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NewEdge Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.6M | Buy |
320,768
+20,884
| +7% | +$6.16M | 0.49% | 31 |
|
|
2025
Q1 | $74.6M | Buy |
299,884
+24,860
| +9% | +$6.18M | 0.44% | 39 |
|
|
2024
Q4 | $60.5M | Buy |
275,024
+158,670
| +136% | +$34.9M | 0.36% | 52 |
|
|
2024
Q3 | $25.7M | Buy |
116,354
+8,830
| +8% | +$1.95M | 0.17% | 129 |
|
|
2024
Q2 | $18.6M | Buy |
107,524
+25,401
| +31% | +$4.39M | 0.14% | 154 |
|
|
2024
Q1 | $15.7M | Buy |
82,123
+11,126
| +16% | +$2.12M | 0.14% | 160 |
|
|
2023
Q4 | $11.9M | Buy |
70,997
+19,028
| +37% | +$3.19M | 0.11% | 186 |
|
|
2023
Q3 | $7.29M | Buy |
51,969
+5,630
| +12% | +$790K | 0.08% | 246 |
|
|
2023
Q2 | $6.2M | Buy |
46,339
+97
| +0.2% | +$13K | 0.07% | 277 |
|
|
2023
Q1 | $5.93M | Sell |
46,242
-2,129
| -4% | -$273K | 0.07% | 262 |
|
|
2022
Q4 | $3.83M | Buy |
48,371
+8,849
| +22% | +$701K | 0.1% | 216 |
|
|
2022
Q3 | $4.7M | Sell |
39,522
-5,160
| -12% | -$613K | 0.08% | 248 |
|
|
2022
Q2 | $6.31M | Buy |
44,682
+7,909
| +22% | +$1.12M | 0.1% | 193 |
|
|
2022
Q1 | $4.78M | Sell |
36,773
-82
| -0.2% | -$10.7K | 0.08% | 246 |
|
|
2021
Q4 | $4.93M | Buy |
36,855
+23,256
| +171% | +$3.11M | 0.07% | 246 |
|
|
2021
Q3 | $1.89M | Buy |
13,599
+985
| +8% | +$137K | 0.05% | 334 |
|
|
2021
Q2 | $1.85M | Buy |
12,614
+145
| +1% | +$21.3K | 0.05% | 331 |
|
|
2021
Q1 | $1.66M | Buy |
12,469
+10
| +0.1% | +$1.33K | 0.05% | 324 |
|
|
2020
Q4 | $1.57M | Sell |
12,459
-21,745
| -64% | -$2.74M | 0.05% | 300 |
|
|
2020
Q3 | $4.16M | Sell |
34,204
-1,907
| -5% | -$232K | 0.14% | 148 |
|
|
2020
Q2 | $4.36M | Buy |
36,111
+11,545
| +47% | +$1.39M | 0.17% | 125 |
|
|
2020
Q1 | $2.73M | Sell |
24,566
-5,873
| -19% | -$651K | 0.13% | 151 |
|
|
2019
Q4 | $4.08M | Buy |
30,439
+8,851
| +41% | +$1.19M | 0.16% | 146 |
|
|
2019
Q3 | $2.93M | Buy |
21,588
+17,690
| +454% | +$2.4M | 0.13% | 159 |
|
|
2019
Q2 | $537K | Buy |
3,898
+117
| +3% | +$16.1K | 0.03% | 382 |
|
|
2019
Q1 | $533K | Sell |
3,781
-119
| -3% | -$16.8K | 0.03% | 381 |
|
|
2018
Q4 | $443 | Sell |
3,900
-1,488
| -28% | -$169 | 0.03% | 397 |
|
|
2018
Q3 | $815K | Sell |
5,388
-443
| -8% | -$67K | 0.06% | 264 |
|
|
2018
Q2 | $816 | Buy |
5,831
+83
| +1% | +$12 | 0.07% | 232 |
|
|
2018
Q1 | $863K | Buy |
5,748
+505
| +10% | +$75.8K | 0.1% | 197 |
|
|
2017
Q4 | $857K | Buy |
5,243
+1,134
| +28% | +$185K | 0.12% | 182 |
|
|
2017
Q3 | $605K | Sell |
4,109
-1,866
| -31% | -$275K | 0.09% | 191 |
|
|
2017
Q2 | $917K | Buy |
5,975
+4,039
| +209% | +$620K | 0.16% | 146 |
|
|
2017
Q1 | $337K | Sell |
1,936
-148
| -7% | -$25.8K | 0.08% | 193 |
|
|
2016
Q4 | $354K | Sell |
2,084
-121
| -5% | -$20.6K | 0.1% | 176 |
|
|
2016
Q3 | $350K | Buy |
2,205
+169
| +8% | +$26.8K | 0.11% | 150 |
|
|
2016
Q2 | $309K | Buy |
+2,036
| New | +$309K | 0.13% | 126 |
|
|
2015
Q1 | – | Sell |
-4,953
| Closed | -$795K | – | 68 |
|
|
2014
Q4 | $795K | Buy |
+4,953
| New | +$795K | 0.62% | 41 |
|