Hudson Valley Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
33,911
+3,103
| +10% | +$915K | 1.09% | 23 |
|
|
2025
Q1 | $7.66M | Buy |
30,808
+17,596
| +133% | +$4.38M | 0.92% | 38 |
|
|
2024
Q4 | $2.9M | Sell |
13,212
-1,002
| -7% | -$220K | 0.33% | 71 |
|
|
2024
Q3 | $3.14M | Sell |
14,214
-880
| -6% | -$195K | 0.35% | 72 |
|
|
2024
Q2 | $2.43M | Buy |
15,094
+365
| +2% | +$58.8K | 0.32% | 73 |
|
|
2024
Q1 | $2.81M | Sell |
14,729
-365
| -2% | -$69.7K | 0.34% | 71 |
|
|
2023
Q4 | $2.43M | Sell |
15,094
-100
| -0.7% | -$16.1K | 0.33% | 73 |
|
|
2023
Q3 | $2.13M | Buy |
15,194
+25
| +0.2% | +$3.51K | 0.3% | 78 |
|
|
2023
Q2 | $2.03M | Sell |
15,169
-908
| -6% | -$121K | 0.27% | 86 |
|
|
2023
Q1 | $2.11M | Sell |
16,077
-81
| -0.5% | -$10.6K | 0.29% | 86 |
|
|
2022
Q4 | $2.28M | Sell |
16,158
-126
| -0.8% | -$17.8K | 0.34% | 83 |
|
|
2022
Q3 | $1.94M | Buy |
16,284
+3,664
| +29% | +$435K | 0.31% | 84 |
|
|
2022
Q2 | $1.78M | Buy |
12,620
+30
| +0.2% | +$4.24K | 0.28% | 90 |
|
|
2022
Q1 | $1.64M | Buy |
12,590
+1,158
| +10% | +$151K | 0.22% | 90 |
|
|
2021
Q4 | $1.53M | Sell |
11,432
-395
| -3% | -$52.8K | 0.24% | 74 |
|
|
2021
Q3 | $1.57M | Buy |
11,827
+115
| +1% | +$15.3K | 0.27% | 75 |
|
|
2021
Q2 | $1.64M | Sell |
11,712
-518
| -4% | -$72.6K | 0.29% | 74 |
|
|
2021
Q1 | $1.56M | Buy |
12,230
+513
| +4% | +$65.4K | 0.28% | 78 |
|
|
2020
Q4 | $1.41M | Buy |
11,717
+293
| +3% | +$35.3K | 0.27% | 81 |
|
|
2020
Q3 | $1.33M | Sell |
11,424
-293
| -3% | -$34.1K | 0.29% | 76 |
|
|
2020
Q2 | $1.35M | Buy |
11,717
+57
| +0.5% | +$6.58K | 0.31% | 75 |
|
|
2020
Q1 | $1.24M | Sell |
11,660
-420
| -3% | -$44.6K | 0.34% | 70 |
|
|
2019
Q4 | $1.55M | Sell |
12,080
-1,628
| -12% | -$209K | 0.33% | 71 |
|
|
2019
Q3 | $1.91M | Buy |
13,708
+1,497
| +12% | +$208K | 0.44% | 58 |
|
|
2019
Q2 | $1.61M | Sell |
12,211
-26
| -0.2% | -$3.43K | 0.37% | 68 |
|
|
2019
Q1 | $1.65M | Sell |
12,237
-1,932
| -14% | -$261K | 0.4% | 69 |
|
|
2018
Q4 | $1.54M | Buy |
14,169
+2,564
| +22% | +$279K | 0.36% | 74 |
|
|
2018
Q3 | $1.68M | Sell |
11,605
-157
| -1% | -$22.7K | 0.39% | 70 |
|
|
2018
Q2 | $1.57M | Buy |
11,762
+452
| +4% | +$60.4K | 0.39% | 71 |
|
|
2018
Q1 | $1.66M | Sell |
11,310
-55
| -0.5% | -$8.07K | 0.42% | 69 |
|
|
2017
Q4 | $1.67M | Sell |
11,365
-274
| -2% | -$40.2K | 0.41% | 69 |
|
|
2017
Q3 | $1.61M | Buy |
11,639
+566
| +5% | +$78.5K | 0.42% | 67 |
|
|
2017
Q2 | $1.63M | Sell |
11,073
-523
| -5% | -$76.9K | 0.45% | 66 |
|
|
2017
Q1 | $1.93M | Sell |
11,596
-10
| -0.1% | -$1.67K | 0.54% | 58 |
|
|
2016
Q4 | $1.84M | Sell |
11,606
-385
| -3% | -$61.1K | 0.54% | 59 |
|
|
2016
Q3 | $1.82M | Buy |
11,991
+157
| +1% | +$23.8K | 0.57% | 52 |
|
|
2016
Q2 | $1.72M | Sell |
11,834
-1,005
| -8% | -$146K | 0.55% | 54 |
|
|
2016
Q1 | $1.86M | Sell |
12,839
-691
| -5% | -$100K | 0.6% | 47 |
|
|
2015
Q4 | $1.78M | Sell |
13,530
-519
| -4% | -$68.3K | 0.55% | 49 |
|
|
2015
Q3 | $1.95M | Sell |
14,049
-737
| -5% | -$102K | 0.63% | 48 |
|
|
2015
Q2 | $2.3M | Sell |
14,786
-1,189
| -7% | -$185K | 0.72% | 45 |
|
|
2015
Q1 | $2.45M | Sell |
15,975
-1,224
| -7% | -$188K | 0.83% | 43 |
|
|
2014
Q4 | $2.64M | Sell |
17,199
-1,625
| -9% | -$249K | 1.08% | 37 |
|
|
2014
Q3 | $3.42M | Sell |
18,824
-583
| -3% | -$106K | 1.45% | 26 |
|
|
2014
Q2 | $3.36M | Sell |
19,407
-574
| -3% | -$99.5K | 1.47% | 24 |
|
|
2014
Q1 | $3.68M | Buy |
19,981
+7,092
| +55% | +$1.31M | 1.57% | 23 |
|
|
2013
Q4 | $2.31M | Sell |
12,889
-7,117
| -36% | -$1.28M | 1.02% | 37 |
|
|
2013
Q3 | $3.54M | Buy |
20,006
+402
| +2% | +$71.2K | 1.72% | 23 |
|
|
2013
Q2 | $3.58M | Buy |
+19,604
| New | +$3.58M | 1.71% | 23 |
|