Hummer Financial Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Hold |
2,052
| – | – | 0.45% | 49 |
|
|
2025
Q1 | $510K | Buy |
2,052
+61
| +3% | +$15.2K | 0.41% | 50 |
|
|
2024
Q4 | $438K | Hold |
1,991
| – | – | 0.35% | 56 |
|
|
2024
Q3 | $440K | Sell |
1,991
-50
| -2% | -$11.1K | 0.35% | 59 |
|
|
2024
Q2 | $353K | Sell |
2,041
-61
| -3% | -$10.6K | 0.31% | 66 |
|
|
2024
Q1 | $401K | Buy |
2,102
+61
| +3% | +$11.7K | 0.33% | 62 |
|
|
2023
Q4 | $334K | Hold |
2,041
| – | – | 0.31% | 66 |
|
|
2023
Q3 | $286K | Hold |
2,041
| – | – | 0.29% | 72 |
|
|
2023
Q2 | $273K | Sell |
2,041
-54
| -3% | -$7.23K | 0.27% | 79 |
|
|
2023
Q1 | $275K | Sell |
2,095
-50
| -2% | -$6.56K | 0.29% | 79 |
|
|
2022
Q4 | $302K | Hold |
2,145
| – | – | 0.33% | 74 |
|
|
2022
Q3 | $255K | Hold |
2,145
| – | – | 0.3% | 76 |
|
|
2022
Q2 | $303K | Hold |
2,145
| – | – | 0.34% | 71 |
|
|
2022
Q1 | $279K | Sell |
2,145
-245
| -10% | -$31.9K | 0.25% | 85 |
|
|
2021
Q4 | $319K | Sell |
2,390
-110
| -4% | -$14.7K | 0.27% | 73 |
|
|
2021
Q3 | $332K | Hold |
2,500
| – | – | 0.31% | 72 |
|
|
2021
Q2 | $350K | Hold |
2,500
| – | – | 0.32% | 69 |
|
|
2021
Q1 | $318K | Buy |
2,500
+52
| +2% | +$6.61K | 0.31% | 75 |
|
|
2020
Q4 | $295K | Hold |
2,448
| – | – | 0.31% | 76 |
|
|
2020
Q3 | $285K | Sell |
2,448
-344
| -12% | -$40K | 0.34% | 71 |
|
|
2020
Q2 | $322K | Hold |
2,792
| – | – | 0.41% | 56 |
|
|
2020
Q1 | $296K | Hold |
2,792
| – | – | 0.45% | 58 |
|
|
2019
Q4 | $358K | Buy |
+2,792
| New | +$358K | 0.39% | 68 |
|