GIA
Gladstone Institutional Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.79M | Sell |
29,836
-3,822
| -11% | -$1.13M | 0.36% | 55 |
|
|
2025
Q1 | $8.37M | Buy |
33,658
+7,447
| +28% | +$1.85M | 0.39% | 57 |
|
|
2024
Q4 | $5.76M | Sell |
26,211
-215
| -0.8% | -$47.3K | 0.27% | 86 |
|
|
2024
Q3 | $5.84M | Sell |
26,426
-2,681
| -9% | -$593K | 0.29% | 85 |
|
|
2024
Q2 | $5.03M | Sell |
29,107
-1,307
| -4% | -$226K | 0.26% | 104 |
|
|
2024
Q1 | $5.81M | Sell |
30,414
-15,106
| -33% | -$2.88M | 0.32% | 76 |
|
|
2023
Q4 | $7.44M | Sell |
45,520
-765
| -2% | -$125K | 0.42% | 52 |
|
|
2023
Q3 | $6.49M | Buy |
46,285
+2,360
| +5% | +$331K | 0.42% | 53 |
|
|
2023
Q2 | $5.88M | Buy |
43,925
+5,600
| +15% | +$749K | 0.36% | 71 |
|
|
2023
Q1 | $5.02M | Buy |
38,325
+12,194
| +47% | +$1.6M | 0.33% | 77 |
|
|
2022
Q4 | $3.68M | Sell |
26,131
-7,110
| -21% | -$1M | 0.26% | 109 |
|
|
2022
Q3 | $3.95M | Buy |
33,241
+17,002
| +105% | +$2.02M | 0.31% | 82 |
|
|
2022
Q2 | $2.29M | Sell |
16,239
-572
| -3% | -$80.8K | 0.18% | 148 |
|
|
2022
Q1 | $2.19M | Sell |
16,811
-21
| -0.1% | -$2.73K | 0.15% | 177 |
|
|
2021
Q4 | $2.25M | Buy |
16,832
+1,186
| +8% | +$159K | 0.17% | 157 |
|
|
2021
Q3 | $2.17M | Buy |
15,646
+2,118
| +16% | +$294K | 0.21% | 133 |
|
|
2021
Q2 | $1.98M | Buy |
13,528
+463
| +4% | +$67.9K | 0.24% | 109 |
|
|
2021
Q1 | $1.74M | Buy |
13,065
+10,836
| +486% | +$1.44M | 0.27% | 90 |
|
|
2020
Q4 | $281K | Sell |
2,229
-345
| -13% | -$43.5K | 0.06% | 234 |
|
|
2020
Q3 | $313K | Buy |
2,574
+107
| +4% | +$13K | 0.07% | 202 |
|
|
2020
Q2 | $298K | Sell |
2,467
-1,678
| -40% | -$203K | 0.08% | 175 |
|
|
2020
Q1 | $460K | Buy |
4,145
+1,093
| +36% | +$121K | 0.12% | 148 |
|
|
2019
Q4 | $409K | Sell |
3,052
-514
| -14% | -$68.9K | 0.1% | 160 |
|
|
2019
Q3 | $519K | Sell |
3,566
-399
| -10% | -$58.1K | 0.13% | 134 |
|
|
2019
Q2 | $547K | Buy |
3,965
+814
| +26% | +$112K | 0.17% | 126 |
|
|
2019
Q1 | $445K | Sell |
3,151
-74
| -2% | -$10.5K | 0.16% | 116 |
|
|
2018
Q4 | $367K | Buy |
+3,225
| New | +$367K | 0.21% | 110 |
|