Jackson Grant Investment Advisers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
3,062
+4
| +0.1% | +$1.18K | 0.33% | 46 |
|
|
2025
Q1 | $760K | Sell |
3,058
-39
| -1% | -$9.7K | 0.29% | 49 |
|
|
2024
Q4 | $681K | Sell |
3,097
-1,478
| -32% | -$325K | 0.26% | 54 |
|
|
2024
Q3 | $1.01M | Buy |
4,575
+15
| +0.3% | +$3.32K | 0.38% | 41 |
|
|
2024
Q2 | $789K | Buy |
4,560
+6
| +0.1% | +$1.04K | 0.32% | 48 |
|
|
2024
Q1 | $870K | Sell |
4,554
-464
| -9% | -$88.6K | 0.36% | 44 |
|
|
2023
Q4 | $821K | Buy |
5,018
+10
| +0.2% | +$1.64K | 0.36% | 46 |
|
|
2023
Q3 | $703K | Buy |
5,008
+12
| +0.2% | +$1.68K | 0.34% | 49 |
|
|
2023
Q2 | $669K | Buy |
4,996
+12
| +0.2% | +$1.61K | 0.31% | 52 |
|
|
2023
Q1 | $653K | Buy |
4,984
+12
| +0.2% | +$1.57K | 0.31% | 53 |
|
|
2022
Q4 | $700K | Buy |
4,972
+11
| +0.2% | +$1.55K | 0.34% | 51 |
|
|
2022
Q3 | $589K | Buy |
4,961
+13
| +0.3% | +$1.54K | 0.31% | 52 |
|
|
2022
Q2 | $699K | Buy |
4,948
+21
| +0.4% | +$2.97K | 0.35% | 46 |
|
|
2022
Q1 | $641K | Buy |
4,927
+267
| +6% | +$34.7K | 0.27% | 54 |
|
|
2021
Q4 | $623K | Sell |
4,660
-201
| -4% | -$26.9K | 0.32% | 44 |
|
|
2021
Q3 | $646K | Buy |
4,861
+550
| +13% | +$73.1K | 0.29% | 52 |
|
|
2021
Q2 | $604K | Buy |
4,311
+6
| +0.1% | +$841 | 0.27% | 53 |
|
|
2021
Q1 | $548K | Buy |
4,305
+86
| +2% | +$10.9K | 0.25% | 56 |
|
|
2020
Q4 | $508K | Sell |
4,219
-5
| -0.1% | -$602 | 0.26% | 53 |
|
|
2020
Q3 | $491K | Sell |
4,224
-249
| -6% | -$28.9K | 0.3% | 48 |
|
|
2020
Q2 | $516K | Buy |
4,473
+7
| +0.2% | +$808 | 0.33% | 48 |
|
|
2020
Q1 | $474K | Sell |
4,466
-82
| -2% | -$8.7K | 0.35% | 45 |
|
|
2019
Q4 | $583K | Sell |
4,548
-281
| -6% | -$36K | 0.32% | 48 |
|
|
2019
Q3 | $671K | Buy |
4,829
+6
| +0.1% | +$834 | 0.38% | 41 |
|
|
2019
Q2 | $636K | Buy |
4,823
+7
| +0.1% | +$923 | 0.37% | 43 |
|
|
2019
Q1 | $650K | Buy |
4,816
+2,738
| +132% | +$370K | 0.39% | 40 |
|
|
2018
Q4 | $226K | Buy |
2,078
+7
| +0.3% | +$761 | 0.16% | 71 |
|
|
2018
Q3 | $299K | Buy |
2,071
+5
| +0.2% | +$722 | 0.19% | 67 |
|
|
2018
Q2 | $276K | Buy |
2,066
+6
| +0.3% | +$802 | 0.19% | 65 |
|
|
2018
Q1 | $302K | Sell |
2,060
-74
| -3% | -$10.8K | 0.21% | 59 |
|
|
2017
Q4 | $313K | Buy |
2,134
+6
| +0.3% | +$880 | 0.21% | 60 |
|
|
2017
Q3 | $295K | Sell |
2,128
-92
| -4% | -$12.8K | 0.21% | 56 |
|
|
2017
Q2 | $326K | Sell |
2,220
-25
| -1% | -$3.67K | 0.25% | 45 |
|
|
2017
Q1 | $374K | Buy |
2,245
+1,474
| +191% | +$246K | 0.3% | 45 |
|
|
2016
Q4 | $122K | Buy |
771
+6
| +0.8% | +$949 | 0.1% | 83 |
|
|
2016
Q3 | $116K | Buy |
765
+6
| +0.8% | +$910 | 0.1% | 79 |
|
|
2016
Q2 | $110K | Buy |
759
+5
| +0.7% | +$725 | 0.1% | 74 |
|
|
2016
Q1 | $109K | Buy |
754
+5
| +0.7% | +$723 | 0.1% | 75 |
|
|
2015
Q4 | $98K | Buy |
+749
| New | +$98K | 0.09% | 79 |
|