JIP
Jaffetilchin Investment Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
16,921
+1,291
| +8% | +$381K | 0.33% | 53 |
|
|
2025
Q1 | $3.89M | Sell |
15,630
-1,262
| -7% | -$314K | 0.28% | 58 |
|
|
2024
Q4 | $3.71M | Buy |
16,892
+276
| +2% | +$60.7K | 0.27% | 60 |
|
|
2024
Q3 | $3.67M | Buy |
16,616
+1,531
| +10% | +$338K | 0.28% | 60 |
|
|
2024
Q2 | $2.61M | Buy |
15,085
+217
| +1% | +$37.5K | 0.22% | 73 |
|
|
2024
Q1 | $2.84M | Sell |
14,868
-497
| -3% | -$94.9K | 0.25% | 68 |
|
|
2023
Q4 | $2.51M | Buy |
15,365
+1,061
| +7% | +$174K | 0.25% | 69 |
|
|
2023
Q3 | $2.01M | Buy |
14,304
+715
| +5% | +$100K | 0.22% | 72 |
|
|
2023
Q2 | $1.82M | Buy |
13,589
+4,336
| +47% | +$580K | 0.19% | 81 |
|
|
2023
Q1 | $1.21M | Buy |
9,253
+1,387
| +18% | +$182K | 0.14% | 117 |
|
|
2022
Q4 | $1.11M | Buy |
7,866
+747
| +10% | +$105K | 0.14% | 121 |
|
|
2022
Q3 | $846K | Sell |
7,119
-6,003
| -46% | -$713K | 0.11% | 121 |
|
|
2022
Q2 | $1.85M | Buy |
13,122
+574
| +5% | +$81.1K | 0.22% | 79 |
|
|
2022
Q1 | $1.67M | Buy |
+12,548
| New | +$1.67M | 0.2% | 76 |
|
|
2021
Q4 | – | Sell |
-12,503
| Closed | -$1.74M | – | 365 |
|
|
2021
Q3 | $1.74M | Buy |
12,503
+717
| +6% | +$99.6K | 0.18% | 87 |
|
|
2021
Q2 | $1.68M | Buy |
11,786
+2,753
| +30% | +$392K | 0.12% | 128 |
|
|
2021
Q1 | $1.2M | Buy |
9,033
+6,681
| +284% | +$891K | 0.14% | 121 |
|
|
2020
Q4 | $296K | Sell |
2,352
-4,661
| -66% | -$587K | 0.04% | 228 |
|
|
2020
Q3 | $853K | Sell |
7,013
-737
| -10% | -$89.6K | 0.16% | 84 |
|
|
2020
Q2 | $936K | Buy |
+7,750
| New | +$936K | 0.21% | 68 |
|
|
2019
Q4 | – | Sell |
-3,835
| Closed | -$558K | – | 236 |
|
|
2019
Q3 | $558K | Sell |
3,835
-6,073
| -61% | -$884K | 0.13% | 103 |
|
|
2019
Q2 | $1.37M | Buy |
9,908
+53
| +0.5% | +$7.31K | 0.32% | 52 |
|
|
2019
Q1 | $1.39M | Buy |
9,855
+4,557
| +86% | +$643K | 0.31% | 47 |
|
|
2018
Q4 | $602K | Sell |
5,298
-1,141
| -18% | -$130K | 0.15% | 99 |
|
|
2018
Q3 | $974K | Buy |
6,439
+4,147
| +181% | +$627K | 0.21% | 88 |
|
|
2018
Q2 | $320K | Sell |
2,292
-97
| -4% | -$13.5K | 0.07% | 221 |
|
|
2018
Q1 | $366K | Buy |
2,389
+252
| +12% | +$38.6K | 0.08% | 222 |
|
|
2017
Q4 | $328K | Sell |
2,137
-1,032
| -33% | -$158K | 0.11% | 176 |
|
|
2017
Q3 | $460K | Buy |
+3,169
| New | +$460K | 0.11% | 168 |
|
|
2014
Q4 | – | Sell |
-1,360
| Closed | -$258K | – | 218 |
|
|
2014
Q3 | $258K | Buy |
1,360
+30
| +2% | +$5.69K | 0.09% | 169 |
|
|
2014
Q2 | $241K | Sell |
1,330
-8
| -0.6% | -$1.45K | 0.09% | 177 |
|
|
2014
Q1 | $258K | Buy |
1,338
+184
| +16% | +$35.5K | 0.1% | 160 |
|
|
2013
Q4 | $216K | Buy |
1,154
+4
| +0.3% | +$749 | 0.11% | 163 |
|
|
2013
Q3 | $213K | Sell |
1,150
-72
| -6% | -$13.3K | 0.12% | 161 |
|
|
2013
Q2 | $233K | Buy |
+1,222
| New | +$233K | 0.16% | 160 |
|