HIC
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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