GIM
Guardian Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,200
-300
| -20% | -$88.4K | 0.36% | 46 |
|
|
2025
Q1 | $373K | Sell |
1,500
-900
| -38% | -$224K | 0.31% | 49 |
|
|
2024
Q4 | $528K | Sell |
2,400
-375
| -14% | -$82.4K | 0.38% | 47 |
|
|
2024
Q3 | $613K | Hold |
2,775
| – | – | 0.53% | 44 |
|
|
2024
Q2 | $480K | Sell |
2,775
-300
| -10% | -$51.9K | 0.34% | 51 |
|
|
2024
Q1 | $587K | Hold |
3,075
| – | – | 0.47% | 49 |
|
|
2023
Q4 | $503K | Hold |
3,075
| – | – | 0.42% | 48 |
|
|
2023
Q3 | $431K | Hold |
3,075
| – | – | 0.39% | 49 |
|
|
2023
Q2 | $411K | Sell |
3,075
-6,925
| -69% | -$927K | 0.35% | 54 |
|
|
2023
Q1 | $1.33M | Buy |
10,000
+5,225
| +109% | +$696K | 1% | 37 |
|
|
2022
Q4 | $673K | Sell |
4,775
-200
| -4% | -$28.2K | 0.64% | 40 |
|
|
2022
Q3 | $591K | Sell |
4,975
-5,025
| -50% | -$597K | 0.6% | 41 |
|
|
2022
Q2 | $1.41M | Hold |
10,000
| – | – | 1.23% | 33 |
|
|
2022
Q1 | $1.3M | Sell |
10,000
-373
| -4% | -$48.5K | 1.01% | 38 |
|
|
2021
Q4 | $1.39M | Hold |
10,373
| – | – | 0.96% | 36 |
|
|
2021
Q3 | $1.44M | Hold |
10,373
| – | – | 1.06% | 34 |
|
|
2021
Q2 | $1.52M | Buy |
10,373
+373
| +4% | +$54.7K | 1.04% | 33 |
|
|
2021
Q1 | $1.33M | Sell |
10,000
-192
| -2% | -$25.6K | 0.95% | 36 |
|
|
2020
Q4 | $1.28M | Sell |
10,192
-2
| -0% | -$252 | 0.97% | 36 |
|
|
2020
Q3 | $1.24M | Hold |
10,194
| – | – | 1.08% | 33 |
|
|
2020
Q2 | $1.23M | Sell |
10,194
-291
| -3% | -$35.1K | 1.12% | 33 |
|
|
2020
Q1 | $1.16M | Sell |
10,485
-792
| -7% | -$87.8K | 1.19% | 32 |
|
|
2019
Q4 | $1.51M | Sell |
11,277
-192
| -2% | -$25.7K | 1.2% | 31 |
|
|
2019
Q3 | $1.67M | Buy |
+11,469
| New | +$1.67M | 1.48% | 25 |
|