HWAM
Hennion & Walsh Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Buy |
27,125
+1,737
| +7% | +$512K | 0.32% | 54 |
|
|
2025
Q1 | $6.31M | Sell |
25,388
-265
| -1% | -$65.9K | 0.28% | 66 |
|
|
2024
Q4 | $5.64M | Sell |
25,653
-2,230
| -8% | -$490K | 0.26% | 82 |
|
|
2024
Q3 | $6.16M | Sell |
27,883
-1,572
| -5% | -$348K | 0.29% | 69 |
|
|
2024
Q2 | $5.09M | Buy |
29,455
+2,564
| +10% | +$443K | 0.26% | 81 |
|
|
2024
Q1 | $5.14M | Sell |
26,891
-214
| -0.8% | -$40.9K | 0.27% | 77 |
|
|
2023
Q4 | $4.43M | Buy |
27,105
+3,970
| +17% | +$649K | 0.25% | 89 |
|
|
2023
Q3 | $3.25M | Buy |
23,135
+1,294
| +6% | +$182K | 0.21% | 121 |
|
|
2023
Q2 | $2.92M | Sell |
21,841
-6,441
| -23% | -$862K | 0.17% | 156 |
|
|
2023
Q1 | $3.71M | Buy |
28,282
+1,871
| +7% | +$245K | 0.23% | 115 |
|
|
2022
Q4 | $3.72M | Buy |
26,411
+3,169
| +14% | +$446K | 0.23% | 113 |
|
|
2022
Q3 | $2.76M | Buy |
23,242
+223
| +1% | +$26.5K | 0.18% | 146 |
|
|
2022
Q2 | $3.25M | Sell |
23,019
-2,176
| -9% | -$307K | 0.2% | 133 |
|
|
2022
Q1 | $3.28M | Sell |
25,195
-1,182
| -4% | -$154K | 0.17% | 159 |
|
|
2021
Q4 | $3.53M | Sell |
26,377
-1,150
| -4% | -$154K | 0.17% | 166 |
|
|
2021
Q3 | $3.66M | Sell |
27,527
-766
| -3% | -$102K | 0.19% | 150 |
|
|
2021
Q2 | $3.97M | Buy |
28,293
+3,803
| +16% | +$533K | 0.21% | 122 |
|
|
2021
Q1 | $3.12M | Buy |
+24,490
| New | +$3.12M | 0.19% | 149 |
|