HHGA
Halbert Hargrove Global Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$2.46K | – | 469 |
|
|
2025
Q1 | $2.46K | Buy |
10
+9
| +900% | +$2.21K | ﹤0.01% | 372 |
|
|
2024
Q4 | $114 | Buy |
+1
| New | +$114 | ﹤0.01% | 283 |
|
|
2022
Q4 | – | Sell |
-1,886
| Closed | -$224K | – | 160 |
|
|
2022
Q3 | $224K | Buy |
1,886
+124
| +7% | +$14.7K | 0.02% | 129 |
|
|
2022
Q2 | $249K | Buy |
+1,762
| New | +$249K | 0.02% | 123 |
|
|
2022
Q1 | – | Sell |
-1,552
| Closed | -$207K | – | 163 |
|
|
2021
Q4 | $207K | Buy |
1,552
+98
| +7% | +$13.1K | 0.01% | 152 |
|
|
2021
Q3 | $202K | Sell |
1,454
-24
| -2% | -$3.33K | 0.01% | 144 |
|
|
2021
Q2 | $217K | Buy |
+1,478
| New | +$217K | 0.01% | 136 |
|
|
2020
Q1 | – | Sell |
-1,641
| Closed | -$220K | – | 83 |
|
|
2019
Q4 | $220K | Sell |
1,641
-203
| -11% | -$27.2K | 0.06% | 68 |
|
|
2019
Q3 | $268K | Sell |
1,844
-53
| -3% | -$7.7K | 0.07% | 58 |
|
|
2019
Q2 | $262K | Buy |
+1,897
| New | +$262K | 0.07% | 56 |
|
|
2019
Q1 | – | Sell |
-1,771
| Closed | -$201K | – | 49 |
|
|
2018
Q4 | $201K | Buy |
1,771
+23
| +1% | +$2.61K | 0.05% | 72 |
|
|
2018
Q3 | $264K | Buy |
+1,748
| New | +$264K | 0.07% | 58 |
|
|
2017
Q3 | – | Sell |
-1,696
| Closed | -$261K | – | 69 |
|
|
2017
Q2 | $261K | Sell |
1,696
-101
| -6% | -$15.5K | 0.07% | 58 |
|
|
2017
Q1 | $313K | Sell |
1,797
-112
| -6% | -$19.5K | 0.08% | 54 |
|
|
2016
Q4 | $317K | Buy |
1,909
+32
| +2% | +$5.31K | 0.09% | 45 |
|
|
2016
Q3 | $298K | Sell |
1,877
-282
| -13% | -$44.8K | 0.08% | 48 |
|
|
2016
Q2 | $328K | Buy |
2,159
+363
| +20% | +$55.1K | 0.09% | 47 |
|
|
2016
Q1 | $272K | Sell |
1,796
-202
| -10% | -$30.6K | 0.1% | 53 |
|
|
2015
Q4 | $275K | Sell |
1,998
-225
| -10% | -$31K | 0.12% | 70 |
|
|
2015
Q3 | $322K | Sell |
2,223
-687
| -24% | -$99.5K | 0.16% | 51 |
|
|
2015
Q2 | $473K | Sell |
2,910
-56
| -2% | -$9.1K | 0.12% | 89 |
|
|
2015
Q1 | $476K | Buy |
2,966
+1,604
| +118% | +$257K | 0.15% | 98 |
|
|
2014
Q4 | $219K | Sell |
1,362
-114
| -8% | -$18.3K | 0.11% | 126 |
|
|
2014
Q3 | $280K | Buy |
1,476
+17
| +1% | +$3.23K | 0.08% | 102 |
|
|
2014
Q2 | $265K | Sell |
1,459
-95
| -6% | -$17.3K | 0.08% | 93 |
|
|
2014
Q1 | $299K | Sell |
1,554
-54
| -3% | -$10.4K | 0.09% | 84 |
|
|
2013
Q4 | $302K | Sell |
1,608
-24
| -1% | -$4.51K | 0.09% | 90 |
|
|
2013
Q3 | $302K | Sell |
1,632
-1,090
| -40% | -$202K | 0.1% | 83 |
|
|
2013
Q2 | $520K | Buy |
+2,722
| New | +$520K | 0.19% | 43 |
|