Laurie J. Hall Trustee’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.79M | Sell |
29,808
-150
| -0.5% | -$44.2K | 2.91% | 7 |
|
|
2025
Q1 | $7.45M | Sell |
29,958
-871
| -3% | -$217K | 2.66% | 8 |
|
|
2024
Q4 | $6.78M | Buy |
30,829
+50
| +0.2% | +$11K | 2.22% | 10 |
|
|
2024
Q3 | $6.81M | Buy |
30,779
+2,185
| +8% | +$483K | 2.16% | 12 |
|
|
2024
Q2 | $4.95M | Buy |
28,594
+283
| +1% | +$48.9K | 1.72% | 18 |
|
|
2024
Q1 | $5.41M | Buy |
28,311
+933
| +3% | +$178K | 1.9% | 15 |
|
|
2023
Q4 | $4.48M | Buy |
27,378
+4,055
| +17% | +$663K | 1.72% | 21 |
|
|
2023
Q3 | $3.27M | Buy |
23,323
+2,390
| +11% | +$335K | 1.39% | 25 |
|
|
2023
Q2 | $2.8M | Buy |
20,933
+2,565
| +14% | +$343K | 1.11% | 33 |
|
|
2023
Q1 | $2.41M | Buy |
18,368
+4,035
| +28% | +$529K | 1.03% | 37 |
|
|
2022
Q4 | $2.02M | Buy |
14,333
+25
| +0.2% | +$3.52K | 0.91% | 39 |
|
|
2022
Q3 | $1.7M | Buy |
14,308
+12,100
| +548% | +$1.44M | 0.84% | 39 |
|
|
2022
Q2 | $312K | Hold |
2,208
| – | – | 0.15% | 84 |
|
|
2022
Q1 | $288K | Buy |
2,208
+1,700
| +335% | +$222K | 0.11% | 94 |
|
|
2021
Q4 | $68K | Sell |
508
-128
| -20% | -$17.1K | 0.02% | 174 |
|
|
2021
Q3 | $85K | Hold |
636
| – | – | 0.03% | 163 |
|
|
2021
Q2 | $89K | Hold |
636
| – | – | 0.03% | 161 |
|
|
2021
Q1 | $81K | Sell |
636
-256
| -29% | -$32.6K | 0.03% | 168 |
|
|
2020
Q4 | $108K | Sell |
892
-79
| -8% | -$9.57K | 0.04% | 145 |
|
|
2020
Q3 | $113K | Buy |
+971
| New | +$113K | 0.05% | 130 |
|
|
2019
Q4 | $144K | Sell |
1,128
-156
| -12% | -$19.9K | 0.07% | 124 |
|
|
2019
Q3 | $179K | Hold |
1,284
| – | – | 0.09% | 112 |
|
|
2019
Q2 | $170K | Hold |
1,284
| – | – | 0.09% | 117 |
|
|
2019
Q1 | $173K | Sell |
1,284
-361
| -22% | -$48.6K | 0.09% | 115 |
|
|
2018
Q4 | $214K | Hold |
1,645
| – | – | 0.12% | 99 |
|
|
2018
Q3 | $238K | Hold |
1,645
| – | – | 0.13% | 98 |
|
|
2018
Q2 | $220K | Buy |
1,645
+157
| +11% | +$21K | 0.13% | 94 |
|
|
2018
Q1 | $218K | Sell |
1,488
-419
| -22% | -$61.4K | 0.13% | 91 |
|
|
2017
Q4 | $280K | Hold |
1,907
| – | – | 0.16% | 84 |
|
|
2017
Q3 | $264K | Hold |
1,907
| – | – | 0.16% | 77 |
|
|
2017
Q2 | $280K | Sell |
1,907
-523
| -22% | -$76.9K | 0.18% | 78 |
|
|
2017
Q1 | $402K | Sell |
2,430
-104
| -4% | -$17.2K | 0.26% | 64 |
|
|
2016
Q4 | $411K | Buy |
+2,534
| New | +$411K | 0.26% | 65 |
|
|
2016
Q2 | $565K | Sell |
3,801
-1,752
| -32% | -$260K | 0.37% | 56 |
|
|
2016
Q1 | $789K | Sell |
5,553
-683
| -11% | -$97K | 0.5% | 49 |
|
|
2015
Q4 | $732K | Buy |
6,236
+2,510
| +67% | +$295K | 0.53% | 45 |
|
|
2015
Q3 | $516K | Buy |
3,726
+218
| +6% | +$30.2K | 0.41% | 49 |
|
|
2015
Q2 | $546K | Buy |
3,508
+246
| +8% | +$38.3K | 0.4% | 54 |
|
|
2015
Q1 | $501K | Sell |
3,262
-27
| -0.8% | -$4.15K | 0.37% | 56 |
|
|
2014
Q4 | $504K | Sell |
3,289
-209
| -6% | -$32K | 0.36% | 56 |
|
|
2014
Q3 | $635K | Sell |
3,498
-172
| -5% | -$31.2K | 0.48% | 50 |
|
|
2014
Q2 | $636K | Hold |
3,670
| – | – | 0.48% | 51 |
|
|
2014
Q1 | $675K | Sell |
3,670
-168
| -4% | -$30.9K | 0.52% | 47 |
|
|
2013
Q4 | $688K | Buy |
3,838
+53
| +1% | +$9.5K | 0.53% | 46 |
|
|
2013
Q3 | $670K | Hold |
3,785
| – | – | 0.56% | 45 |
|
|
2013
Q2 | $692K | Buy |
+3,785
| New | +$692K | 0.61% | 42 |
|