HIA
HTG Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
1,619
-12
| -0.7% | -$3.54K | 0.18% | 46 |
|
|
2025
Q1 | $406K | Sell |
1,631
-24
| -1% | -$5.97K | 0.17% | 46 |
|
|
2024
Q4 | $364K | Sell |
1,655
-46
| -3% | -$10.1K | 0.17% | 47 |
|
|
2024
Q3 | $376K | Buy |
1,701
+28
| +2% | +$6.19K | 0.18% | 48 |
|
|
2024
Q2 | $289K | Sell |
1,673
-147
| -8% | -$25.4K | 0.16% | 50 |
|
|
2024
Q1 | $348K | Hold |
1,820
| – | – | 0.2% | 46 |
|
|
2023
Q4 | $298K | Sell |
1,820
-780
| -30% | -$128K | 0.19% | 49 |
|
|
2023
Q3 | $365K | Buy |
+2,600
| New | +$365K | 0.29% | 41 |
|