Harbor Advisory Corp’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$895K	Hold	3,036	–	–	0.29%	55
2025 Q1	$755K	Hold	3,036	–	–	0.25%	63
2024 Q4	$667K	Hold	3,036	–	–	0.22%	66
2024 Q3	$671K	Hold	3,036	–	–	0.22%	65
2024 Q2	$525K	Hold	3,036	–	–	0.18%	66
2024 Q1	$580K	Hold	3,036	–	–	0.2%	65
2023 Q4	$497K	Hold	3,036	–	–	0.18%	66
2023 Q3	$426K	Sell	3,036 -54	-2%	-$7.58K	0.15%	72
2023 Q2	$413K	Buy	3,090 +820	+36%	+$110K	0.15%	69
2023 Q1	$298K	Hold	2,270	–	–	0.11%	74
2022 Q4	$320K	Hold	2,270	–	–	0.13%	71
2022 Q3	$270K	Sell	2,270 -333	-13%	-$39.6K	0.12%	68
2022 Q2	$368K	Buy	2,603 +549	+27%	+$77.6K	0.16%	66
2022 Q1	$267K	Sell	2,054 -600	-23%	-$78K	0.11%	71
2021 Q4	$355K	Sell	2,654 -1,953	-42%	-$261K	0.14%	65
2021 Q3	$612K	Buy	4,607 +1,946	+73%	+$259K	0.27%	57
2021 Q2	$373K	Hold	2,661	–	–	0.17%	65
2021 Q1	$339K	Buy	2,661 +579	+28%	+$73.8K	0.13%	85
2020 Q4	$251K	Buy	2,082 +57	+3%	+$6.87K	0.13%	82
2020 Q3	$236K	Hold	2,025	–	–	0.23%	32
2020 Q2	$234K	Sell	2,025 -44	-2%	-$5.08K	0.24%	34
2020 Q1	$219K	Sell	2,069 -784	-27%	-$83K	0.23%	34
2019 Q4	$366K	Sell	2,853 -65	-2%	-$8.34K	0.3%	35
2019 Q3	$406K	Hold	2,918	–	–	0.35%	35
2019 Q2	$385K	Hold	2,918	–	–	0.34%	35
2019 Q1	$394K	Sell	2,918 -721	-20%	-$97.4K	0.35%	35
2018 Q4	$395K	Sell	3,639 -523	-13%	-$56.8K	0.39%	35
2018 Q3	$602K	Hold	4,162	–	–	0.52%	32
2018 Q2	$556K	Hold	4,162	–	–	0.5%	33
2018 Q1	$610K	Sell	4,162 -52	-1%	-$7.62K	0.56%	30
2017 Q4	$618K	Buy	+4,214	New	+$618K	0.59%	31