Glass Jacobson Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
347
-255
| -42% | -$75.2K | 0.04% | 225 |
|
|
2025
Q1 | $132K | Hold |
602
| – | – | 0.04% | 267 |
|
|
2024
Q4 | $132K | Buy |
602
+22
| +4% | +$4.84K | 0.04% | 267 |
|
|
2024
Q3 | $128K | Hold |
580
| – | – | 0.04% | 258 |
|
|
2024
Q2 | $100K | Hold |
580
| – | – | 0.04% | 268 |
|
|
2024
Q1 | $111K | Buy |
580
+20
| +4% | +$3.82K | 0.04% | 264 |
|
|
2023
Q4 | $91.6K | Hold |
560
| – | – | 0.04% | 277 |
|
|
2023
Q3 | $78.6K | Hold |
560
| – | – | 0.04% | 282 |
|
|
2023
Q2 | $74.9K | Buy |
+560
| New | +$74.9K | 0.03% | 293 |
|
|
2022
Q4 | $107K | Buy |
+760
| New | +$107K | 0.05% | 262 |
|