HIC
Harvey Investment Company’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $850K | Hold |
2,882
| – | – | 0.09% | 70 |
|
2025
Q1 | $717K | Hold |
2,882
| – | – | 0.08% | 71 |
|
2024
Q4 | $634K | Hold |
2,882
| – | – | 0.07% | 73 |
|
2024
Q3 | $637K | Hold |
2,882
| – | – | 0.07% | 72 |
|
2024
Q2 | $498K | Hold |
2,882
| – | – | 0.06% | 78 |
|
2024
Q1 | $550K | Sell |
2,882
-50
| -2% | -$9.54K | 0.06% | 77 |
|
2023
Q4 | $480K | Hold |
2,932
| – | – | 0.06% | 78 |
|
2023
Q3 | $411K | Hold |
2,932
| – | – | 0.05% | 78 |
|
2023
Q2 | $392K | Hold |
2,932
| – | – | 0.05% | 78 |
|
2023
Q1 | $384K | Hold |
2,932
| – | – | 0.05% | 79 |
|
2022
Q4 | $413K | Hold |
2,932
| – | – | 0.05% | 78 |
|
2022
Q3 | $348K | Sell |
2,932
-200
| -6% | -$23.7K | 0.05% | 80 |
|
2022
Q2 | $442K | Hold |
3,132
| – | – | 0.06% | 75 |
|
2022
Q1 | $407K | Hold |
3,132
| – | – | 0.05% | 79 |
|
2021
Q4 | $419K | Hold |
3,132
| – | – | 0.05% | 78 |
|
2021
Q3 | $435K | Sell |
3,132
-275
| -8% | -$38.2K | 0.06% | 77 |
|
2021
Q2 | $499K | Sell |
3,407
-980
| -22% | -$144K | 0.07% | 75 |
|
2021
Q1 | $585K | Sell |
4,387
-290
| -6% | -$38.7K | 0.08% | 70 |
|
2020
Q4 | $589K | Hold |
4,677
| – | – | 0.08% | 69 |
|
2020
Q3 | $569K | Hold |
4,677
| – | – | 0.09% | 68 |
|
2020
Q2 | $565K | Sell |
4,677
-70
| -1% | -$8.46K | 0.1% | 69 |
|
2020
Q1 | $527K | Hold |
4,747
| – | – | 0.1% | 69 |
|
2019
Q4 | $636K | Hold |
4,747
| – | – | 0.1% | 64 |
|
2019
Q3 | $690K | Hold |
4,747
| – | – | 0.11% | 63 |
|
2019
Q2 | $655K | Hold |
4,747
| – | – | 0.11% | 61 |
|
2019
Q1 | $670K | Sell |
4,747
-320
| -6% | -$45.2K | 0.12% | 58 |
|
2018
Q4 | $576K | Buy |
5,067
+800
| +19% | +$90.9K | 0.11% | 61 |
|
2018
Q3 | $645K | Hold |
4,267
| – | – | 0.11% | 62 |
|
2018
Q2 | $596K | Hold |
4,267
| – | – | 0.11% | 63 |
|
2018
Q1 | $655K | Sell |
4,267
-285
| -6% | -$43.7K | 0.12% | 61 |
|
2017
Q4 | $698K | Hold |
4,552
| – | – | 0.13% | 61 |
|
2017
Q3 | $660K | Sell |
4,552
-1,200
| -21% | -$174K | 0.13% | 59 |
|
2017
Q2 | $885K | Hold |
5,752
| – | – | 0.18% | 55 |
|
2017
Q1 | $1M | Sell |
5,752
-120
| -2% | -$20.9K | 0.21% | 55 |
|
2016
Q4 | $975K | Hold |
5,872
| – | – | 0.21% | 56 |
|
2016
Q3 | $933K | Hold |
5,872
| – | – | 0.2% | 56 |
|
2016
Q2 | $891K | Hold |
5,872
| – | – | 0.19% | 56 |
|
2016
Q1 | $889K | Sell |
5,872
-75
| -1% | -$11.4K | 0.2% | 56 |
|
2015
Q4 | $818K | Sell |
5,947
-24
| -0.4% | -$3.3K | 0.19% | 58 |
|
2015
Q3 | $866K | Sell |
5,971
-726
| -11% | -$105K | 0.21% | 58 |
|
2015
Q2 | $1.09M | Sell |
6,697
-100
| -1% | -$16.3K | 0.25% | 55 |
|
2015
Q1 | $1.09M | Sell |
6,797
-260
| -4% | -$41.7K | 0.26% | 54 |
|
2014
Q4 | $1.13M | Hold |
7,057
| – | – | 0.26% | 51 |
|
2014
Q3 | $1.34M | Buy |
7,057
+150
| +2% | +$28.5K | 0.34% | 49 |
|
2014
Q2 | $1.25M | Buy |
6,907
+630
| +10% | +$114K | 0.31% | 50 |
|
2014
Q1 | $1.21M | Buy |
6,277
+275
| +5% | +$52.9K | 0.31% | 49 |
|
2013
Q4 | $1.13M | Hold |
6,002
| – | – | 0.3% | 51 |
|
2013
Q3 | $1.11M | Hold |
6,002
| – | – | 0.31% | 50 |
|
2013
Q2 | $1.15M | Buy |
+6,002
| New | +$1.15M | 0.34% | 49 |
|