NPA
Nichols & Pratt Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
7,608
-350
| -4% | -$103K | 0.15% | 55 |
|
|
2025
Q1 | $1.98M | Hold |
7,958
| – | – | 0.14% | 55 |
|
|
2024
Q4 | $1.75M | Sell |
7,958
-200
| -2% | -$44K | 0.12% | 60 |
|
|
2024
Q3 | $1.8M | Hold |
8,158
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $1.41M | Sell |
8,158
-4
| -0% | -$692 | 0.1% | 62 |
|
|
2024
Q1 | $1.56M | Buy |
8,162
+4
| +0% | +$764 | 0.11% | 60 |
|
|
2023
Q4 | $1.33M | Sell |
8,158
-200
| -2% | -$32.7K | 0.1% | 64 |
|
|
2023
Q3 | $1.17M | Sell |
8,358
-525
| -6% | -$73.7K | 0.09% | 64 |
|
|
2023
Q2 | $1.19M | Buy |
8,883
+25
| +0.3% | +$3.35K | 0.09% | 64 |
|
|
2023
Q1 | $1.16M | Buy |
8,858
+600
| +7% | +$78.7K | 0.09% | 63 |
|
|
2022
Q4 | $1.16M | Hold |
8,258
| – | – | 0.09% | 65 |
|
|
2022
Q3 | $981K | Hold |
8,258
| – | – | 0.09% | 64 |
|
|
2022
Q2 | $1.17M | Hold |
8,258
| – | – | 0.1% | 64 |
|
|
2022
Q1 | $1.07M | Hold |
8,258
| – | – | 0.08% | 66 |
|
|
2021
Q4 | $1.1M | Sell |
8,258
-300
| -4% | -$40.1K | 0.08% | 67 |
|
|
2021
Q3 | $1.23M | Hold |
8,558
| – | – | 0.09% | 66 |
|
|
2021
Q2 | $1.25M | Hold |
8,558
| – | – | 0.09% | 65 |
|
|
2021
Q1 | $1.14M | Hold |
8,558
| – | – | 0.09% | 66 |
|
|
2020
Q4 | $1.08M | Hold |
8,558
| – | – | 0.09% | 64 |
|
|
2020
Q3 | $1.04M | Sell |
8,558
-150
| -2% | -$18.2K | 0.09% | 62 |
|
|
2020
Q2 | $1.05M | Hold |
8,708
| – | – | 0.09% | 61 |
|
|
2020
Q1 | $966K | Sell |
8,708
-20
| -0.2% | -$2.22K | 0.1% | 62 |
|
|
2019
Q4 | $1.17M | Hold |
8,728
| – | – | 0.1% | 64 |
|
|
2019
Q3 | $1.27M | Hold |
8,728
| – | – | 0.1% | 66 |
|
|
2019
Q2 | $1.2M | Buy |
8,728
+60
| +0.7% | +$8.28K | 0.1% | 67 |
|
|
2019
Q1 | $1.22M | Hold |
8,668
| – | – | 0.1% | 64 |
|
|
2018
Q4 | $985K | Sell |
8,668
-60
| -0.7% | -$6.82K | 0.09% | 69 |
|
|
2018
Q3 | $1.32M | Hold |
8,728
| – | – | 0.11% | 62 |
|
|
2018
Q2 | $1.22M | Sell |
8,728
-800
| -8% | -$112K | 0.11% | 62 |
|
|
2018
Q1 | $1.46M | Hold |
9,528
| – | – | 0.13% | 57 |
|
|
2017
Q4 | $1.46M | Sell |
9,528
-1,500
| -14% | -$230K | 0.13% | 61 |
|
|
2017
Q3 | $1.6M | Hold |
11,028
| – | – | 0.14% | 55 |
|
|
2017
Q2 | $1.7M | Hold |
11,028
| – | – | 0.15% | 52 |
|
|
2017
Q1 | $1.92M | Sell |
11,028
-100
| -0.9% | -$17.4K | 0.18% | 52 |
|
|
2016
Q4 | $1.85M | Sell |
11,128
-675
| -6% | -$112K | 0.17% | 52 |
|
|
2016
Q3 | $1.88M | Hold |
11,803
| – | – | 0.17% | 50 |
|
|
2016
Q2 | $1.79M | Sell |
11,803
-300
| -2% | -$45.5K | 0.16% | 55 |
|
|
2016
Q1 | $1.83M | Sell |
12,103
-460
| -4% | -$69.7K | 0.17% | 55 |
|
|
2015
Q4 | $1.73M | Sell |
12,563
-160
| -1% | -$22K | 0.17% | 60 |
|
|
2015
Q3 | $1.84M | Sell |
12,723
-730
| -5% | -$106K | 0.19% | 57 |
|
|
2015
Q2 | $2.19M | Sell |
13,453
-1,570
| -10% | -$255K | 0.2% | 55 |
|
|
2015
Q1 | $2.41M | Sell |
15,023
-758
| -5% | -$122K | 0.22% | 53 |
|
|
2014
Q4 | $2.53M | Sell |
15,781
-17,129
| -52% | -$2.75M | 0.22% | 55 |
|
|
2014
Q3 | $6.25M | Sell |
32,910
-65
| -0.2% | -$12.3K | 0.56% | 41 |
|
|
2014
Q2 | $5.98M | Sell |
32,975
-32,110
| -49% | -$5.82M | 0.52% | 43 |
|
|
2014
Q1 | $12.5M | Buy |
65,085
+45,610
| +234% | +$8.78M | 1.13% | 31 |
|
|
2013
Q4 | $3.65M | Buy |
19,475
+390
| +2% | +$73.2K | 0.34% | 50 |
|
|
2013
Q3 | $3.53M | Sell |
19,085
-323
| -2% | -$59.8K | 0.36% | 51 |
|
|
2013
Q2 | $3.71M | Buy |
+19,408
| New | +$3.71M | 0.39% | 49 |
|