Kovack Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
9,512
-1,645
| -15% | -$485K | 0.27% | 75 |
|
|
2025
Q1 | $2.77M | Sell |
11,157
-3,949
| -26% | -$982K | 0.29% | 71 |
|
|
2024
Q4 | $3.32M | Sell |
15,106
-81
| -0.5% | -$17.8K | 0.33% | 59 |
|
|
2024
Q3 | $3.36M | Buy |
15,187
+1,345
| +10% | +$297K | 0.36% | 52 |
|
|
2024
Q2 | $2.39M | Buy |
13,842
+5,190
| +60% | +$898K | 0.26% | 82 |
|
|
2024
Q1 | $1.65M | Buy |
8,652
+2,084
| +32% | +$398K | 0.2% | 104 |
|
|
2023
Q4 | $1.07M | Sell |
6,568
-489
| -7% | -$80K | 0.13% | 159 |
|
|
2023
Q3 | $990K | Buy |
7,057
+198
| +3% | +$27.8K | 0.14% | 149 |
|
|
2023
Q2 | $918K | Sell |
6,859
-444
| -6% | -$59.4K | 0.12% | 165 |
|
|
2023
Q1 | $957K | Buy |
7,303
+222
| +3% | +$29.1K | 0.13% | 156 |
|
|
2022
Q4 | $998K | Sell |
7,081
-885
| -11% | -$125K | 0.15% | 147 |
|
|
2022
Q3 | $946K | Buy |
7,966
+27
| +0.3% | +$3.21K | 0.14% | 157 |
|
|
2022
Q2 | $1.12M | Sell |
7,939
-4,271
| -35% | -$603K | 0.15% | 145 |
|
|
2022
Q1 | $1.59M | Sell |
12,210
-1,718
| -12% | -$223K | 0.16% | 134 |
|
|
2021
Q4 | $1.86M | Buy |
13,928
+1,315
| +10% | +$176K | 0.18% | 131 |
|
|
2021
Q3 | $1.68M | Buy |
12,613
+907
| +8% | +$120K | 0.18% | 138 |
|
|
2021
Q2 | $1.64M | Sell |
11,706
-939
| -7% | -$132K | 0.19% | 136 |
|
|
2021
Q1 | $1.61M | Buy |
12,645
+8,572
| +210% | +$1.09M | 0.21% | 126 |
|
|
2020
Q4 | $490K | Buy |
4,073
+534
| +15% | +$64.2K | 0.07% | 284 |
|
|
2020
Q3 | $412K | Buy |
3,539
+120
| +4% | +$14K | 0.07% | 268 |
|
|
2020
Q2 | $395K | Buy |
3,419
+506
| +17% | +$58.5K | 0.08% | 260 |
|
|
2020
Q1 | $309K | Sell |
2,913
-1,158
| -28% | -$123K | 0.07% | 282 |
|
|
2019
Q4 | $527K | Buy |
4,071
+39
| +1% | +$5.05K | 0.09% | 241 |
|
|
2019
Q3 | $561K | Sell |
4,032
-322
| -7% | -$44.8K | 0.12% | 204 |
|
|
2019
Q2 | $574K | Sell |
4,354
-493
| -10% | -$65K | 0.13% | 188 |
|
|
2019
Q1 | $654K | Sell |
4,847
-666
| -12% | -$89.9K | 0.16% | 154 |
|
|
2018
Q4 | $599K | Buy |
5,513
+1,425
| +35% | +$155K | 0.18% | 140 |
|
|
2018
Q3 | $591K | Buy |
4,088
+40
| +1% | +$5.78K | 0.15% | 166 |
|
|
2018
Q2 | $541K | Sell |
4,048
-1,422
| -26% | -$190K | 0.15% | 163 |
|
|
2018
Q1 | $802K | Buy |
5,470
+497
| +10% | +$72.9K | 0.2% | 125 |
|
|
2017
Q4 | $729K | Sell |
4,973
-1,290
| -21% | -$189K | 0.18% | 134 |
|
|
2017
Q3 | $869K | Buy |
6,263
+1,760
| +39% | +$244K | 0.29% | 87 |
|
|
2017
Q2 | $662K | Buy |
4,503
+1,931
| +75% | +$284K | 0.21% | 114 |
|
|
2017
Q1 | $428K | Sell |
2,572
-858
| -25% | -$143K | 0.17% | 144 |
|
|
2016
Q4 | $544K | Sell |
3,430
-1,670
| -33% | -$265K | 0.26% | 92 |
|
|
2016
Q3 | $774K | Sell |
5,100
-160
| -3% | -$24.3K | 0.38% | 67 |
|
|
2016
Q2 | $763K | Buy |
5,260
+1,242
| +31% | +$180K | 0.4% | 59 |
|
|
2016
Q1 | $582K | Buy |
4,018
+962
| +31% | +$139K | 0.36% | 78 |
|
|
2015
Q4 | $402K | Buy |
3,056
+138
| +5% | +$18.2K | 0.27% | 107 |
|
|
2015
Q3 | $404K | Buy |
2,918
+374
| +15% | +$51.8K | 0.28% | 96 |
|
|
2015
Q2 | $396K | Buy |
2,544
+285
| +13% | +$44.4K | 0.28% | 91 |
|
|
2015
Q1 | $347K | Buy |
2,259
+285
| +14% | +$43.8K | 0.29% | 94 |
|
|
2014
Q4 | $303K | Sell |
1,974
-13
| -0.7% | -$2K | 0.31% | 84 |
|
|
2014
Q3 | $361K | Buy |
1,987
+832
| +72% | +$151K | 0.53% | 36 |
|
|
2014
Q2 | $200K | Sell |
1,155
-163
| -12% | -$28.2K | 0.29% | 87 |
|
|
2014
Q1 | $223K | Hold |
1,318
| – | – | 0.76% | 43 |
|
|
2013
Q4 | $236K | Buy |
1,318
+32
| +2% | +$5.73K | 1.28% | 31 |
|
|
2013
Q3 | $228K | Buy |
1,286
+64
| +5% | +$11.3K | 1.17% | 28 |
|
|
2013
Q2 | $223K | Buy |
+1,222
| New | +$223K | 1.31% | 34 |
|