HFRG
Houlihan Financial Resource Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
3,429
-60
| -2% | -$16.8K | 0.4% | 50 |
|
|
2025
Q1 | $868K | Sell |
3,489
-97
| -3% | -$24.1K | 0.39% | 48 |
|
|
2024
Q4 | $788K | Buy |
3,586
+3
| +0.1% | +$659 | 0.34% | 50 |
|
|
2024
Q3 | $792K | Buy |
+3,583
| New | +$792K | 0.33% | 53 |
|
|
2024
Q2 | – | Sell |
-3,576
| Closed | -$683K | – | 72 |
|
|
2024
Q1 | $683K | Buy |
3,576
+3
| +0.1% | +$573 | 0.31% | 57 |
|
|
2023
Q4 | $584K | Buy |
3,573
+66
| +2% | +$10.8K | 0.28% | 58 |
|
|
2023
Q3 | $497K | Buy |
+3,507
| New | +$497K | 0.27% | 61 |
|
|
2023
Q2 | – | Sell |
-3,581
| Closed | -$469K | – | 150 |
|
|
2023
Q1 | $469K | Buy |
3,581
+4
| +0.1% | +$524 | 0.26% | 65 |
|
|
2022
Q4 | $497K | Sell |
3,577
-63
| -2% | -$8.75K | 0.29% | 60 |
|
|
2022
Q3 | $467K | Buy |
+3,640
| New | +$467K | 0.28% | 58 |
|
|
2020
Q3 | $444K | Buy |
+3,788
| New | +$444K | 0.26% | 61 |
|
|
2020
Q1 | $437K | Buy |
3,939
+4
| +0.1% | +$444 | 0.38% | 55 |
|
|
2019
Q4 | $527K | Buy |
+3,935
| New | +$527K | 0.34% | 60 |
|