HEIP
Hudson Edge Investment Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Buy |
24,584
+550
| +2% | +$162K | 1.24% | 14 |
|
|
2025
Q1 | $5.98M | Sell |
24,034
-6,064
| -20% | -$1.51M | 1.22% | 36 |
|
|
2024
Q4 | $6.62M | Sell |
30,098
-1,866
| -6% | -$410K | 1.22% | 18 |
|
|
2024
Q3 | $7.07M | Sell |
31,964
-4,074
| -11% | -$901K | 1.31% | 10 |
|
|
2024
Q2 | $6.23M | Buy |
36,038
+1,768
| +5% | +$306K | 1.2% | 16 |
|
|
2024
Q1 | $6.54M | Sell |
34,270
-3,143
| -8% | -$600K | 1.28% | 16 |
|
|
2023
Q4 | $6.12M | Sell |
37,413
-3,126
| -8% | -$511K | 1.42% | 17 |
|
|
2023
Q3 | $5.69M | Sell |
40,539
-4,240
| -9% | -$595K | 1.86% | 15 |
|
|
2023
Q2 | $5.99M | Buy |
44,779
+1,263
| +3% | +$169K | 1.91% | 13 |
|
|
2023
Q1 | $5.71M | Buy |
43,516
+8,537
| +24% | +$1.12M | 1.77% | 15 |
|
|
2022
Q4 | $4.93M | Sell |
34,979
-80
| -0.2% | -$11.3K | 1.68% | 22 |
|
|
2022
Q3 | $4.17M | Buy |
35,059
+1,748
| +5% | +$208K | 1.55% | 29 |
|
|
2022
Q2 | $4.7M | Sell |
33,311
-5,089
| -13% | -$718K | 1.71% | 13 |
|
|
2022
Q1 | $4.99M | Buy |
38,400
+1,182
| +3% | +$154K | 1.57% | 25 |
|
|
2021
Q4 | $4.98M | Sell |
37,218
-4,047
| -10% | -$541K | 1.54% | 25 |
|
|
2021
Q3 | $5.73M | Buy |
41,265
+2,659
| +7% | +$369K | 1.88% | 5 |
|
|
2021
Q2 | $5.66M | Sell |
38,606
-4,518
| -10% | -$662K | 1.8% | 7 |
|
|
2021
Q1 | $5.75M | Buy |
43,124
+3,168
| +8% | +$422K | 1.9% | 5 |
|
|
2020
Q4 | $5.03M | Buy |
39,956
+2,782
| +7% | +$350K | 1.79% | 7 |
|
|
2020
Q3 | $4.52M | Sell |
37,174
-14,153
| -28% | -$1.72M | 1.82% | 6 |
|
|
2020
Q2 | $6.2M | Sell |
51,327
-2,367
| -4% | -$286K | 2% | 6 |
|
|
2020
Q1 | $5.96M | Sell |
53,694
-335
| -0.6% | -$37.2K | 2.26% | 5 |
|
|
2019
Q4 | $7.24M | Buy |
54,029
+6,779
| +14% | +$909K | 1.9% | 11 |
|
|
2019
Q3 | $6.87M | Sell |
47,250
-4,765
| -9% | -$693K | 1.93% | 14 |
|
|
2019
Q2 | $7.17M | Buy |
52,015
+236
| +0.5% | +$32.5K | 2.08% | 6 |
|
|
2019
Q1 | $7.31M | Sell |
51,779
-7,318
| -12% | -$1.03M | 2.2% | 5 |
|
|
2018
Q4 | $6.72M | Sell |
59,097
-14,820
| -20% | -$1.68M | 2.08% | 12 |
|
|
2018
Q3 | $11.2M | Buy |
73,917
+6,415
| +10% | +$970K | 1.99% | 15 |
|
|
2018
Q2 | $9.43M | Sell |
67,502
-21,690
| -24% | -$3.03M | 1.76% | 30 |
|
|
2018
Q1 | $13.7M | Buy |
89,192
+414
| +0.5% | +$63.5K | 2.07% | 15 |
|
|
2017
Q4 | $13.6M | Sell |
88,778
-2,430
| -3% | -$373K | 1.88% | 22 |
|
|
2017
Q3 | $13.2M | Buy |
91,208
+16,491
| +22% | +$2.39M | 1.88% | 28 |
|
|
2017
Q2 | $11.5M | Buy |
+74,717
| New | +$11.5M | 1.61% | 36 |
|