NHC
Nicholas Hoffman & Company’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
10,399
+646
| +7% | +$190K | 0.08% | 54 |
|
|
2025
Q1 | $2.43M | Sell |
9,753
-1,563
| -14% | -$389K | 0.09% | 60 |
|
|
2024
Q4 | $2.49M | Sell |
11,316
-256
| -2% | -$56.3K | 0.1% | 57 |
|
|
2024
Q3 | $2.56M | Sell |
11,572
-16
| -0.1% | -$3.54K | 0.11% | 55 |
|
|
2024
Q2 | $2M | Buy |
11,588
+501
| +5% | +$86.6K | 0.09% | 64 |
|
|
2024
Q1 | $2.12M | Sell |
11,087
-1,070
| -9% | -$204K | 0.11% | 63 |
|
|
2023
Q4 | $1.99M | Sell |
12,157
-835
| -6% | -$137K | 0.12% | 63 |
|
|
2023
Q3 | $1.82M | Buy |
12,992
+3
| +0% | +$421 | 0.13% | 65 |
|
|
2023
Q2 | $1.74M | Sell |
12,989
-831
| -6% | -$111K | 0.07% | 70 |
|
|
2023
Q1 | $1.81M | Sell |
13,820
-140
| -1% | -$18.4K | 0.16% | 65 |
|
|
2022
Q4 | $1.97M | Sell |
13,960
-989
| -7% | -$139K | 0.21% | 56 |
|
|
2022
Q3 | $1.78M | Buy |
14,949
+124
| +0.8% | +$14.7K | 0.08% | 53 |
|
|
2022
Q2 | $2.09M | Buy |
14,825
+13
| +0.1% | +$1.84K | 0.1% | 48 |
|
|
2022
Q1 | $1.93M | Sell |
14,812
-60
| -0.4% | -$7.8K | 0.08% | 55 |
|
|
2021
Q4 | $1.99M | Buy |
14,872
+399
| +3% | +$53.3K | 0.06% | 54 |
|
|
2021
Q3 | $2.01M | Buy |
14,473
+3,088
| +27% | +$429K | 0.35% | 47 |
|
|
2021
Q2 | $1.67M | Buy |
11,385
+279
| +3% | +$40.9K | 0.3% | 59 |
|
|
2021
Q1 | $1.48M | Sell |
11,106
-221
| -2% | -$29.5K | 0.3% | 63 |
|
|
2020
Q4 | $1.43M | Buy |
11,327
+173
| +2% | +$21.8K | 0.33% | 57 |
|
|
2020
Q3 | $1.36M | Buy |
11,154
+42
| +0.4% | +$5.11K | 0.36% | 50 |
|
|
2020
Q2 | $1.34M | Buy |
11,112
+243
| +2% | +$29.3K | 0.39% | 51 |
|
|
2020
Q1 | $1.21M | Buy |
10,869
+506
| +5% | +$56.1K | 0.41% | 55 |
|
|
2019
Q4 | $1.39M | Sell |
10,363
-29
| -0.3% | -$3.89K | 0.38% | 57 |
|
|
2019
Q3 | $1.51M | Buy |
10,392
+35
| +0.3% | +$5.09K | 0.46% | 54 |
|
|
2019
Q2 | $1.43M | Buy |
10,357
+853
| +9% | +$118K | 0.44% | 54 |
|
|
2019
Q1 | $1.34M | Sell |
9,504
-494
| -5% | -$69.7K | 0.43% | 53 |
|
|
2018
Q4 | $1.14M | Sell |
9,998
-86
| -0.9% | -$9.78K | 0.39% | 57 |
|
|
2018
Q3 | $1.53M | Sell |
10,084
-456
| -4% | -$69K | 0.51% | 42 |
|
|
2018
Q2 | $1.47M | Buy |
10,540
+534
| +5% | +$74.6K | 0.54% | 43 |
|
|
2018
Q1 | $1.54M | Buy |
10,006
+401
| +4% | +$61.5K | 0.6% | 35 |
|
|
2017
Q4 | $1.47M | Sell |
9,605
-78
| -0.8% | -$12K | 0.58% | 45 |
|
|
2017
Q3 | $1.41M | Sell |
9,683
-121
| -1% | -$17.6K | 0.59% | 44 |
|
|
2017
Q2 | $1.51M | Sell |
9,804
-661
| -6% | -$102K | 0.69% | 38 |
|
|
2017
Q1 | $1.82M | Buy |
10,465
+2,900
| +38% | +$505K | 0.85% | 28 |
|
|
2016
Q4 | $1.27M | Sell |
7,565
-70
| -0.9% | -$11.7K | 0.64% | 44 |
|
|
2016
Q3 | $1.21M | Buy |
7,635
+296
| +4% | +$47K | 0.66% | 37 |
|
|
2016
Q2 | $1.11M | Buy |
+7,339
| New | +$1.11M | 0.64% | 40 |
|