HR
Howe & Rusling’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
3,204
-186
| -5% | -$54.8K | 0.07% | 129 |
|
|
2025
Q1 | $843K | Buy |
3,390
+243
| +8% | +$60.4K | 0.07% | 126 |
|
|
2024
Q4 | $692K | Sell |
3,147
-86
| -3% | -$18.9K | 0.06% | 129 |
|
|
2024
Q3 | $715K | Buy |
3,233
+88
| +3% | +$19.5K | 0.06% | 134 |
|
|
2024
Q2 | $544K | Sell |
3,145
-50
| -2% | -$8.65K | 0.05% | 142 |
|
|
2024
Q1 | $610K | Sell |
3,195
-172
| -5% | -$32.8K | 0.06% | 131 |
|
|
2023
Q4 | $551K | Buy |
3,367
+552
| +20% | +$90.3K | 0.06% | 130 |
|
|
2023
Q3 | $395K | Hold |
2,815
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $377K | Sell |
2,815
-125
| -4% | -$16.7K | 0.04% | 155 |
|
|
2023
Q1 | $385K | Sell |
2,940
-24
| -0.8% | -$3.15K | 0.05% | 153 |
|
|
2022
Q4 | $418K | Sell |
2,964
-2,720
| -48% | -$383K | 0.05% | 136 |
|
|
2022
Q3 | $675K | Buy |
5,684
+510
| +10% | +$60.6K | 0.09% | 118 |
|
|
2022
Q2 | $731K | Buy |
5,174
+184
| +4% | +$26K | 0.09% | 115 |
|
|
2022
Q1 | $649K | Buy |
4,990
+452
| +10% | +$58.8K | 0.08% | 120 |
|
|
2021
Q4 | $607K | Sell |
4,538
-251
| -5% | -$33.6K | 0.07% | 123 |
|
|
2021
Q3 | $665K | Buy |
4,789
+251
| +6% | +$34.9K | 0.08% | 111 |
|
|
2021
Q2 | $665K | Hold |
4,538
| – | – | 0.08% | 105 |
|
|
2021
Q1 | $605K | Hold |
4,538
| – | – | 0.08% | 104 |
|
|
2020
Q4 | $571K | Sell |
4,538
-71
| -2% | -$8.93K | 0.09% | 96 |
|
|
2020
Q3 | $561K | Sell |
4,609
-46
| -1% | -$5.6K | 0.1% | 95 |
|
|
2020
Q2 | $562K | Buy |
4,655
+16
| +0.3% | +$1.93K | 0.1% | 88 |
|
|
2020
Q1 | $515K | Sell |
4,639
-305
| -6% | -$33.9K | 0.11% | 95 |
|
|
2019
Q4 | $663K | Sell |
4,944
-7,593
| -61% | -$1.02M | 0.11% | 119 |
|
|
2019
Q3 | $1.82M | Sell |
12,537
-207
| -2% | -$30.1K | 0.32% | 73 |
|
|
2019
Q2 | $1.76M | Buy |
12,744
+37
| +0.3% | +$5.1K | 0.3% | 74 |
|
|
2019
Q1 | $1.79M | Buy |
12,707
+7,749
| +156% | +$1.09M | 0.31% | 73 |
|
|
2018
Q4 | $564K | Sell |
4,958
-67,795
| -93% | -$7.71M | 0.12% | 107 |
|
|
2018
Q3 | $11M | Sell |
72,753
-201
| -0.3% | -$30.4K | 1.84% | 17 |
|
|
2018
Q2 | $10.2M | Buy |
72,954
+17,721
| +32% | +$2.48M | 1.84% | 18 |
|
|
2018
Q1 | $8.47M | Buy |
55,233
+23,615
| +75% | +$3.62M | 1.53% | 21 |
|
|
2017
Q4 | $4.85M | Sell |
31,618
-15,763
| -33% | -$2.42M | 0.88% | 44 |
|
|
2017
Q3 | $6.87M | Buy |
47,381
+490
| +1% | +$71.1K | 1.27% | 24 |
|
|
2017
Q2 | $7.21M | Buy |
46,891
+121
| +0.3% | +$18.6K | 1.47% | 21 |
|
|
2017
Q1 | $8.15M | Buy |
46,770
+37,874
| +426% | +$6.6M | 1.63% | 15 |
|
|
2016
Q4 | $1.48M | Hold |
8,896
| – | – | 0.32% | 73 |
|
|
2016
Q3 | $1.41M | Sell |
8,896
-1,315
| -13% | -$209K | 0.3% | 72 |
|
|
2016
Q2 | $1.55M | Sell |
10,211
-270
| -3% | -$41K | 0.34% | 73 |
|
|
2016
Q1 | $1.59M | Sell |
10,481
-283
| -3% | -$42.9K | 0.36% | 72 |
|
|
2015
Q4 | $1.48M | Buy |
10,764
+729
| +7% | +$100K | 0.34% | 73 |
|
|
2015
Q3 | $1.46M | Buy |
10,035
+89
| +0.9% | +$12.9K | 0.36% | 70 |
|
|
2015
Q2 | $1.62M | Sell |
9,946
-670
| -6% | -$109K | 0.35% | 74 |
|
|
2015
Q1 | $1.7M | Sell |
10,616
-765
| -7% | -$123K | 0.38% | 71 |
|
|
2014
Q4 | $1.83M | Sell |
11,381
-70
| -0.6% | -$11.2K | 0.44% | 64 |
|
|
2014
Q3 | $2.17M | Buy |
11,451
+1,482
| +15% | +$281K | 0.51% | 61 |
|
|
2014
Q2 | $1.81M | Sell |
9,969
-14,714
| -60% | -$2.67M | 0.41% | 68 |
|
|
2014
Q1 | $4.75M | Buy |
24,683
+13,572
| +122% | +$2.61M | 1.17% | 34 |
|
|
2013
Q4 | $2.08M | Buy |
11,111
+953
| +9% | +$179K | 0.52% | 56 |
|
|
2013
Q3 | $1.9M | Sell |
10,158
-47,283
| -82% | -$8.84M | 0.69% | 51 |
|
|
2013
Q2 | $11M | Buy |
+57,441
| New | +$11M | 3.05% | 1 |
|