HI
Horizon Investments’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Sell |
26,408
-1,907
| -7% | -$558K | 0.12% | 135 |
|
|
2025
Q1 | $6.99M | Buy |
28,315
+467
| +2% | +$115K | 0.21% | 58 |
|
|
2024
Q4 | $6.08M | Buy |
27,848
+583
| +2% | +$127K | 0.17% | 65 |
|
|
2024
Q3 | $5.98M | Sell |
27,265
-148
| -0.5% | -$32.5K | 0.16% | 61 |
|
|
2024
Q2 | $4.7M | Sell |
27,413
-269
| -1% | -$46.1K | 0.13% | 75 |
|
|
2024
Q1 | $5.23M | Sell |
27,682
-180
| -0.6% | -$34K | 0.14% | 84 |
|
|
2023
Q4 | $4.52M | Buy |
27,862
+5,773
| +26% | +$936K | 0.13% | 81 |
|
|
2023
Q3 | $3.06M | Buy |
22,089
+509
| +2% | +$70.6K | 0.09% | 91 |
|
|
2023
Q2 | $2.85M | Buy |
21,580
+1,288
| +6% | +$170K | 0.08% | 99 |
|
|
2023
Q1 | $2.62M | Sell |
20,292
-3,521
| -15% | -$455K | 0.08% | 96 |
|
|
2022
Q4 | $3.31M | Buy |
23,813
+10,459
| +78% | +$1.46M | 0.09% | 96 |
|
|
2022
Q3 | $1.57M | Sell |
13,354
-3,198
| -19% | -$376K | 0.05% | 134 |
|
|
2022
Q2 | $2.31M | Sell |
16,552
-10,966
| -40% | -$1.53M | 0.07% | 99 |
|
|
2022
Q1 | $3.54M | Buy |
27,518
+13,405
| +95% | +$1.72M | 0.1% | 97 |
|
|
2021
Q4 | $1.86M | Sell |
14,113
-9,210
| -39% | -$1.22M | 0.06% | 153 |
|
|
2021
Q3 | $3.05M | Sell |
23,323
-16,772
| -42% | -$2.2M | 0.08% | 108 |
|
|
2021
Q2 | $5.81M | Buy |
40,095
+28,128
| +235% | +$4.08M | 0.17% | 64 |
|
|
2021
Q1 | $1.6M | Buy |
+11,967
| New | +$1.6M | 0.06% | 147 |
|
|
2020
Q4 | – | Sell |
-19,917
| Closed | -$2.39M | – | 229 |
|
|
2020
Q3 | $2.39M | Buy |
19,917
+638
| +3% | +$76.5K | 0.09% | 114 |
|
|
2020
Q2 | $2.3M | Sell |
19,279
-9,057
| -32% | -$1.08M | 0.06% | 144 |
|
|
2020
Q1 | $3.1M | Buy |
28,336
+14,922
| +111% | +$1.63M | 0.15% | 49 |
|
|
2019
Q4 | $1.8M | Sell |
13,414
-24,986
| -65% | -$3.35M | 0.08% | 125 |
|
|
2019
Q3 | $5.52M | Buy |
38,400
+4,549
| +13% | +$654K | 0.22% | 49 |
|
|
2019
Q2 | $4.67M | Buy |
33,851
+5,396
| +19% | +$744K | 0.13% | 38 |
|
|
2019
Q1 | $3.97M | Buy |
28,455
+20,404
| +253% | +$2.85M | 0.14% | 47 |
|
|
2018
Q4 | $915K | Sell |
8,051
-6,519
| -45% | -$741K | 0.05% | 152 |
|
|
2018
Q3 | $2.18M | Buy |
14,570
+648
| +5% | +$96.7K | 0.07% | 67 |
|
|
2018
Q2 | $1.92M | Buy |
13,922
+833
| +6% | +$115K | 0.08% | 74 |
|
|
2018
Q1 | $2.01M | Buy |
13,089
+2,935
| +29% | +$450K | 0.09% | 58 |
|
|
2017
Q4 | $1.56M | Sell |
10,154
-10,562
| -51% | -$1.62M | 0.1% | 66 |
|
|
2017
Q3 | $3.18M | Buy |
20,716
+14,553
| +236% | +$2.24M | 0.18% | 40 |
|
|
2017
Q2 | $947K | Buy |
6,163
+1,755
| +40% | +$270K | 0.06% | 70 |
|
|
2017
Q1 | $768K | Buy |
+4,408
| New | +$768K | 0.05% | 84 |
|
|
2016
Q3 | – | Sell |
-25,183
| Closed | -$3.82M | – | 127 |
|
|
2016
Q2 | $3.82M | Sell |
25,183
-245
| -1% | -$37.2K | 0.29% | 33 |
|
|
2016
Q1 | $3.85M | Buy |
+25,428
| New | +$3.85M | 0.31% | 28 |
|