NIA
NIA Impact Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Sell |
30,512
-8,861
| -23% | -$2.61M | 3.11% | 5 |
|
|
2025
Q1 | $9.79M | Sell |
39,373
-1,253
| -3% | -$312K | 3.64% | 3 |
|
|
2024
Q4 | $8.93M | Sell |
40,626
-900
| -2% | -$198K | 2.9% | 5 |
|
|
2024
Q3 | $9.18M | Sell |
41,526
-6,201
| -13% | -$1.37M | 3.05% | 4 |
|
|
2024
Q2 | $8.25M | Sell |
47,727
-1,860
| -4% | -$322K | 2.97% | 6 |
|
|
2024
Q1 | $9.47M | Buy |
+49,587
| New | +$9.47M | 3.77% | 2 |
|
|
2023
Q2 | $7.86M | Sell |
54,863
-1,799
| -3% | -$258K | 4.47% | 3 |
|
|
2023
Q1 | $7.43M | Buy |
56,662
+837
| +1% | +$110K | 4.01% | 3 |
|
|
2022
Q4 | $7.87M | Buy |
55,825
+2,296
| +4% | +$323K | 4.57% | 2 |
|
|
2022
Q3 | $6.36M | Sell |
53,529
-727
| -1% | -$86.4K | 3.92% | 3 |
|
|
2022
Q2 | $7.66M | Sell |
54,256
-3,306
| -6% | -$467K | 4.6% | 3 |
|
|
2022
Q1 | $7.48M | Buy |
57,562
+4,830
| +9% | +$628K | 3.63% | 6 |
|
|
2021
Q4 | $7.04M | Sell |
52,732
-5,097
| -9% | -$681K | 3.74% | 8 |
|
|
2021
Q3 | $8.03M | Buy |
57,829
+1,310
| +2% | +$182K | 3.43% | 7 |
|
|
2021
Q2 | $8.29M | Buy |
56,519
+1,697
| +3% | +$249K | 4.04% | 4 |
|
|
2021
Q1 | $7.31M | Buy |
54,822
+8,107
| +17% | +$1.08M | 3.95% | 5 |
|
|
2020
Q4 | $6.03M | Buy |
+46,715
| New | +$6.03M | 3.14% | 10 |
|