JIC
Joel Isaacson & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
18,889
+1,130
| +6% | +$333K | 0.23% | 50 |
|
|
2025
Q1 | $4.42M | Buy |
17,759
+775
| +5% | +$193K | 0.2% | 54 |
|
|
2024
Q4 | $3.73M | Buy |
16,984
+390
| +2% | +$85.7K | 0.17% | 56 |
|
|
2024
Q3 | $3.67M | Buy |
16,594
+9
| +0.1% | +$1.99K | 0.17% | 57 |
|
|
2024
Q2 | $2.87M | Buy |
16,585
+754
| +5% | +$130K | 0.15% | 66 |
|
|
2024
Q1 | $3.02M | Buy |
15,831
+2,232
| +16% | +$426K | 0.17% | 60 |
|
|
2023
Q4 | $2.22M | Buy |
13,599
+222
| +2% | +$36.3K | 0.14% | 72 |
|
|
2023
Q3 | $1.88M | Sell |
13,377
-42
| -0.3% | -$5.89K | 0.13% | 74 |
|
|
2023
Q2 | $1.8M | Buy |
13,419
+137
| +1% | +$18.3K | 0.12% | 80 |
|
|
2023
Q1 | $1.74M | Buy |
13,282
+111
| +0.8% | +$14.6K | 0.13% | 77 |
|
|
2022
Q4 | $1.86M | Buy |
13,171
+1,003
| +8% | +$141K | 0.14% | 72 |
|
|
2022
Q3 | $1.45M | Buy |
12,168
+2,179
| +22% | +$259K | 0.12% | 80 |
|
|
2022
Q2 | $1.41M | Buy |
9,989
+930
| +10% | +$131K | 0.12% | 79 |
|
|
2022
Q1 | $1.14M | Buy |
9,059
+81
| +0.9% | +$10.2K | 0.08% | 102 |
|
|
2021
Q4 | $1.2M | Sell |
8,978
-120
| -1% | -$16K | 0.08% | 108 |
|
|
2021
Q3 | $1.26M | Buy |
9,098
+2,547
| +39% | +$354K | 0.1% | 98 |
|
|
2021
Q2 | $960K | Sell |
6,551
-666
| -9% | -$97.6K | 0.07% | 109 |
|
|
2021
Q1 | $962K | Sell |
7,217
-1,956
| -21% | -$261K | 0.08% | 97 |
|
|
2020
Q4 | $1.16M | Sell |
9,173
-305
| -3% | -$38.4K | 0.11% | 81 |
|
|
2020
Q3 | $1.15M | Sell |
9,478
-427
| -4% | -$51.9K | 0.15% | 75 |
|
|
2020
Q2 | $1.2M | Sell |
9,905
-474
| -5% | -$57.2K | 0.17% | 66 |
|
|
2020
Q1 | $1.15M | Sell |
10,379
-381
| -4% | -$42.3K | 0.2% | 57 |
|
|
2019
Q4 | $1.44M | Buy |
10,760
+15
| +0.1% | +$2.01K | 0.19% | 54 |
|
|
2019
Q3 | $1.56M | Sell |
10,745
-822
| -7% | -$120K | 0.22% | 44 |
|
|
2019
Q2 | $1.6M | Buy |
11,567
+539
| +5% | +$74.3K | 0.23% | 48 |
|
|
2019
Q1 | $1.56M | Sell |
11,028
-39
| -0.4% | -$5.5K | 0.23% | 53 |
|
|
2018
Q4 | $1.34M | Buy |
11,067
+816
| +8% | +$99.1K | 0.21% | 55 |
|
|
2018
Q3 | $1.55M | Buy |
10,251
+9
| +0.1% | +$1.36K | 0.24% | 42 |
|
|
2018
Q2 | $1.43M | Sell |
10,242
-415
| -4% | -$58K | 0.24% | 42 |
|
|
2018
Q1 | $1.64M | Buy |
10,657
+207
| +2% | +$31.8K | 0.29% | 37 |
|
|
2017
Q4 | $1.6M | Buy |
10,450
+119
| +1% | +$18.3K | 0.28% | 40 |
|
|
2017
Q3 | $1.5M | Sell |
10,331
-1,408
| -12% | -$204K | 0.27% | 40 |
|
|
2017
Q2 | $1.81M | Sell |
11,739
-405
| -3% | -$62.3K | 0.34% | 34 |
|
|
2017
Q1 | $2.12M | Sell |
12,144
-64
| -0.5% | -$11.1K | 0.41% | 29 |
|
|
2016
Q4 | $2.03M | Buy |
12,208
+8
| +0.1% | +$1.33K | 0.41% | 30 |
|
|
2016
Q3 | $1.94M | Buy |
12,200
+128
| +1% | +$20.3K | 0.4% | 26 |
|
|
2016
Q2 | $1.83M | Sell |
12,072
-214
| -2% | -$32.5K | 0.39% | 26 |
|
|
2016
Q1 | $1.86M | Buy |
12,286
+411
| +3% | +$62.3K | 0.41% | 27 |
|
|
2015
Q4 | $1.63M | Sell |
11,875
-1,816
| -13% | -$250K | 0.4% | 34 |
|
|
2015
Q3 | $1.99M | Sell |
13,691
-939
| -6% | -$136K | 0.53% | 21 |
|
|
2015
Q2 | $2.38M | Sell |
14,630
-689
| -4% | -$112K | 0.61% | 18 |
|
|
2015
Q1 | $2.46M | Buy |
15,319
+812
| +6% | +$130K | 0.62% | 20 |
|
|
2014
Q4 | $2.33M | Sell |
14,507
-185
| -1% | -$29.7K | 0.63% | 19 |
|
|
2014
Q3 | $2.79M | Buy |
14,692
+997
| +7% | +$189K | 0.85% | 15 |
|
|
2014
Q2 | $2.48M | Sell |
13,695
-1,368
| -9% | -$248K | 0.78% | 19 |
|
|
2014
Q1 | $2.9M | Buy |
15,063
+835
| +6% | +$161K | 0.97% | 15 |
|
|
2013
Q4 | $2.67M | Sell |
14,228
-182
| -1% | -$34.1K | 0.97% | 17 |
|
|
2013
Q3 | $2.67M | Buy |
14,410
+2,026
| +16% | +$375K | 1.09% | 13 |
|
|
2013
Q2 | $2.37M | Buy |
+12,384
| New | +$2.37M | 1.11% | 12 |
|