GA
Geller Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $934K | Buy |
4,248
+131
| +3% | +$28.8K | 0.06% | 70 |
|
|
2024
Q3 | $910K | Buy |
4,117
+20
| +0.5% | +$4.42K | 0.06% | 82 |
|
|
2024
Q2 | $709K | Sell |
4,097
-1
| -0% | -$173 | 0.05% | 104 |
|
|
2024
Q1 | $783K | Sell |
4,098
-223
| -5% | -$42.6K | 0.06% | 91 |
|
|
2023
Q4 | $707K | Sell |
4,321
-218
| -5% | -$35.7K | 0.07% | 89 |
|
|
2023
Q3 | $637K | Buy |
4,539
+216
| +5% | +$30.3K | 0.07% | 85 |
|
|
2023
Q2 | $578K | Buy |
4,323
+935
| +28% | +$125K | 0.07% | 94 |
|
|
2023
Q1 | $444K | Buy |
3,388
+643
| +23% | +$84.3K | 0.07% | 80 |
|
|
2022
Q4 | $387K | Sell |
2,745
-160
| -6% | -$22.5K | 0.07% | 68 |
|
|
2022
Q3 | $345K | Buy |
2,905
+565
| +24% | +$67.1K | 0.08% | 69 |
|
|
2022
Q2 | $330K | Sell |
2,340
-321
| -12% | -$45.3K | 0.07% | 78 |
|
|
2022
Q1 | $346K | Buy |
2,661
+190
| +8% | +$24.7K | 0.06% | 88 |
|
|
2021
Q4 | $330K | Buy |
2,471
+23
| +0.9% | +$3.07K | 0.06% | 108 |
|
|
2021
Q3 | $340K | Buy |
2,448
+57
| +2% | +$7.92K | 0.07% | 90 |
|
|
2021
Q2 | $350K | Sell |
2,391
-18
| -0.7% | -$2.64K | 0.08% | 78 |
|
|
2021
Q1 | $321K | Buy |
2,409
+333
| +16% | +$44.4K | 0.08% | 75 |
|
|
2020
Q4 | $336K | Hold |
2,076
| – | – | 0.08% | 68 |
|
|
2020
Q3 | $253K | Sell |
2,076
-684
| -25% | -$83.4K | 0.07% | 65 |
|
|
2020
Q2 | $333K | Buy |
+2,760
| New | +$333K | 0.1% | 49 |
|
|
2020
Q1 | – | Sell |
-1,743
| Closed | -$234K | – | 74 |
|
|
2019
Q4 | $234K | Buy |
+1,743
| New | +$234K | 0.07% | 46 |
|
|
2016
Q4 | – | Sell |
-1,318
| Closed | -$209K | – | 27 |
|
|
2016
Q3 | $209K | Buy |
+1,318
| New | +$209K | 0.12% | 25 |
|