HAG
HighPoint Advisor Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
53,744
+1,339
| +3% | +$395K | 0.84% | 20 |
|
|
2025
Q1 | $12.5M | Buy |
52,405
+958
| +2% | +$229K | 0.73% | 27 |
|
|
2024
Q4 | $13.1M | Buy |
51,447
+433
| +0.8% | +$110K | 0.71% | 27 |
|
|
2024
Q3 | $11.3M | Buy |
51,014
+1,452
| +3% | +$321K | 0.66% | 28 |
|
|
2024
Q2 | $9.47M | Buy |
49,562
+3,252
| +7% | +$621K | 0.57% | 30 |
|
|
2024
Q1 | $7.76M | Buy |
46,310
+575
| +1% | +$96.4K | 0.55% | 32 |
|
|
2023
Q4 | $8.63M | Buy |
+45,735
| New | +$8.63M | 0.62% | 29 |
|
|
2022
Q2 | $5.69M | Buy |
+41,175
| New | +$5.69M | 0.62% | 31 |
|
|
2021
Q3 | $6.17M | Buy |
44,415
+507
| +1% | +$70.4K | 0.6% | 29 |
|
|
2021
Q2 | $6.44M | Buy |
43,908
+3,342
| +8% | +$490K | 0.65% | 28 |
|
|
2021
Q1 | $5.5M | Buy |
40,566
+5,104
| +14% | +$693K | 0.64% | 27 |
|
|
2020
Q4 | $4.33M | Buy |
35,462
+6,359
| +22% | +$776K | 0.53% | 36 |
|
|
2020
Q3 | $3.34M | Buy |
29,103
+2,538
| +10% | +$291K | 0.6% | 31 |
|
|
2020
Q2 | $3.15M | Sell |
26,565
-497
| -2% | -$58.9K | 0.67% | 32 |
|
|
2020
Q1 | $3.38M | Buy |
27,062
+2,769
| +11% | +$345K | 0.8% | 27 |
|
|
2019
Q4 | $3.38M | Buy |
24,293
+957
| +4% | +$133K | 0.7% | 33 |
|
|
2019
Q3 | $3.21M | Buy |
23,336
+1,554
| +7% | +$214K | 0.71% | 32 |
|
|
2019
Q2 | $3.26M | Sell |
21,782
-826
| -4% | -$124K | 0.76% | 29 |
|
|
2019
Q1 | $3.11M | Buy |
22,608
+1,262
| +6% | +$174K | 0.76% | 32 |
|
|
2018
Q4 | $2.96M | Buy |
21,346
+203
| +1% | +$28.1K | 0.78% | 30 |
|
|
2018
Q3 | $2.75M | Buy |
21,143
+323
| +2% | +$42K | 0.75% | 30 |
|
|
2018
Q2 | $3.03M | Sell |
20,820
-3,340
| -14% | -$485K | 0.82% | 25 |
|
|
2018
Q1 | $3.53M | Buy |
24,160
+323
| +1% | +$47.2K | 0.97% | 18 |
|
|
2017
Q4 | $3.59M | Buy |
23,837
+1,846
| +8% | +$278K | 1.03% | 18 |
|
|
2017
Q3 | $3.37M | Buy |
21,991
+3,297
| +18% | +$506K | 1.05% | 18 |
|
|
2017
Q2 | $2.71M | Hold |
18,694
| – | – | 0.87% | 22 |
|
|
2017
Q1 | $2.71M | Sell |
18,694
-2,456
| -12% | -$357K | 0.87% | 22 |
|
|
2016
Q4 | $3.85M | Buy |
21,150
+2,209
| +12% | +$402K | 1.24% | 15 |
|
|
2016
Q3 | $2.03M | Buy |
18,941
+676
| +4% | +$72.3K | 0.71% | 27 |
|
|
2016
Q2 | $2.96M | Buy |
18,265
+10,788
| +144% | +$1.75M | 1.04% | 18 |
|
|
2016
Q1 | $1.11M | Sell |
7,477
-92
| -1% | -$13.7K | 0.68% | 35 |
|
|
2015
Q4 | $927K | Buy |
7,569
+5,979
| +376% | +$732K | 0.61% | 45 |
|
|
2015
Q3 | $230K | Buy |
+1,590
| New | +$230K | 0.26% | 119 |
|