JBA
Johnson Bixby & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
1,208
+39
| +3% | +$11.5K | 0.05% | 84 |
|
|
2025
Q1 | $291K | Sell |
1,169
-40
| -3% | -$9.95K | 0.04% | 93 |
|
|
2024
Q4 | $266K | Sell |
1,209
-12
| -1% | -$2.64K | 0.04% | 99 |
|
|
2024
Q3 | $270K | Hold |
1,221
| – | – | 0.04% | 97 |
|
|
2024
Q2 | $211K | Sell |
1,221
-2
| -0.2% | -$346 | 0.04% | 105 |
|
|
2024
Q1 | $234K | Hold |
1,223
| – | – | 0.04% | 99 |
|
|
2023
Q4 | $200K | Buy |
+1,223
| New | +$200K | 0.04% | 108 |
|
|
2022
Q3 | – | Sell |
-1,509
| Closed | -$213K | – | 98 |
|
|
2022
Q2 | $213K | Buy |
+1,509
| New | +$213K | 0.05% | 96 |
|
|
2022
Q1 | – | Sell |
-1,509
| Closed | -$202K | – | 93 |
|
|
2021
Q4 | $202K | Hold |
1,509
| – | – | 0.05% | 83 |
|
|
2021
Q3 | $210K | Hold |
1,509
| – | – | 0.06% | 77 |
|
|
2021
Q2 | $210K | Hold |
1,509
| – | – | 0.06% | 79 |
|
|
2021
Q1 | $201K | Sell |
1,509
-133
| -8% | -$17.7K | 0.06% | 77 |
|
|
2020
Q4 | $207K | Buy |
+1,642
| New | +$207K | 0.07% | 73 |
|