Harel Insurance Investments & Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-182
| Closed | -$45K | – | 462 |
|
|
2025
Q1 | $45K | Buy |
+182
| New | +$45K | ﹤0.01% | 373 |
|
|
2024
Q2 | – | Sell |
-1,662
| Closed | -$317K | – | 559 |
|
|
2024
Q1 | $317K | Sell |
1,662
-9,338
| -85% | -$1.78M | 0.01% | 203 |
|
|
2023
Q4 | $1.8M | Hold |
11,000
| – | – | 0.03% | 140 |
|
|
2023
Q3 | $1.54M | Buy |
11,000
+10,750
| +4,300% | +$1.51M | 0.03% | 140 |
|
|
2023
Q2 | $34K | Buy |
+250
| New | +$34K | ﹤0.01% | 522 |
|
|
2022
Q1 | – | Sell |
-4,555
| Closed | -$609K | – | 757 |
|
|
2021
Q4 | $609K | Buy |
+4,555
| New | +$609K | 0.01% | 241 |
|
|
2021
Q3 | – | Sell |
-3,333
| Closed | -$1.52M | – | 734 |
|
|
2021
Q2 | $1.52M | Buy |
3,333
+238
| +8% | +$109K | 0.03% | 253 |
|
|
2021
Q1 | $1.32M | Buy |
3,095
+329
| +12% | +$140K | 0.02% | 310 |
|
|
2020
Q4 | $1.07M | Sell |
2,766
-1,685
| -38% | -$652K | 0.03% | 274 |
|
|
2020
Q3 | $518K | Buy |
4,451
+2,359
| +113% | +$275K | 0.02% | 194 |
|
|
2020
Q2 | $242K | Sell |
2,092
-2,097
| -50% | -$243K | 0.01% | 226 |
|
|
2020
Q1 | $444K | Buy |
4,189
+1,001
| +31% | +$106K | 0.02% | 107 |
|
|
2019
Q4 | $409K | Sell |
3,188
-6,205
| -66% | -$796K | 0.02% | 144 |
|
|
2019
Q3 | $1.31M | Buy |
9,393
+6,987
| +290% | +$971K | 0.08% | 62 |
|
|
2019
Q2 | $317K | Buy |
2,406
+1,778
| +283% | +$234K | 0.02% | 156 |
|
|
2019
Q1 | $85K | Buy |
+628
| New | +$85K | 0.01% | 209 |
|
|
2018
Q1 | – | Sell |
-1,569
| Closed | -$230K | – | 468 |
|
|
2017
Q4 | $230K | Buy |
1,569
+1,207
| +333% | +$177K | 0.01% | 199 |
|
|
2017
Q3 | $50K | Hold |
362
| – | – | ﹤0.01% | 290 |
|
|
2017
Q2 | $53K | Hold |
362
| – | – | ﹤0.01% | 290 |
|
|
2017
Q1 | $59K | Buy |
+362
| New | +$59K | 0.01% | 254 |
|
|
2016
Q3 | – | Sell |
-1,089
| Closed | -$158K | – | 569 |
|
|
2016
Q2 | $158K | Buy |
+1,089
| New | +$158K | 0.02% | 188 |
|