HBW
Hazlett, Burt & Watson’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $77K | Buy |
260
+46
| +21% | +$13.6K | 0.03% | 317 |
|
2025
Q1 | $53K | Buy |
214
+87
| +69% | +$21.5K | 0.02% | 347 |
|
2024
Q4 | $28K | Hold |
127
| – | – | 0.01% | 428 |
|
2024
Q3 | $29K | Buy |
127
+116
| +1,055% | +$26.5K | 0.01% | 424 |
|
2024
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 660 |
|
2024
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 652 |
|
2023
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 626 |
|
2023
Q3 | $2K | Sell |
11
-1,475
| -99% | -$268K | ﹤0.01% | 643 |
|
2023
Q2 | $198K | Buy |
1,486
+18
| +1% | +$2.4K | 0.15% | 136 |
|
2023
Q1 | $192K | Buy |
1,468
+18
| +1% | +$2.35K | 0.16% | 128 |
|
2022
Q4 | $204K | Buy |
1,450
+17
| +1% | +$2.39K | 0.18% | 119 |
|
2022
Q3 | $170K | Buy |
1,433
+18
| +1% | +$2.14K | 0.16% | 127 |
|
2022
Q2 | $199K | Buy |
1,415
+16
| +1% | +$2.25K | 0.18% | 116 |
|
2022
Q1 | $182K | Buy |
+1,399
| New | +$182K | 0.14% | 144 |
|