HBK Sorce Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.34M | Buy |
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|
2025
Q2 | $5.44M | Buy |
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|
2025
Q1 | $4.48M | Buy |
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|
2024
Q4 | $3.8M | Sell |
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|
2024
Q3 | $3.84M | Buy |
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|
2024
Q2 | $2.92M | Sell |
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|
2024
Q1 | $3.43M | Sell |
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|
2023
Q4 | $3.02M | Buy |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $9.36M | Buy |
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|
2022
Q3 | $4.02M | Buy |
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|
2022
Q2 | $1.91M | Sell |
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|
2022
Q1 | $3.71M | Buy |
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|
2021
Q4 | $3.72M | Sell |
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|
2021
Q3 | $3.79M | Sell |
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|
2021
Q2 | $4.33M | Sell |
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|
2021
Q1 | $3.94M | Buy |
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|
2020
Q4 | $2.08M | Sell |
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|
2020
Q3 | $2.09M | Sell |
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|
2020
Q2 | $2.14M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $2.03M | Sell |
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|
2019
Q3 | $2.35M | Buy |
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|
2019
Q2 | $2.12M | Sell |
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|
2019
Q1 | $2.21M | Sell |
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|
2018
Q4 | $1.82M | Buy |
|
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|
2018
Q3 | $2.38M | Sell |
|
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|
2018
Q2 | $2.27M | Sell |
|
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|
2018
Q1 | $2.66M | Buy |
|
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|
2017
Q4 | $2.64M | Buy |
|
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|
2017
Q3 | $1.51M | Buy |
|
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $1.66M | Sell |
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|
2016
Q3 | $1.67M | Buy |
|
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|
2016
Q2 | $1.57M | Sell |
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|
2016
Q1 | $1.59M | Buy |
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|
2015
Q4 | $1.21M | Buy |
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|
2015
Q3 | $1.13M | Buy |
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|
2015
Q2 | $1.22M | Sell |
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|
2015
Q1 | $1.22M | Sell |
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|
2014
Q4 | $1.48M | Sell |
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|
2014
Q3 | $2M | Sell |
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|
2014
Q2 | $1.92M | Sell |
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|
2014
Q1 | $2.1M | Buy |
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|
2013
Q4 | $1.99M | Sell |
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|
2013
Q3 | $1.98M | Sell |
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|
2013
Q2 | $3.29M | Buy |
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