GA
Gateway Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.5M | Sell |
24,864
-18
| -0.1% | -$3.98K | 0.89% | 31 |
|
|
2024
Q2 | $4.3M | Buy |
24,882
+1,088
| +5% | +$188K | 0.73% | 34 |
|
|
2024
Q1 | $4.54M | Buy |
+23,794
| New | +$4.54M | 0.8% | 34 |
|
|
2021
Q4 | – | Sell |
-1,756
| Closed | -$244K | – | 112 |
|
|
2021
Q3 | $244K | Sell |
1,756
-723
| -29% | -$100K | 0.05% | 99 |
|
|
2021
Q2 | $363K | Buy |
2,479
+781
| +46% | +$114K | 0.08% | 78 |
|
|
2021
Q1 | $226K | Buy |
+1,698
| New | +$226K | 0.06% | 75 |
|
|
2020
Q1 | – | Sell |
-1,503
| Closed | -$201K | – | 65 |
|
|
2019
Q4 | $201K | Buy |
+1,503
| New | +$201K | 0.05% | 63 |
|