GAG
GM Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
5,403
-20
| -0.4% | -$5.9K | 0.08% | 109 |
|
|
2025
Q1 | $1.35M | Buy |
5,423
+94
| +2% | +$23.4K | 0.07% | 109 |
|
|
2024
Q4 | $1.17M | Buy |
5,329
+115
| +2% | +$25.3K | 0.06% | 111 |
|
|
2024
Q3 | $1.15M | Buy |
5,214
+58
| +1% | +$12.8K | 0.07% | 108 |
|
|
2024
Q2 | $892K | Sell |
5,156
-3
| -0.1% | -$519 | 0.06% | 120 |
|
|
2024
Q1 | $985K | Sell |
5,159
-46
| -0.9% | -$8.78K | 0.07% | 112 |
|
|
2023
Q4 | $851K | Buy |
5,205
+1,004
| +24% | +$164K | 0.06% | 106 |
|
|
2023
Q3 | $589K | Sell |
4,201
-36
| -0.8% | -$5.05K | 0.05% | 111 |
|
|
2023
Q2 | $567K | Buy |
4,237
+61
| +1% | +$8.16K | 0.05% | 114 |
|
|
2023
Q1 | $547K | Buy |
4,176
+262
| +7% | +$34.3K | 0.05% | 118 |
|
|
2022
Q4 | $551K | Buy |
3,914
+133
| +4% | +$18.7K | 0.06% | 106 |
|
|
2022
Q3 | $449K | Buy |
3,781
+8
| +0.2% | +$950 | 0.06% | 125 |
|
|
2022
Q2 | $533K | Buy |
3,773
+1
| +0% | +$141 | 0.08% | 107 |
|
|
2022
Q1 | $490K | Buy |
3,772
+741
| +24% | +$96.3K | 0.06% | 126 |
|
|
2021
Q4 | $405K | Buy |
3,031
+1,575
| +108% | +$210K | 0.04% | 143 |
|
|
2021
Q3 | $202K | Buy |
1,456
+25
| +2% | +$3.47K | 0.02% | 189 |
|
|
2021
Q2 | $210K | Buy |
+1,431
| New | +$210K | 0.02% | 188 |
|
|
2021
Q1 | – | Sell |
-2,115
| Closed | -$266K | – | 200 |
|
|
2020
Q4 | $266K | Sell |
2,115
-616
| -23% | -$77.5K | 0.04% | 145 |
|
|
2020
Q3 | $332K | Sell |
2,731
-536
| -16% | -$65.2K | 0.05% | 124 |
|
|
2020
Q2 | $395K | Buy |
3,267
+95
| +3% | +$11.5K | 0.07% | 114 |
|
|
2020
Q1 | $352K | Buy |
3,172
+1,560
| +97% | +$173K | 0.1% | 86 |
|
|
2019
Q4 | $216K | Sell |
1,612
-900
| -36% | -$121K | 0.07% | 88 |
|
|
2019
Q3 | $365K | Hold |
2,512
| – | – | 0.11% | 70 |
|
|
2019
Q2 | $346K | Hold |
2,512
| – | – | 0.11% | 71 |
|
|
2019
Q1 | $354K | Buy |
+2,512
| New | +$354K | 0.12% | 71 |
|
|
2018
Q4 | – | Sell |
-1,477
| Closed | -$223K | – | 113 |
|
|
2018
Q3 | $223K | Hold |
1,477
| – | – | 0.07% | 103 |
|
|
2018
Q2 | $206K | Hold |
1,477
| – | – | 0.06% | 113 |
|
|
2018
Q1 | $227K | Sell |
1,477
-219
| -13% | -$33.7K | 0.07% | 111 |
|
|
2017
Q4 | $260K | Sell |
1,696
-538
| -24% | -$82.5K | 0.07% | 105 |
|
|
2017
Q3 | $324K | Sell |
2,234
-1,832
| -45% | -$266K | 0.1% | 84 |
|
|
2017
Q2 | $625K | Sell |
4,066
-1,082
| -21% | -$166K | 0.2% | 53 |
|
|
2017
Q1 | $896K | Sell |
5,148
-941
| -15% | -$164K | 0.31% | 44 |
|
|
2016
Q4 | $1.01M | Buy |
+6,089
| New | +$1.01M | 0.35% | 42 |
|
|
2014
Q3 | – | Sell |
-1,169
| Closed | -$212K | – | 83 |
|
|
2014
Q2 | $212K | Sell |
1,169
-146
| -11% | -$26.5K | 0.18% | 69 |
|
|
2014
Q1 | $259K | Sell |
1,315
-129
| -9% | -$25.4K | 0.2% | 60 |
|
|
2013
Q4 | $271K | Buy |
+1,444
| New | +$271K | 0.28% | 49 |
|