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IMA Advisory Services’s IBM IBM Stock Holding History

IMA Advisory Services’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.36K Buy
+8
New +$2.36K ﹤0.01% 334
2023
Q4 		– Sell
-2,724
Closed -$382K – 158
2023
Q3 		$382K Hold
2,724
– – 0.1% 124
2023
Q2 		$364K Hold
2,724
– – 0.09% 124
2023
Q1 		$357K Hold
2,724
– – 0.09% 121
2022
Q4 		$384K Hold
2,724
– – 0.1% 120
2022
Q3 		$324K Hold
2,724
– – 0.09% 122
2022
Q2 		$385K Hold
2,724
– – 0.09% 123
2022
Q1 		$354K Hold
2,724
– – 0.08% 107
2021
Q4 		$364K Hold
2,724
– – 0.08% 111
2021
Q3 		$378K Hold
2,724
– – 0.09% 107
2021
Q2 		$399K Hold
2,724
– – 0.09% 106
2021
Q1 		$363K Hold
2,724
– – 0.09% 104
2020
Q4 		$343K Hold
2,724
– – 0.1% 99
2020
Q3 		$331K Hold
2,724
– – 0.11% 104
2020
Q2 		$329K Hold
2,724
– – 0.12% 102
2020
Q1 		$302K Hold
2,724
– – 0.13% 94
2019
Q4 		$365K Hold
2,724
– – 0.14% 87
2019
Q3 		$396K Hold
2,724
– – 0.15% 87
2019
Q2 		$376K Hold
2,724
– – 0.14% 85
2019
Q1 		$384K Hold
2,724
– – 0.15% 86
2018
Q4 		$310K Hold
2,724
– – 0.14% 92
2018
Q3 		$412K Sell
2,724
-27
-1% -$4.08K 0.16% 93
2018
Q2 		$384K Buy
2,751
+27
+1% +$3.77K 0.16% 95
2018
Q1 		$418K Hold
2,724
– – 0.19% 99
2017
Q4 		$418K Hold
2,724
– – 0.19% 107
2017
Q3 		$395K Hold
2,724
– – 0.18% 103
2017
Q2 		$419K Sell
2,724
-70
-3% -$10.8K 0.2% 105
2017
Q1 		$487K Sell
2,794
-680
-20% -$119K 0.25% 101
2016
Q4 		$577K Hold
3,474
– – 0.36% 86
2016
Q3 		$552K Hold
3,474
– – 0.32% 80
2016
Q2 		$527K Sell
3,474
-20
-0.6% -$3.03K 0.33% 77
2016
Q1 		$529K Hold
3,494
– – 0.31% 76
2015
Q4 		$481K Sell
3,494
-250
-7% -$34.4K 0.29% 76
2015
Q3 		$543K Buy
3,744
+500
+15% +$72.5K 0.34% 74
2015
Q2 		$528K Sell
3,244
-500
-13% -$81.4K 0.25% 87
2015
Q1 		$601K Sell
3,744
-5,685
-60% -$913K 0.29% 80
2014
Q4 		$1.51M Sell
9,429
-200
-2% -$32.1K 0.78% 44
2014
Q3 		$1.83M Hold
9,629
– – 0.86% 38
2014
Q2 		$1.75M Sell
9,629
-235
-2% -$42.6K 0.8% 40
2014
Q1 		$1.9M Sell
9,864
-410
-4% -$78.9K 0.89% 41
2013
Q4 		$1.93M Buy
10,274
+60
+0.6% +$11.3K 0.92% 35
2013
Q3 		$1.89M Hold
10,214
– – 0.93% 34
2013
Q2 		$1.95M Buy
+10,214
New +$1.95M 1.06% 25