NDSI
Newman Dignan & Sheerar Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
9,601
-589
| -6% | -$174K | 0.65% | 41 |
|
|
2025
Q1 | $2.53M | Sell |
10,190
-90
| -0.9% | -$22.4K | 0.69% | 38 |
|
|
2024
Q4 | $2.26M | Sell |
10,280
-295
| -3% | -$64.8K | 0.58% | 46 |
|
|
2024
Q3 | $2.25M | Buy |
10,575
+421
| +4% | +$89.6K | 0.54% | 48 |
|
|
2024
Q2 | $1.76M | Sell |
10,154
-260
| -2% | -$45K | 0.45% | 55 |
|
|
2024
Q1 | $1.99M | Sell |
10,414
-115
| -1% | -$22K | 0.53% | 52 |
|
|
2023
Q4 | $1.72M | Buy |
10,529
+294
| +3% | +$48.1K | 0.52% | 55 |
|
|
2023
Q3 | $1.44M | Sell |
10,235
-284
| -3% | -$39.8K | 0.47% | 58 |
|
|
2023
Q2 | $1.41M | Buy |
10,519
+15
| +0.1% | +$2.01K | 0.43% | 63 |
|
|
2023
Q1 | $1.38M | Buy |
10,504
+67
| +0.6% | +$8.78K | 0.44% | 64 |
|
|
2022
Q4 | $1.47M | Buy |
10,437
+89
| +0.9% | +$12.5K | 0.49% | 61 |
|
|
2022
Q3 | $1.23K | Buy |
10,348
+97
| +0.9% | +$12 | 0.19% | 67 |
|
|
2022
Q2 | $1.45M | Buy |
10,251
+14
| +0.1% | +$1.98K | 0.49% | 66 |
|
|
2022
Q1 | $1.33K | Buy |
10,237
+138
| +1% | +$18 | 0.26% | 66 |
|
|
2021
Q4 | $1.35M | Sell |
10,099
-59
| -0.6% | -$7.89K | 0.41% | 64 |
|
|
2021
Q3 | $1.41M | Buy |
10,158
+209
| +2% | +$29K | 0.41% | 58 |
|
|
2021
Q2 | $1.46M | Buy |
9,949
+199
| +2% | +$29.2K | 0.49% | 52 |
|
|
2021
Q1 | $1.3M | Sell |
9,750
-427
| -4% | -$56.9K | 0.47% | 59 |
|
|
2020
Q4 | $1.28K | Buy |
10,177
+172
| +2% | +$22 | 0.21% | 56 |
|
|
2020
Q3 | $1.22M | Buy |
10,005
+418
| +4% | +$50.8K | 0.51% | 53 |
|
|
2020
Q2 | $1.18M | Buy |
9,587
+1,592
| +20% | +$196K | 0.51% | 55 |
|
|
2020
Q1 | $949K | Buy |
7,995
+1,038
| +15% | +$123K | 0.5% | 50 |
|
|
2019
Q4 | $933 | Buy |
6,957
+1,653
| +31% | +$222 | 0.1% | 71 |
|
|
2019
Q3 | $771K | Buy |
5,304
+627
| +13% | +$91.1K | 0.36% | 71 |
|
|
2019
Q2 | $645 | Sell |
4,677
-284
| -6% | -$39 | 0.02% | 82 |
|
|
2019
Q1 | $700K | Buy |
4,961
+1
| +0% | +$141 | 0.28% | 76 |
|
|
2018
Q4 | $564 | Buy |
4,960
+905
| +22% | +$103 | 0.05% | 84 |
|
|
2018
Q3 | $604K | Buy |
4,055
+2,115
| +109% | +$315K | 0.26% | 89 |
|
|
2018
Q2 | $271 | Sell |
1,940
-180
| -8% | -$25 | 0.02% | 135 |
|
|
2018
Q1 | $332K | Sell |
2,120
-150
| -7% | -$23.5K | 0.17% | 121 |
|
|
2017
Q4 | $348K | Buy |
2,270
+355
| +19% | +$54.4K | 0.17% | 123 |
|
|
2017
Q3 | $278K | Hold |
1,915
| – | – | 0.15% | 133 |
|
|
2017
Q2 | $295K | Hold |
1,915
| – | – | 0.16% | 124 |
|
|
2017
Q1 | $333 | Sell |
1,915
-100
| -5% | -$17 | 0.15% | 113 |
|
|
2016
Q4 | $335K | Buy |
2,015
+120
| +6% | +$20K | 0.2% | 111 |
|
|
2016
Q3 | $301K | Hold |
1,895
| – | – | 0.19% | 114 |
|
|
2016
Q2 | $288K | Hold |
1,895
| – | – | 0.18% | 121 |
|
|
2016
Q1 | $267K | Buy |
1,895
+125
| +7% | +$17.6K | 0.19% | 114 |
|
|
2015
Q4 | $244K | Sell |
1,770
-7
| -0.4% | -$965 | 0.17% | 125 |
|
|
2015
Q3 | $258K | Hold |
1,777
| – | – | 0.17% | 111 |
|
|
2015
Q2 | $289K | Hold |
1,777
| – | – | 0.21% | 117 |
|
|
2015
Q1 | $285K | Hold |
1,777
| – | – | 0.2% | 116 |
|
|
2014
Q4 | $285 | Sell |
1,777
-1,063
| -37% | -$170 | 0.17% | 116 |
|
|
2014
Q3 | $539K | Sell |
2,840
-370
| -12% | -$70.2K | 0.4% | 72 |
|
|
2014
Q2 | $582 | Sell |
3,210
-11
| -0.3% | -$2 | 0.33% | 74 |
|
|
2014
Q1 | $620K | Sell |
3,221
-27
| -0.8% | -$5.2K | 0.44% | 71 |
|
|
2013
Q4 | $609 | Sell |
3,248
-224
| -6% | -$42 | 0.03% | 73 |
|
|
2013
Q3 | $643K | Sell |
3,472
-73
| -2% | -$13.5K | 0.5% | 65 |
|
|
2013
Q2 | $678 | Buy |
+3,545
| New | +$678 | 0.05% | 59 |
|