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