JNBA Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.9K | Hold |
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|
2025
Q1 | $75.8K | Sell |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $83K | Hold |
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|
2024
Q1 | $91.7K | Hold |
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|
2023
Q4 | $78.5K | Sell |
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|
2023
Q3 | $81.4K | Hold |
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|
2023
Q2 | $77.6K | Hold |
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|
2023
Q1 | $76.1K | Hold |
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|
2022
Q4 | $81.7K | Hold |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $111K | Buy |
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|
2021
Q3 | $99K | Hold |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $108K | Sell |
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|
2020
Q4 | $108K | Sell |
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|
2020
Q3 | $108K | Hold |
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|
2020
Q2 | $107K | Sell |
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|
2020
Q1 | $100K | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $229K | Buy |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $4.12M | Buy |
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|
2018
Q2 | $307K | Sell |
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|
2018
Q1 | $348K | Sell |
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|
2017
Q4 | $357K | Buy |
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|
2017
Q3 | $331K | Hold |
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|
2017
Q2 | $351K | Hold |
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|
2017
Q1 | $397K | Sell |
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|
2016
Q4 | $410K | Sell |
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|
2016
Q3 | $1.53M | Buy |
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|
2016
Q2 | $343K | Sell |
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|
2016
Q1 | $398K | Buy |
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|
2015
Q4 | $360K | Buy |
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|
2015
Q3 | $378K | Buy |
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|
2015
Q2 | $420K | Hold |
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|
2015
Q1 | $415K | Sell |
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|
2014
Q4 | $470K | Sell |
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|
2014
Q3 | $560K | Buy |
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|
2014
Q2 | $533K | Hold |
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|
2014
Q1 | $566K | Buy |
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|
2013
Q4 | $550K | Buy |
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|
2013
Q3 | $518K | Buy |
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|
2013
Q2 | $519K | Buy |
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