Halbert Hargrove Global Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $196K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.46K | Buy |
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|
2024
Q4 | $114 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $262K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $201K | Buy |
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|
2018
Q3 | $264K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $261K | Sell |
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|
2017
Q1 | $313K | Sell |
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|
2016
Q4 | $317K | Buy |
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|
2016
Q3 | $298K | Sell |
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|
2016
Q2 | $328K | Buy |
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|
2016
Q1 | $272K | Sell |
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|
2015
Q4 | $275K | Sell |
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|
2015
Q3 | $322K | Sell |
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|
2015
Q2 | $473K | Sell |
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|
2015
Q1 | $476K | Buy |
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|
2014
Q4 | $219K | Sell |
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|
2014
Q3 | $280K | Buy |
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|
2014
Q2 | $265K | Sell |
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|
2014
Q1 | $299K | Sell |
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|
2013
Q4 | $302K | Sell |
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|
2013
Q3 | $302K | Sell |
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|
2013
Q2 | $520K | Buy |
|