Great Lakes 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 | $14.5M | Buy |
49,208
+445
| +0.9% | +$131K | 0.12% | 149 |
|
2025
Q1 | $12.1M | Sell |
48,763
-190
| -0.4% | -$47.2K | 0.11% | 168 |
|
2024
Q4 | $10.8M | Sell |
48,953
-7,053
| -13% | -$1.55M | 0.09% | 190 |
|
2024
Q3 | $12.4M | Buy |
56,006
+6,410
| +13% | +$1.42M | 0.1% | 178 |
|
2024
Q2 | $8.58M | Buy |
49,596
+2,750
| +6% | +$476K | 0.08% | 217 |
|
2024
Q1 | $8.95M | Buy |
46,846
+8,669
| +23% | +$1.66M | 0.08% | 225 |
|
2023
Q4 | $6.24M | Buy |
38,177
+18,762
| +97% | +$3.07M | 0.06% | 269 |
|
2023
Q3 | $2.72M | Sell |
19,415
-1,144
| -6% | -$161K | 0.02% | 422 |
|
2023
Q2 | $2.75M | Sell |
20,559
-40,701
| -66% | -$5.45M | 0.03% | 420 |
|
2023
Q1 | $8.03M | Buy |
61,260
+43,016
| +236% | +$5.64M | 0.07% | 258 |
|
2022
Q4 | $2.57M | Buy |
18,244
+3,473
| +24% | +$489K | 0.15% | 240 |
|
2022
Q3 | $1.76M | Buy |
14,771
+10,927
| +284% | +$1.3M | 0.04% | 365 |
|
2022
Q2 | $543K | Sell |
3,844
-9,807
| -72% | -$1.39M | 0.01% | 496 |
|
2022
Q1 | $1.78M | Sell |
13,651
-296
| -2% | -$38.5K | 0.03% | 394 |
|
2021
Q4 | $1.86M | Sell |
13,947
-4,559
| -25% | -$609K | 0.03% | 395 |
|
2021
Q3 | $2.46M | Sell |
18,506
-129,964
| -88% | -$17.3M | 0.04% | 350 |
|
2021
Q2 | $20.8M | Buy |
148,470
+130,802
| +740% | +$18.3M | 0.31% | 100 |
|
2021
Q1 | $2.25M | Buy |
17,668
+3,275
| +23% | +$417K | 0.04% | 367 |
|
2020
Q4 | $1.73M | Sell |
14,393
-497
| -3% | -$59.8K | 0.03% | 373 |
|
2020
Q3 | $1.73M | Buy |
14,890
+461
| +3% | +$53.6K | 0.04% | 359 |
|
2020
Q2 | $1.67M | Buy |
14,429
+299
| +2% | +$34.5K | 0.04% | 356 |
|
2020
Q1 | $1.5M | Sell |
14,130
-1,592
| -10% | -$169K | 0.04% | 333 |
|
2019
Q4 | $2.01M | Buy |
15,722
+2,316
| +17% | +$297K | 0.04% | 340 |
|
2019
Q3 | $1.86M | Buy |
13,406
+825
| +7% | +$115K | 0.04% | 348 |
|
2019
Q2 | $1.66M | Sell |
12,581
-106
| -0.8% | -$14K | 0.04% | 364 |
|
2019
Q1 | $1.71M | Sell |
12,687
-289
| -2% | -$39K | 0.04% | 352 |
|
2018
Q4 | $1.41M | Sell |
12,976
-610
| -4% | -$66.3K | 0.03% | 360 |
|
2018
Q3 | $1.96M | Buy |
13,586
+49
| +0.4% | +$7.08K | 0.04% | 322 |
|
2018
Q2 | $1.81M | Sell |
13,537
-295
| -2% | -$39.4K | 0.04% | 331 |
|
2018
Q1 | $2.03M | Sell |
13,832
-16,564
| -54% | -$2.43M | 0.05% | 313 |
|
2017
Q4 | $4.46M | Sell |
30,396
-9,304
| -23% | -$1.36M | 0.1% | 182 |
|
2017
Q3 | $5.51M | Sell |
39,700
-2,097
| -5% | -$291K | 0.13% | 146 |
|
2017
Q2 | $6.15M | Sell |
41,797
-558
| -1% | -$82.1K | 0.15% | 124 |
|
2017
Q1 | $7.05M | Buy |
42,355
+8,380
| +25% | +$1.4M | 0.18% | 89 |
|
2016
Q4 | $5.39M | Sell |
33,975
-7,796
| -19% | -$1.24M | 0.14% | 123 |
|
2016
Q3 | $6.34M | Buy |
41,771
+9,576
| +30% | +$1.45M | 0.17% | 93 |
|
2016
Q2 | $4.67M | Buy |
32,195
+4,656
| +17% | +$676K | 0.13% | 147 |
|
2016
Q1 | $3.99M | Buy |
27,539
+4,464
| +19% | +$646K | 0.11% | 177 |
|
2015
Q4 | $3.04M | Sell |
23,075
-2,598
| -10% | -$342K | 0.09% | 195 |
|
2015
Q3 | $3.56M | Sell |
25,673
-11,171
| -30% | -$1.55M | 0.11% | 158 |
|
2015
Q2 | $5.73M | Sell |
36,844
-3,924
| -10% | -$610K | 0.17% | 97 |
|
2015
Q1 | $6.26M | Sell |
40,768
-779
| -2% | -$120K | 0.19% | 90 |
|
2014
Q4 | $6.37M | Buy |
41,547
+1,708
| +4% | +$262K | 0.2% | 87 |
|
2014
Q3 | $7.23M | Sell |
39,839
-3,538
| -8% | -$642K | 0.24% | 74 |
|
2014
Q2 | $7.52M | Sell |
43,377
-2,374
| -5% | -$411K | 0.31% | 56 |
|
2014
Q1 | $8.42M | Sell |
45,751
-1,427
| -3% | -$263K | 0.37% | 55 |
|
2013
Q4 | $8.46M | Sell |
47,178
-27,064
| -36% | -$4.85M | 0.38% | 54 |
|
2013
Q3 | $13.1M | Buy |
74,242
+2,764
| +4% | +$489K | 0.59% | 51 |
|
2013
Q2 | $13.1M | Buy |
+71,478
| New | +$13.1M | 0.61% | 49 |
|