Gradient Investments’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
2,492
+572
| +30% | +$169K | 0.01% | 256 |
|
|
2025
Q1 | $477K | Buy |
1,920
+29
| +2% | +$7.21K | 0.01% | 250 |
|
|
2024
Q4 | $416K | Sell |
1,891
-32
| -2% | -$7.04K | 0.01% | 245 |
|
|
2024
Q3 | $425K | Sell |
1,923
-622
| -24% | -$138K | 0.01% | 244 |
|
|
2024
Q2 | $440K | Buy |
2,545
+867
| +52% | +$150K | 0.01% | 252 |
|
|
2024
Q1 | $320K | Sell |
1,678
-1,748
| -51% | -$334K | 0.01% | 253 |
|
|
2023
Q4 | $560K | Sell |
3,426
-299
| -8% | -$48.9K | 0.01% | 233 |
|
|
2023
Q3 | $523K | Sell |
3,725
-61
| -2% | -$8.56K | 0.01% | 221 |
|
|
2023
Q2 | $507K | Sell |
3,786
-190
| -5% | -$25.4K | 0.01% | 227 |
|
|
2023
Q1 | $521K | Buy |
3,976
+607
| +18% | +$79.6K | 0.01% | 217 |
|
|
2022
Q4 | $475K | Sell |
3,369
-116
| -3% | -$16.3K | 0.02% | 230 |
|
|
2022
Q3 | $414K | Sell |
3,485
-80
| -2% | -$9.5K | 0.01% | 230 |
|
|
2022
Q2 | $503K | Buy |
3,565
+256
| +8% | +$36.1K | 0.01% | 214 |
|
|
2022
Q1 | $430K | Buy |
3,309
+627
| +23% | +$81.5K | 0.01% | 235 |
|
|
2021
Q4 | $358K | Sell |
2,682
-306
| -10% | -$40.8K | 0.01% | 242 |
|
|
2021
Q3 | $397K | Sell |
2,988
-30
| -1% | -$3.99K | 0.01% | 237 |
|
|
2021
Q2 | $423K | Sell |
3,018
-115
| -4% | -$16.1K | 0.01% | 231 |
|
|
2021
Q1 | $399K | Sell |
3,133
-772
| -20% | -$98.3K | 0.01% | 239 |
|
|
2020
Q4 | $454K | Hold |
3,905
| – | – | 0.02% | 205 |
|
|
2020
Q3 | $454K | Buy |
3,905
+188
| +5% | +$21.9K | 0.02% | 208 |
|
|
2020
Q2 | $429K | Buy |
3,717
+1,634
| +78% | +$189K | 0.02% | 202 |
|
|
2020
Q1 | $221K | Buy |
2,083
+3
| +0.1% | +$318 | 0.01% | 227 |
|
|
2019
Q4 | $267K | Sell |
2,080
-56
| -3% | -$7.19K | 0.01% | 240 |
|
|
2019
Q3 | $297K | Sell |
2,136
-93
| -4% | -$12.9K | 0.01% | 238 |
|
|
2019
Q2 | $294K | Sell |
2,229
-384
| -15% | -$50.6K | 0.02% | 243 |
|
|
2019
Q1 | $352K | Buy |
2,613
+23
| +0.9% | +$3.1K | 0.02% | 204 |
|
|
2018
Q4 | $281K | Sell |
2,590
-755
| -23% | -$81.9K | 0.02% | 208 |
|
|
2018
Q3 | $484K | Sell |
3,345
-59,673
| -95% | -$8.63M | 0.02% | 197 |
|
|
2018
Q2 | $8.42M | Buy |
63,018
+3,425
| +6% | +$457K | 0.45% | 61 |
|
|
2018
Q1 | $8.74M | Buy |
59,593
+4,324
| +8% | +$634K | 0.47% | 41 |
|
|
2017
Q4 | $8.11M | Buy |
55,269
+3,295
| +6% | +$483K | 0.47% | 48 |
|
|
2017
Q3 | $7.21M | Buy |
51,974
+49,124
| +1,724% | +$6.81M | 0.46% | 53 |
|
|
2017
Q2 | $419K | Sell |
2,850
-152
| -5% | -$22.3K | 0.03% | 173 |
|
|
2017
Q1 | $500K | Buy |
3,002
+21
| +0.7% | +$3.5K | 0.04% | 131 |
|
|
2016
Q4 | $473K | Buy |
2,981
+137
| +5% | +$21.7K | 0.04% | 128 |
|
|
2016
Q3 | $432K | Buy |
2,844
+833
| +41% | +$127K | 0.04% | 128 |
|
|
2016
Q2 | $292K | Buy |
2,011
+167
| +9% | +$24.2K | 0.03% | 158 |
|
|
2016
Q1 | $267K | Sell |
1,844
-427
| -19% | -$61.8K | 0.03% | 157 |
|
|
2015
Q4 | $299K | Sell |
2,271
-21,492
| -90% | -$2.83M | 0.04% | 157 |
|
|
2015
Q3 | $3.29M | Sell |
23,763
-246
| -1% | -$34.1K | 0.47% | 53 |
|
|
2015
Q2 | $3.73M | Buy |
24,009
+22,011
| +1,102% | +$3.42M | 0.51% | 48 |
|
|
2015
Q1 | $307K | Buy |
1,998
+1,082
| +118% | +$166K | 0.05% | 156 |
|
|
2014
Q4 | $141K | Hold |
916
| – | – | 0.02% | 171 |
|
|
2014
Q3 | $166K | Hold |
916
| – | – | 0.03% | 162 |
|
|
2014
Q2 | $159K | Buy |
916
+125
| +16% | +$21.7K | 0.03% | 165 |
|
|
2014
Q1 | $146K | Sell |
791
-137
| -15% | -$25.3K | 0.03% | 163 |
|
|
2013
Q4 | $166K | Buy |
928
+182
| +24% | +$32.6K | 0.04% | 168 |
|
|
2013
Q3 | $132K | Sell |
746
-2
| -0.3% | -$354 | 0.04% | 145 |
|
|
2013
Q2 | $137K | Buy |
+748
| New | +$137K | 0.05% | 117 |
|