GFA
Gallagher Fiduciary Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
4,133
+315
| +8% | +$92.9K | 0.05% | 65 |
|
|
2025
Q1 | $949K | Buy |
3,818
+36
| +1% | +$8.95K | 0.03% | 90 |
|
|
2024
Q4 | $831K | Buy |
3,782
+381
| +11% | +$83.8K | 0.16% | 73 |
|
|
2024
Q3 | $752K | Buy |
3,401
+516
| +18% | +$114K | 0.15% | 75 |
|
|
2024
Q2 | $499K | Buy |
2,885
+719
| +33% | +$124K | 0.11% | 105 |
|
|
2024
Q1 | $414K | Buy |
2,166
+470
| +28% | +$89.8K | 0.01% | 123 |
|
|
2023
Q4 | $277K | Buy |
1,696
+1
| +0.1% | +$164 | 0.01% | 151 |
|
|
2023
Q3 | $238K | Buy |
+1,695
| New | +$238K | 0.02% | 150 |
|