HA
HFG Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-931
| Closed | -$232K | – | 103 |
|
|
2025
Q1 | $232K | Sell |
931
-1,796
| -66% | -$447K | 0.2% | 82 |
|
|
2024
Q4 | $599K | Hold |
2,727
| – | – | 0.52% | 46 |
|
|
2024
Q3 | $603K | Hold |
2,727
| – | – | 0.53% | 46 |
|
|
2024
Q2 | $472K | Sell |
2,727
-575
| -17% | -$99.4K | 0.44% | 49 |
|
|
2024
Q1 | $631K | Sell |
3,302
-32
| -1% | -$6.11K | 0.56% | 46 |
|
|
2023
Q4 | $545K | Buy |
3,334
+1,192
| +56% | +$195K | 0.53% | 46 |
|
|
2023
Q3 | $301K | Sell |
2,142
-3
| -0.1% | -$421 | 0.33% | 66 |
|
|
2023
Q2 | $287K | Buy |
+2,145
| New | +$287K | 0.3% | 69 |
|
|
2022
Q4 | – | Sell |
-2,259
| Closed | -$268K | – | 96 |
|
|
2022
Q3 | $268K | Sell |
2,259
-100
| -4% | -$11.9K | 0.37% | 59 |
|
|
2022
Q2 | $333K | Hold |
2,359
| – | – | 0.45% | 51 |
|
|
2022
Q1 | $307K | Buy |
2,359
+565
| +31% | +$73.5K | 0.35% | 61 |
|
|
2021
Q4 | $240K | Buy |
+1,794
| New | +$240K | 0.27% | 67 |
|