GF
Gries Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,526
+259
| +8% | +$76.3K | 0.19% | 120 |
|
|
2025
Q1 | $812K | Sell |
3,267
-523
| -14% | -$130K | 0.16% | 127 |
|
|
2024
Q4 | $833K | Sell |
3,790
-55
| -1% | -$12.1K | 0.15% | 134 |
|
|
2024
Q3 | $850K | Buy |
3,845
+483
| +14% | +$107K | 0.16% | 137 |
|
|
2024
Q2 | $581K | Sell |
3,362
-17,287
| -84% | -$2.99M | 0.12% | 138 |
|
|
2024
Q1 | $3.94M | Sell |
20,649
-42
| -0.2% | -$8.02K | 0.66% | 31 |
|
|
2023
Q4 | $3.38M | Buy |
20,691
+336
| +2% | +$55K | 0.74% | 22 |
|
|
2023
Q3 | $2.86M | Sell |
20,355
-960
| -5% | -$135K | 0.77% | 26 |
|
|
2023
Q2 | $2.85M | Buy |
21,315
+114
| +0.5% | +$15.3K | 0.79% | 24 |
|
|
2023
Q1 | $2.78M | Sell |
21,201
-2,188
| -9% | -$287K | 0.82% | 26 |
|
|
2022
Q4 | $3.3M | Buy |
23,389
+6,838
| +41% | +$963K | 1.09% | 19 |
|
|
2022
Q3 | $1.97M | Buy |
16,551
+571
| +4% | +$67.8K | 0.83% | 27 |
|
|
2022
Q2 | $2.26M | Buy |
15,980
+145
| +0.9% | +$20.5K | 1.07% | 23 |
|
|
2022
Q1 | $2.06M | Buy |
15,835
+4,392
| +38% | +$571K | 0.76% | 34 |
|
|
2021
Q4 | $1.53M | Buy |
11,443
+8,065
| +239% | +$1.08M | 0.62% | 41 |
|
|
2021
Q3 | $469K | Buy |
3,378
+713
| +27% | +$99K | 0.15% | 111 |
|
|
2021
Q2 | $380K | Hold |
2,665
| – | – | 0.12% | 121 |
|
|
2021
Q1 | $384K | Buy |
+2,665
| New | +$384K | 0.12% | 126 |
|