HIA
Harbor Investment Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
6,300
+271
| +4% | +$79.9K | 0.17% | 107 |
|
|
2025
Q1 | $1.5M | Buy |
6,029
+318
| +6% | +$79.1K | 0.15% | 115 |
|
|
2024
Q4 | $1.26M | Sell |
5,711
-147
| -3% | -$32.3K | 0.12% | 129 |
|
|
2024
Q3 | $1.3M | Sell |
5,858
-155
| -3% | -$34.3K | 0.13% | 132 |
|
|
2024
Q2 | $1.04M | Sell |
6,013
-193
| -3% | -$33.4K | 0.11% | 140 |
|
|
2024
Q1 | $1.19M | Buy |
6,206
+293
| +5% | +$56K | 0.12% | 133 |
|
|
2023
Q4 | $967K | Buy |
5,913
+2
| +0% | +$327 | 0.11% | 144 |
|
|
2023
Q3 | $829K | Sell |
5,911
-597
| -9% | -$83.8K | 0.11% | 153 |
|
|
2023
Q2 | $871K | Buy |
6,508
+49
| +0.8% | +$6.56K | 0.12% | 153 |
|
|
2023
Q1 | $847K | Buy |
6,459
+263
| +4% | +$34.5K | 0.13% | 153 |
|
|
2022
Q4 | $873K | Sell |
6,196
-317
| -5% | -$44.7K | 0.14% | 145 |
|
|
2022
Q3 | $774K | Buy |
6,513
+97
| +2% | +$11.5K | 0.13% | 144 |
|
|
2022
Q2 | $906K | Buy |
6,416
+50
| +0.8% | +$7.06K | 0.15% | 127 |
|
|
2022
Q1 | $828K | Sell |
6,366
-119
| -2% | -$15.5K | 0.11% | 157 |
|
|
2021
Q4 | $867K | Buy |
6,485
+441
| +7% | +$59K | 0.11% | 155 |
|
|
2021
Q3 | $840K | Hold |
6,044
| – | – | 0.11% | 154 |
|
|
2021
Q2 | $886K | Buy |
6,044
+356
| +6% | +$52.2K | 0.12% | 148 |
|
|
2021
Q1 | $758K | Sell |
5,688
-142
| -2% | -$18.9K | 0.11% | 152 |
|
|
2020
Q4 | $734K | Sell |
5,830
-173
| -3% | -$21.8K | 0.12% | 147 |
|
|
2020
Q3 | $730K | Buy |
6,003
+699
| +13% | +$85K | 0.14% | 126 |
|
|
2020
Q2 | $641K | Buy |
5,304
+48
| +0.9% | +$5.8K | 0.14% | 127 |
|
|
2020
Q1 | $583K | Sell |
5,256
-220
| -4% | -$24.4K | 0.16% | 117 |
|
|
2019
Q4 | $734K | Buy |
+5,476
| New | +$734K | 0.17% | 119 |
|