Jones Financial Companies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.2M | Buy |
193,804
+29,265
| +18% | +$8.49M | 0.04% | 128 |
|
|
2025
Q1 | $40.2M | Buy |
164,539
+33,725
| +26% | +$8.24M | 0.04% | 134 |
|
|
2024
Q4 | $28.8M | Buy |
130,814
+29,775
| +29% | +$6.55M | 0.03% | 136 |
|
|
2024
Q3 | $22.3M | Buy |
101,039
+42,327
| +72% | +$9.35M | 0.02% | 126 |
|
|
2024
Q2 | $10.2M | Buy |
58,712
+39,615
| +207% | +$6.85M | 0.01% | 150 |
|
|
2024
Q1 | $3.65M | Buy |
19,097
+2,477
| +15% | +$473K | 0.01% | 160 |
|
|
2023
Q4 | $2.72M | Buy |
16,620
+1,151
| +7% | +$188K | ﹤0.01% | 154 |
|
|
2023
Q3 | $2.17M | Sell |
15,469
-590
| -4% | -$82.8K | ﹤0.01% | 154 |
|
|
2023
Q2 | $2.15M | Sell |
16,059
-1,765
| -10% | -$236K | ﹤0.01% | 157 |
|
|
2023
Q1 | $2.34M | Buy |
17,824
+491
| +3% | +$64.4K | ﹤0.01% | 151 |
|
|
2022
Q4 | $2.44M | Buy |
17,333
+151
| +0.9% | +$21.3K | ﹤0.01% | 151 |
|
|
2022
Q3 | $2.04M | Sell |
17,182
-342
| -2% | -$40.6K | ﹤0.01% | 144 |
|
|
2022
Q2 | $2.47M | Sell |
17,524
-3,351
| -16% | -$473K | ﹤0.01% | 132 |
|
|
2022
Q1 | $2.71M | Buy |
20,875
+958
| +5% | +$125K | ﹤0.01% | 135 |
|
|
2021
Q4 | $2.66M | Buy |
19,917
+2,483
| +14% | +$332K | ﹤0.01% | 132 |
|
|
2021
Q3 | $2.42M | Sell |
17,434
-233
| -1% | -$32.4K | ﹤0.01% | 130 |
|
|
2021
Q2 | $2.59M | Sell |
17,667
-252
| -1% | -$36.9K | ﹤0.01% | 129 |
|
|
2021
Q1 | $2.39M | Buy |
17,919
+2,604
| +17% | +$347K | ﹤0.01% | 131 |
|
|
2020
Q4 | $1.93M | Buy |
15,315
+9,395
| +159% | +$1.18M | ﹤0.01% | 132 |
|
|
2020
Q3 | $720K | Buy |
5,920
+1,383
| +30% | +$168K | ﹤0.01% | 148 |
|
|
2020
Q2 | $548K | Buy |
4,537
+1,225
| +37% | +$148K | ﹤0.01% | 158 |
|
|
2020
Q1 | $367K | Buy |
3,312
+72
| +2% | +$7.98K | ﹤0.01% | 167 |
|
|
2019
Q4 | $435K | Sell |
3,240
-717
| -18% | -$96.3K | ﹤0.01% | 174 |
|
|
2019
Q3 | $575K | Buy |
3,957
+334
| +9% | +$48.5K | ﹤0.01% | 157 |
|
|
2019
Q2 | $499K | Sell |
3,623
-520
| -13% | -$71.6K | ﹤0.01% | 163 |
|
|
2019
Q1 | $585K | Sell |
4,143
-263
| -6% | -$37.1K | ﹤0.01% | 159 |
|
|
2018
Q4 | $501K | Sell |
4,406
-2,677
| -38% | -$304K | ﹤0.01% | 164 |
|
|
2018
Q3 | $1.07M | Sell |
7,083
-1,059
| -13% | -$160K | ﹤0.01% | 141 |
|
|
2018
Q2 | $1.14M | Sell |
8,142
-2,879
| -26% | -$402K | ﹤0.01% | 139 |
|
|
2018
Q1 | $1.69M | Sell |
11,021
-3,092
| -22% | -$474K | ﹤0.01% | 130 |
|
|
2017
Q4 | $2.17M | Sell |
14,113
-3,391
| -19% | -$520K | 0.01% | 127 |
|
|
2017
Q3 | $2.54M | Sell |
17,504
-14,606
| -45% | -$2.12M | 0.01% | 125 |
|
|
2017
Q2 | $4.94M | Sell |
32,110
-11,048
| -26% | -$1.7M | 0.01% | 95 |
|
|
2017
Q1 | $7.52M | Sell |
43,158
-14,095
| -25% | -$2.45M | 0.02% | 72 |
|
|
2016
Q4 | $9.5M | Sell |
57,253
-3,456
| -6% | -$574K | 0.03% | 58 |
|
|
2016
Q3 | $9.64M | Sell |
60,709
-1,242
| -2% | -$197K | 0.04% | 58 |
|
|
2016
Q2 | $9.4M | Buy |
61,951
+4,070
| +7% | +$618K | 0.04% | 57 |
|
|
2016
Q1 | $8.77M | Buy |
57,881
+5,442
| +10% | +$824K | 0.05% | 55 |
|
|
2015
Q4 | $7.22M | Sell |
52,439
-5,259
| -9% | -$724K | 0.04% | 61 |
|
|
2015
Q3 | $8.36M | Sell |
57,698
-7,519
| -12% | -$1.09M | 0.05% | 54 |
|
|
2015
Q2 | $10.6M | Buy |
65,217
+425
| +0.7% | +$69.1K | 0.07% | 43 |
|
|
2015
Q1 | $10.4M | Buy |
64,792
+25,729
| +66% | +$4.13M | 0.07% | 44 |
|
|
2014
Q4 | $6.27M | Sell |
39,063
-22,766
| -37% | -$3.65M | 0.04% | 66 |
|
|
2014
Q3 | $11.7M | Buy |
61,829
+10,485
| +20% | +$1.99M | 0.08% | 31 |
|
|
2014
Q2 | $9.31M | Sell |
51,344
-1,567
| -3% | -$284K | 0.07% | 41 |
|
|
2014
Q1 | $10.2M | Buy |
52,911
+6,955
| +15% | +$1.34M | 0.08% | 36 |
|
|
2013
Q4 | $8.62M | Sell |
45,956
-10,960
| -19% | -$2.06M | 0.08% | 40 |
|
|
2013
Q3 | $10.5M | Buy |
56,916
+4,978
| +10% | +$922K | 0.1% | 29 |
|
|
2013
Q2 | $9.93M | Buy |
+51,938
| New | +$9.93M | 0.11% | 29 |
|