Nadler Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
2,015
-568
| -22% | -$167K | 0.06% | 69 |
|
|
2025
Q1 | $642K | Buy |
2,583
+568
| +28% | +$141K | 0.07% | 63 |
|
|
2024
Q4 | $443K | Hold |
2,015
| – | – | 0.05% | 78 |
|
|
2024
Q3 | $445K | Hold |
2,015
| – | – | 0.05% | 74 |
|
|
2024
Q2 | $348K | Sell |
2,015
-95
| -5% | -$16.4K | 0.04% | 78 |
|
|
2024
Q1 | $403K | Buy |
2,110
+36
| +2% | +$6.88K | 0.05% | 72 |
|
|
2023
Q4 | $339K | Hold |
2,074
| – | – | 0.05% | 78 |
|
|
2023
Q3 | $291K | Hold |
2,074
| – | – | 0.04% | 82 |
|
|
2023
Q2 | $278K | Sell |
2,074
-100
| -5% | -$13.4K | 0.04% | 86 |
|
|
2023
Q1 | $285K | Buy |
2,174
+100
| +5% | +$13.1K | 0.05% | 85 |
|
|
2022
Q4 | $292K | Hold |
2,074
| – | – | 0.05% | 83 |
|
|
2022
Q3 | $246K | Hold |
2,074
| – | – | 0.05% | 86 |
|
|
2022
Q2 | $293K | Sell |
2,074
-6
| -0.3% | -$848 | 0.05% | 82 |
|
|
2022
Q1 | $270K | Buy |
2,080
+39
| +2% | +$5.06K | 0.04% | 92 |
|
|
2021
Q4 | $273K | Buy |
2,041
+91
| +5% | +$12.2K | 0.04% | 103 |
|
|
2021
Q3 | $259K | Buy |
1,950
+2
| +0.1% | +$266 | 0.04% | 98 |
|
|
2021
Q2 | $273K | Sell |
1,948
-27
| -1% | -$3.78K | 0.04% | 103 |
|
|
2021
Q1 | $252K | Buy |
1,975
+267
| +16% | +$34.1K | 0.05% | 102 |
|
|
2020
Q4 | $206K | Sell |
1,708
-164
| -9% | -$19.8K | 0.04% | 105 |
|
|
2020
Q3 | $218K | Sell |
1,872
-96
| -5% | -$11.2K | 0.05% | 94 |
|
|
2020
Q2 | $227K | Buy |
+1,968
| New | +$227K | 0.06% | 85 |
|
|
2020
Q1 | – | Sell |
-1,738
| Closed | -$223K | – | 96 |
|
|
2019
Q4 | $223K | Sell |
1,738
-188
| -10% | -$24.1K | 0.06% | 90 |
|
|
2019
Q3 | $268K | Buy |
1,926
+6
| +0.3% | +$835 | 0.07% | 69 |
|
|
2019
Q2 | $253K | Sell |
1,920
-75
| -4% | -$9.88K | 0.07% | 70 |
|
|
2019
Q1 | $269K | Buy |
1,995
+16
| +0.8% | +$2.16K | 0.09% | 68 |
|
|
2018
Q4 | $215K | Buy |
1,979
+7
| +0.4% | +$760 | 0.07% | 75 |
|
|
2018
Q3 | $285K | Sell |
1,972
-280
| -12% | -$40.5K | 0.08% | 70 |
|
|
2018
Q2 | $301K | Sell |
2,252
-442
| -16% | -$59.1K | 0.09% | 67 |
|
|
2018
Q1 | $395K | Buy |
2,694
+427
| +19% | +$62.6K | 0.12% | 52 |
|
|
2017
Q4 | $332K | Buy |
2,267
+7
| +0.3% | +$1.03K | 0.1% | 66 |
|
|
2017
Q3 | $313K | Sell |
2,260
-202
| -8% | -$28K | 0.1% | 64 |
|
|
2017
Q2 | $362K | Sell |
2,462
-252
| -9% | -$37.1K | 0.12% | 53 |
|
|
2017
Q1 | $452K | Buy |
2,714
+334
| +14% | +$55.6K | 0.16% | 49 |
|
|
2016
Q4 | $378K | Buy |
2,380
+39
| +2% | +$6.19K | 0.14% | 56 |
|
|
2016
Q3 | $356K | Sell |
2,341
-5
| -0.2% | -$760 | 0.14% | 55 |
|
|
2016
Q2 | $340K | Buy |
2,346
+8
| +0.3% | +$1.16K | 0.14% | 55 |
|
|
2016
Q1 | $339K | Sell |
2,338
-244
| -9% | -$35.4K | 0.15% | 57 |
|
|
2015
Q4 | $340K | Sell |
2,582
-538
| -17% | -$70.8K | 0.15% | 57 |
|
|
2015
Q3 | $432K | Sell |
3,120
-378
| -11% | -$52.3K | 0.22% | 44 |
|
|
2015
Q2 | $544K | Buy |
3,498
+6
| +0.2% | +$933 | 0.26% | 37 |
|
|
2015
Q1 | $536K | Sell |
3,492
-579
| -14% | -$88.9K | 0.26% | 34 |
|
|
2014
Q4 | $624K | Sell |
4,071
-929
| -19% | -$142K | 0.32% | 31 |
|
|
2014
Q3 | $907K | Sell |
5,000
-367
| -7% | -$66.6K | 0.54% | 22 |
|
|
2014
Q2 | $930K | Sell |
5,367
-80
| -1% | -$13.9K | 0.58% | 20 |
|
|
2014
Q1 | $1M | Sell |
5,447
-276
| -5% | -$50.8K | 0.67% | 19 |
|
|
2013
Q4 | $1.03M | Sell |
5,723
-920
| -14% | -$165K | 0.66% | 18 |
|
|
2013
Q3 | $1.18M | Sell |
6,643
-484
| -7% | -$85.7K | 0.85% | 18 |
|
|
2013
Q2 | $1.3M | Buy |
+7,127
| New | +$1.3M | 0.92% | 14 |
|