% | +$2.17M | 0.99% | 27 |
|
|
2020
Q1 | $78.6M | Buy |
708,522
+23,616
| +3% | +$2.62M | 1.07% | 24 |
|
|
2019
Q4 | $91.8M | Buy |
684,906
+132,455
| +24% | +$17.8M | 0.98% | 28 |
|
|
2019
Q3 | $80.3M | Buy |
552,451
+29,462
| +6% | +$4.28M | 0.89% | 33 |
|
|
2019
Q2 | $72.1M | Buy |
522,989
+3,604
| +0.7% | +$497K | 0.8% | 33 |
|
|
2019
Q1 | $73.3M | Sell |
519,385
-24,745
| -5% | -$3.49M | 0.82% | 33 |
|
|
2018
Q4 | $61.9M | Sell |
544,130
-10,997
| -2% | -$1.25M | 0.76% | 35 |
|
|
2018
Q3 | $83.9M | Buy |
555,127
+9,215
| +2% | +$1.39M | 0.83% | 32 |
|
|
2018
Q2 | $76.3M | Buy |
545,912
+87,014
| +19% | +$12.2M | 0.77% | 35 |
|
|
2018
Q1 | $70.4M | Buy |
458,898
+18,642
| +4% | +$2.86M | 0.73% | 41 |
|
|
2017
Q4 | $67.5M | Sell |
440,256
-111,160
| -20% | -$17.1M | 0.67% | 42 |
|
|
2017
Q3 | $80M | Buy |
551,416
+1,967
| +0.4% | +$285K | 1.24% | 29 |
|
|
2017
Q2 | $84.5M | Buy |
549,449
+4,505
| +0.8% | +$693K | 1.33% | 27 |
|
|
2017
Q1 | $94.9M | Buy |
544,944
+11,466
| +2% | +$2M | 1.52% | 18 |
|
|
2016
Q4 | $88.6M | Buy |
533,478
+50,029
| +10% | +$8.3M | 1.48% | 21 |
|
|
2016
Q3 | $76.8M | Buy |
483,449
+71,427
| +17% | +$11.3M | 1.37% | 22 |
|
|
2016
Q2 | $62.5M | Sell |
412,022
-6,132
| -1% | -$931K | 1.17% | 30 |
|
|
2016
Q1 | $63.3M | Buy |
418,154
+80,976
| +24% | +$12.3M | 1.23% | 27 |
|
|
2015
Q4 | $46.4M | Buy |
337,178
+67,534
| +25% | +$9.29M | 0.94% | 36 |
|
|
2015
Q3 | $39.1M | Buy |
269,644
+187,648
| +229% | +$27.2M | 0.81% | 40 |
|
|
2015
Q2 | $13.3M | Sell |
81,996
-6,220
| -7% | -$1.01M | 0.25% | 84 |
|
|
2015
Q1 | $14.2M | Sell |
88,216
-13,089
| -13% | -$2.1M | 0.28% | 82 |
|
|
2014
Q4 | $16.3M | Sell |
101,305
-5,412
| -5% | -$868K | 0.33% | 74 |
|
|
2014
Q3 | $20.3M | Sell |
106,717
-7,864
| -7% | -$1.49M | 0.42% | 69 |
|
|
2014
Q2 | $20.8M | Sell |
114,581
-6,616
| -5% | -$1.2M | 0.4% | 70 |
|
|
2014
Q1 | $23.3M | Sell |
121,197
-33,446
| -22% | -$6.44M | 0.5% | 56 |
|
|
2013
Q4 | $29M | Sell |
154,643
-15,751
| -9% | -$2.95M | 0.65% | 41 |
|
|
2013
Q3 | $31.6M | Buy |
170,394
+7,786
| +5% | +$1.44M | 0.76% | 37 |
|
|
2013
Q2 | $31.1M | Buy |
+162,608
| New | +$31.1M | 0.71% | 33 |
|