GIA
GHP Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
80,449
+1,384
| +2% | +$408K | 1.05% | 14 |
|
|
2025
Q1 | $19.7M | Buy |
79,065
+371
| +0.5% | +$92.3K | 0.95% | 18 |
|
|
2024
Q4 | $17.3M | Buy |
78,694
+1,031
| +1% | +$227K | 0.81% | 26 |
|
|
2024
Q3 | $17.2M | Buy |
77,663
+463
| +0.6% | +$102K | 0.79% | 27 |
|
|
2024
Q2 | $13.4M | Buy |
77,200
+1,364
| +2% | +$236K | 0.67% | 38 |
|
|
2024
Q1 | $14.5M | Buy |
75,836
+873
| +1% | +$167K | 0.72% | 32 |
|
|
2023
Q4 | $12.3M | Buy |
74,963
+2,049
| +3% | +$335K | 0.66% | 40 |
|
|
2023
Q3 | $10.1M | Buy |
72,914
+2,859
| +4% | +$396K | 0.61% | 45 |
|
|
2023
Q2 | $10M | Buy |
70,055
+6,847
| +11% | +$980K | 0.59% | 46 |
|
|
2023
Q1 | $8.29M | Buy |
63,208
+872
| +1% | +$114K | 0.53% | 57 |
|
|
2022
Q4 | $8.78M | Buy |
62,336
+4,081
| +7% | +$575K | 0.59% | 43 |
|
|
2022
Q3 | $6.92M | Buy |
58,255
+7,049
| +14% | +$837K | 0.53% | 54 |
|
|
2022
Q2 | $7.23M | Buy |
51,206
+5,269
| +11% | +$744K | 0.54% | 52 |
|
|
2022
Q1 | $5.97M | Buy |
45,937
+4,144
| +10% | +$539K | 0.39% | 90 |
|
|
2021
Q4 | $5.59M | Buy |
41,793
+9,274
| +29% | +$1.24M | 0.4% | 91 |
|
|
2021
Q3 | $4.52M | Buy |
32,519
+2,781
| +9% | +$386K | 0.36% | 102 |
|
|
2021
Q2 | $4.36M | Buy |
29,738
+4,826
| +19% | +$707K | 0.35% | 107 |
|
|
2021
Q1 | $3.32M | Buy |
24,912
+5,510
| +28% | +$734K | 0.29% | 124 |
|
|
2020
Q4 | $2.44M | Buy |
19,402
+5,147
| +36% | +$648K | 0.23% | 135 |
|
|
2020
Q3 | $1.73M | Buy |
14,255
+3,098
| +28% | +$377K | 0.2% | 148 |
|
|
2020
Q2 | $1.35M | Buy |
11,157
+330
| +3% | +$39.8K | 0.17% | 156 |
|
|
2020
Q1 | $1.2M | Buy |
10,827
+234
| +2% | +$26K | 0.18% | 154 |
|
|
2019
Q4 | $1.42M | Buy |
10,593
+295
| +3% | +$39.5K | 0.15% | 173 |
|
|
2019
Q3 | $1.5M | Buy |
10,298
+351
| +4% | +$51K | 0.19% | 156 |
|
|
2019
Q2 | $1.37M | Buy |
9,947
+442
| +5% | +$61K | 0.17% | 164 |
|
|
2019
Q1 | $1.34M | Buy |
9,505
+340
| +4% | +$48K | 0.17% | 158 |
|
|
2018
Q4 | $1.04M | Sell |
9,165
-3,314
| -27% | -$377K | 0.16% | 166 |
|
|
2018
Q3 | $1.89M | Sell |
12,479
-576
| -4% | -$87.1K | 0.25% | 124 |
|
|
2018
Q2 | $1.82M | Sell |
13,055
-39
| -0.3% | -$5.45K | 0.26% | 119 |
|
|
2018
Q1 | $2.01M | Sell |
13,094
-287
| -2% | -$44K | 0.28% | 109 |
|
|
2017
Q4 | $2.05M | Sell |
13,381
-396
| -3% | -$60.8K | 0.29% | 108 |
|
|
2017
Q3 | $2M | Sell |
13,777
-493
| -3% | -$71.5K | 0.3% | 103 |
|
|
2017
Q2 | $2.2M | Buy |
14,270
+870
| +6% | +$134K | 0.35% | 90 |
|
|
2017
Q1 | $2.33M | Buy |
13,400
+1,362
| +11% | +$237K | 0.4% | 76 |
|
|
2016
Q4 | $2M | Buy |
12,038
+1,587
| +15% | +$263K | 0.37% | 82 |
|
|
2016
Q3 | $1.66M | Buy |
10,451
+701
| +7% | +$111K | 0.34% | 90 |
|
|
2016
Q2 | $1.48M | Buy |
9,750
+442
| +5% | +$67.1K | 0.32% | 95 |
|
|
2016
Q1 | $1.41M | Buy |
9,308
+512
| +6% | +$77.6K | 0.32% | 91 |
|
|
2015
Q4 | $1.21M | Sell |
8,796
-52
| -0.6% | -$7.15K | 0.29% | 97 |
|
|
2015
Q3 | $1.28M | Buy |
8,848
+613
| +7% | +$88.9K | 0.33% | 88 |
|
|
2015
Q2 | $1.32M | Buy |
8,235
+752
| +10% | +$120K | 0.32% | 84 |
|
|
2015
Q1 | $1.2M | Buy |
7,483
+311
| +4% | +$49.9K | 0.31% | 89 |
|
|
2014
Q4 | $1.15M | Sell |
7,172
-1,047
| -13% | -$168K | 0.32% | 88 |
|
|
2014
Q3 | $1.56M | Sell |
8,219
-25
| -0.3% | -$4.75K | 0.46% | 48 |
|
|
2014
Q2 | $1.49M | Buy |
8,244
+313
| +4% | +$56.7K | 0.44% | 48 |
|
|
2014
Q1 | $1.53M | Buy |
7,931
+218
| +3% | +$42K | 0.49% | 40 |
|
|
2013
Q4 | $1.45M | Sell |
7,713
-38
| -0.5% | -$7.13K | 0.48% | 39 |
|
|
2013
Q3 | $1.44M | Buy |
7,751
+17
| +0.2% | +$3.15K | 0.52% | 37 |
|
|
2013
Q2 | $1.48M | Buy |
+7,734
| New | +$1.48M | 0.59% | 35 |
|