HAM
Hedges Asset Management’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Sell |
4,800
-3,200
| -40% | -$943K | 1.14% | 27 |
|
2025
Q1 | $1.99M | Sell |
8,000
-2,000
| -20% | -$497K | 1.31% | 23 |
|
2024
Q4 | $2.2M | Hold |
10,000
| – | – | 1.45% | 16 |
|
2024
Q3 | $2.21M | Sell |
10,000
-1,000
| -9% | -$221K | 1.46% | 17 |
|
2024
Q2 | $1.9M | Hold |
11,000
| – | – | 1.37% | 23 |
|
2024
Q1 | $2.1M | Sell |
11,000
-100
| -0.9% | -$19.1K | 1.47% | 24 |
|
2023
Q4 | $1.82M | Sell |
11,100
-100
| -0.9% | -$16.4K | 1.42% | 21 |
|
2023
Q3 | $1.57M | Hold |
11,200
| – | – | 1.37% | 21 |
|
2023
Q2 | $1.5M | Hold |
11,200
| – | – | 1.27% | 24 |
|
2023
Q1 | $1.47M | Buy |
11,200
+2,700
| +32% | +$354K | 1.25% | 24 |
|
2022
Q4 | $1.2M | Sell |
8,500
-596
| -7% | -$84K | 1.07% | 26 |
|
2022
Q3 | $1.08M | Hold |
9,096
| – | – | 1.08% | 24 |
|
2022
Q2 | $1.29M | Hold |
9,096
| – | – | 1.21% | 22 |
|
2022
Q1 | $1.18M | Hold |
9,096
| – | – | 0.92% | 35 |
|
2021
Q4 | $1.22M | Buy |
+9,096
| New | +$1.22M | 0.95% | 29 |
|