GCA
Gradient Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
1,948
+47
| +2% | +$13.9K | 0.17% | 94 |
|
|
2025
Q1 | $473K | Buy |
1,901
+4
| +0.2% | +$994 | 0.15% | 98 |
|
|
2024
Q4 | $417K | Buy |
1,897
+70
| +4% | +$15.4K | 0.13% | 101 |
|
|
2024
Q3 | $404K | Buy |
1,827
+4
| +0.2% | +$884 | 0.13% | 102 |
|
|
2024
Q2 | $315K | Buy |
1,823
+5
| +0.3% | +$865 | 0.11% | 115 |
|
|
2024
Q1 | $347K | Sell |
1,818
-6
| -0.3% | -$1.15K | 0.13% | 114 |
|
|
2023
Q4 | $298K | Buy |
1,824
+41
| +2% | +$6.71K | 0.11% | 122 |
|
|
2023
Q3 | $250K | Buy |
1,783
+5
| +0.3% | +$702 | 0.1% | 128 |
|
|
2023
Q2 | $238K | Buy |
1,778
+6
| +0.3% | +$803 | 0.1% | 131 |
|
|
2023
Q1 | $232K | Buy |
1,772
+5
| +0.3% | +$656 | 0.1% | 128 |
|
|
2022
Q4 | $249K | Buy |
1,767
+4
| +0.2% | +$564 | 0.11% | 123 |
|
|
2022
Q3 | $210K | Buy |
1,763
+4
| +0.2% | +$476 | 0.1% | 120 |
|
|
2022
Q2 | $248K | Buy |
1,759
+5
| +0.3% | +$705 | 0.12% | 102 |
|
|
2022
Q1 | $228K | Sell |
1,754
-78
| -4% | -$10.1K | 0.1% | 111 |
|
|
2021
Q4 | $245K | Sell |
1,832
-360
| -16% | -$48.1K | 0.1% | 109 |
|
|
2021
Q3 | $305K | Buy |
2,192
+77
| +4% | +$10.7K | 0.14% | 94 |
|
|
2021
Q2 | $310K | Buy |
2,115
+4
| +0.2% | +$586 | 0.15% | 95 |
|
|
2021
Q1 | $281K | Sell |
2,111
-157
| -7% | -$20.9K | 0.15% | 96 |
|
|
2020
Q4 | $285K | Sell |
2,268
-875
| -28% | -$110K | 0.16% | 88 |
|
|
2020
Q3 | $382K | Sell |
3,143
-114
| -4% | -$13.9K | 0.24% | 73 |
|
|
2020
Q2 | $393K | Buy |
3,257
+243
| +8% | +$29.3K | 0.27% | 72 |
|
|
2020
Q1 | $334K | Buy |
+3,014
| New | +$334K | 0.27% | 71 |
|