JFA
JNBA Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.9K | Hold |
305
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $75.8K | Sell |
305
-203
| -40% | -$50.5K | 0.01% | 243 |
|
|
2024
Q4 | $112K | Buy |
508
+53
| +12% | +$11.7K | 0.01% | 208 |
|
|
2024
Q3 | $101K | Sell |
455
-25
| -5% | -$5.53K | 0.01% | 221 |
|
|
2024
Q2 | $83.1K | Hold |
480
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $91.7K | Hold |
480
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $78.5K | Sell |
480
-100
| -17% | -$16.4K | 0.01% | 249 |
|
|
2023
Q3 | $81.4K | Hold |
580
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $77.6K | Hold |
580
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $76.1K | Hold |
580
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $81.7K | Hold |
580
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $69K | Hold |
580
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $82K | Sell |
580
-100
| -15% | -$14.1K | 0.01% | 238 |
|
|
2022
Q1 | $88K | Sell |
680
-154
| -18% | -$19.9K | 0.01% | 234 |
|
|
2021
Q4 | $111K | Buy |
834
+123
| +17% | +$16.4K | 0.01% | 226 |
|
|
2021
Q3 | $99K | Hold |
711
| – | – | 0.01% | 228 |
|
|
2021
Q2 | $104K | Sell |
711
-100
| -12% | -$14.6K | 0.01% | 223 |
|
|
2021
Q1 | $108K | Sell |
811
-50
| -6% | -$6.66K | 0.02% | 215 |
|
|
2020
Q4 | $108K | Sell |
861
-24
| -3% | -$3.01K | 0.02% | 203 |
|
|
2020
Q3 | $108K | Hold |
885
| – | – | 0.02% | 191 |
|
|
2020
Q2 | $107K | Sell |
885
-19
| -2% | -$2.3K | 0.02% | 182 |
|
|
2020
Q1 | $100K | Sell |
904
-1,200
| -57% | -$133K | 0.02% | 177 |
|
|
2019
Q4 | $282K | Sell |
2,104
-13
| -0.6% | -$1.74K | 0.05% | 131 |
|
|
2019
Q3 | $308K | Buy |
2,117
+459
| +28% | +$66.8K | 0.06% | 115 |
|
|
2019
Q2 | $229K | Buy |
1,658
+10
| +0.6% | +$1.38K | 0.05% | 145 |
|
|
2019
Q1 | $233K | Sell |
1,648
-150
| -8% | -$21.2K | 0.05% | 135 |
|
|
2018
Q4 | $204K | Sell |
1,798
-25,429
| -93% | -$2.89M | 0.05% | 127 |
|
|
2018
Q3 | $4.12M | Buy |
27,227
+25,029
| +1,139% | +$3.78M | 1.85% | 12 |
|
|
2018
Q2 | $307K | Sell |
2,198
-69
| -3% | -$9.64K | 0.06% | 108 |
|
|
2018
Q1 | $348K | Sell |
2,267
-60
| -3% | -$9.21K | 0.07% | 98 |
|
|
2017
Q4 | $357K | Buy |
2,327
+46
| +2% | +$7.06K | 0.08% | 96 |
|
|
2017
Q3 | $331K | Hold |
2,281
| – | – | 0.07% | 95 |
|
|
2017
Q2 | $351K | Hold |
2,281
| – | – | 0.08% | 91 |
|
|
2017
Q1 | $397K | Sell |
2,281
-187
| -8% | -$32.5K | 0.09% | 82 |
|
|
2016
Q4 | $410K | Sell |
2,468
-7,158
| -74% | -$1.19M | 0.1% | 78 |
|
|
2016
Q3 | $1.53M | Buy |
9,626
+7,367
| +326% | +$1.17M | 0.22% | 38 |
|
|
2016
Q2 | $343K | Sell |
2,259
-366
| -14% | -$55.6K | 0.1% | 79 |
|
|
2016
Q1 | $398K | Buy |
2,625
+12
| +0.5% | +$1.82K | 0.14% | 65 |
|
|
2015
Q4 | $360K | Buy |
2,613
+6
| +0.2% | +$827 | 0.14% | 71 |
|
|
2015
Q3 | $378K | Buy |
2,607
+24
| +0.9% | +$3.48K | 0.16% | 62 |
|
|
2015
Q2 | $420K | Hold |
2,583
| – | – | 0.16% | 59 |
|
|
2015
Q1 | $415K | Sell |
2,583
-343
| -12% | -$55.1K | 0.16% | 63 |
|
|
2014
Q4 | $470K | Sell |
2,926
-25
| -0.8% | -$4.02K | 0.19% | 58 |
|
|
2014
Q3 | $560K | Buy |
2,951
+12
| +0.4% | +$2.28K | 0.25% | 47 |
|
|
2014
Q2 | $533K | Hold |
2,939
| – | – | 0.26% | 50 |
|
|
2014
Q1 | $566K | Buy |
2,939
+8
| +0.3% | +$1.54K | 0.3% | 45 |
|
|
2013
Q4 | $550K | Buy |
2,931
+135
| +5% | +$25.3K | 0.3% | 46 |
|
|
2013
Q3 | $518K | Buy |
2,796
+83
| +3% | +$15.4K | 0.32% | 42 |
|
|
2013
Q2 | $519K | Buy |
+2,713
| New | +$519K | 0.36% | 42 |
|