HighTower Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377M | Sell |
1,278,293
-73,640
| -5% | -$21.7M | 0.47% | 36 |
|
|
2025
Q1 | $336M | Sell |
1,351,933
-228,131
| -14% | -$56.7M | 0.46% | 38 |
|
|
2024
Q4 | $347M | Buy |
1,580,064
+156,269
| +11% | +$34.4M | 0.48% | 38 |
|
|
2024
Q3 | $315M | Buy |
1,423,795
+85,707
| +6% | +$18.9M | 0.45% | 40 |
|
|
2024
Q2 | $231M | Buy |
1,338,088
+7,538
| +0.6% | +$1.3M | 0.36% | 49 |
|
|
2024
Q1 | $254M | Sell |
1,330,550
-96,274
| -7% | -$18.4M | 0.41% | 44 |
|
|
2023
Q4 | $233M | Buy |
1,426,824
+53,121
| +4% | +$8.68M | 0.39% | 43 |
|
|
2023
Q3 | $193M | Sell |
1,373,703
-40,587
| -3% | -$5.69M | 0.36% | 49 |
|
|
2023
Q2 | $189M | Buy |
1,414,290
+80,876
| +6% | +$10.8M | 0.37% | 48 |
|
|
2023
Q1 | $175M | Buy |
1,333,414
+106,012
| +9% | +$13.9M | 0.38% | 47 |
|
|
2022
Q4 | $173M | Buy |
1,227,402
+127,477
| +12% | +$18M | 0.4% | 45 |
|
|
2022
Q3 | $131M | Sell |
1,099,925
-24,415
| -2% | -$2.9M | 0.35% | 55 |
|
|
2022
Q2 | $159M | Buy |
1,124,340
+72,465
| +7% | +$10.2M | 0.41% | 46 |
|
|
2022
Q1 | $137M | Buy |
1,051,875
+185,151
| +21% | +$24.1M | 0.31% | 67 |
|
|
2021
Q4 | $116M | Sell |
866,724
-33,767
| -4% | -$4.51M | 0.25% | 91 |
|
|
2021
Q3 | $125M | Buy |
900,491
+30,905
| +4% | +$4.3M | 0.34% | 59 |
|
|
2021
Q2 | $127M | Buy |
869,586
+57,520
| +7% | +$8.43M | 0.37% | 53 |
|
|
2021
Q1 | $108M | Buy |
812,066
+87,644
| +12% | +$11.7M | 0.34% | 62 |
|
|
2020
Q4 | $91.3M | Buy |
724,422
+96,770
| +15% | +$12.2M | 0.38% | 55 |
|
|
2020
Q3 | $76.3M | Buy |
627,652
+15,042
| +2% | +$1.83M | 0.37% | 55 |
|
|
2020
Q2 | $73.9M | Sell |
612,610
-20,039
| -3% | -$2.42M | 0.4% | 47 |
|
|
2020
Q1 | $70.1M | Buy |
632,649
+52,472
| +9% | +$5.81M | 0.45% | 42 |
|
|
2019
Q4 | $77.7M | Buy |
580,177
+63,767
| +12% | +$8.54M | 0.46% | 45 |
|
|
2019
Q3 | $75.1M | Buy |
516,410
+87,206
| +20% | +$12.7M | 0.41% | 48 |
|
|
2019
Q2 | $59.2M | Buy |
429,204
+24,940
| +6% | +$3.44M | 0.35% | 54 |
|
|
2019
Q1 | $57.1M | Buy |
404,264
+62,721
| +18% | +$8.85M | 0.38% | 49 |
|
|
2018
Q4 | $38.9M | Buy |
341,543
+15,986
| +5% | +$1.82M | 0.3% | 68 |
|
|
2018
Q3 | $49.2M | Sell |
325,557
-6,938
| -2% | -$1.05M | 0.35% | 56 |
|
|
2018
Q2 | $46.4M | Sell |
332,495
-42,513
| -11% | -$5.94M | 0.36% | 49 |
|
|
2018
Q1 | $57.6M | Buy |
375,008
+47,568
| +15% | +$7.31M | 0.48% | 38 |
|
|
2017
Q4 | $50.3M | Buy |
327,440
+27,363
| +9% | +$4.2M | 0.41% | 45 |
|
|
2017
Q3 | $43.5M | Sell |
300,077
-62,826
| -17% | -$9.11M | 0.37% | 50 |
|
|
2017
Q2 | $55.9M | Buy |
362,903
+4,282
| +1% | +$659K | 0.5% | 35 |
|
|
2017
Q1 | $62.4M | Sell |
358,621
-10,649
| -3% | -$1.85M | 0.6% | 27 |
|
|
2016
Q4 | $61.3M | Buy |
369,270
+6,316
| +2% | +$1.05M | 0.67% | 23 |
|
|
2016
Q3 | $57.7M | Buy |
362,954
+17,218
| +5% | +$2.74M | 0.67% | 24 |
|
|
2016
Q2 | $52.5M | Sell |
345,736
-36,464
| -10% | -$5.54M | 0.66% | 27 |
|
|
2016
Q1 | $57.9M | Sell |
382,200
-70,138
| -16% | -$10.6M | 0.19% | 20 |
|
|
2015
Q4 | $62.3M | Sell |
452,338
-9,228
| -2% | -$1.27M | 0.74% | 20 |
|
|
2015
Q3 | $66.8M | Buy |
461,566
+64,108
| +16% | +$9.28M | 0.88% | 15 |
|
|
2015
Q2 | $64.8M | Buy |
397,458
+27,343
| +7% | +$4.46M | 1.04% | 11 |
|
|
2015
Q1 | $59.4M | Buy |
370,115
+84,923
| +30% | +$13.6M | 0.88% | 12 |
|
|
2014
Q4 | $45.8M | Buy |
285,192
+39,164
| +16% | +$6.28M | 0.7% | 20 |
|
|
2014
Q3 | $46.7M | Buy |
246,028
+19,257
| +8% | +$3.66M | 0.79% | 17 |
|
|
2014
Q2 | $41.1M | Buy |
226,771
+7,159
| +3% | +$1.3M | 0.71% | 18 |
|
|
2014
Q1 | $42.3M | Buy |
219,612
+24,759
| +13% | +$4.77M | 0.82% | 14 |
|
|
2013
Q4 | $36.5M | Sell |
194,853
-8,336
| -4% | -$1.56M | 0.75% | 18 |
|
|
2013
Q3 | $37.6M | Buy |
203,189
+16,557
| +9% | +$3.07M | 0.94% | 11 |
|
|
2013
Q2 | $35.7M | Buy |
+186,632
| New | +$35.7M | 0.97% | 12 |
|