Nisa Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7M | Sell |
222,808
-999
| -0.4% | -$294K | 0.3% | 47 |
|
|
2025
Q1 | $55.7M | Buy |
223,807
+5,108
| +2% | +$1.27M | 0.28% | 59 |
|
|
2024
Q4 | $48.1M | Buy |
218,699
+25,379
| +13% | +$5.58M | 0.19% | 79 |
|
|
2024
Q3 | $42.7M | Sell |
193,320
-18,503
| -9% | -$4.09M | 0.25% | 79 |
|
|
2024
Q2 | $36.6M | Buy |
211,823
+659
| +0.3% | +$114K | 0.23% | 80 |
|
|
2024
Q1 | $40.3M | Buy |
211,164
+11,126
| +6% | +$2.12M | 0.26% | 80 |
|
|
2023
Q4 | $32.7M | Buy |
200,038
+3,841
| +2% | +$628K | 0.23% | 89 |
|
|
2023
Q3 | $27.5M | Sell |
196,197
-16,406
| -8% | -$2.3M | 0.21% | 106 |
|
|
2023
Q2 | $28.4M | Buy |
212,603
+13,759
| +7% | +$1.84M | 0.21% | 107 |
|
|
2023
Q1 | $26.1M | Buy |
198,844
+3,565
| +2% | +$467K | 0.2% | 116 |
|
|
2022
Q4 | $27.5M | Sell |
195,279
-5,388
| -3% | -$759K | 0.22% | 112 |
|
|
2022
Q3 | $23.9M | Sell |
200,667
-41,766
| -17% | -$4.98M | 0.2% | 107 |
|
|
2022
Q2 | $34.2M | Sell |
242,433
-22,845
| -9% | -$3.23M | 0.3% | 71 |
|
|
2022
Q1 | $34.5M | Sell |
265,278
-77,483
| -23% | -$10.1M | 0.24% | 90 |
|
|
2021
Q4 | $45.8M | Sell |
342,761
-69,260
| -17% | -$9.25M | 0.34% | 65 |
|
|
2021
Q3 | $57.2K | Buy |
412,021
+186,037
| +82% | +$25.8K | 0.35% | 56 |
|
|
2021
Q2 | $33.1K | Sell |
225,984
-39,585
| -15% | -$5.8K | 0.21% | 96 |
|
|
2021
Q1 | $35.4K | Sell |
265,569
-30,540
| -10% | -$4.07K | 0.22% | 90 |
|
|
2020
Q4 | $37.3M | Sell |
296,109
-2,815
| -0.9% | -$354K | 0.24% | 94 |
|
|
2020
Q3 | $36.4M | Buy |
298,924
+10,300
| +4% | +$1.25M | 0.29% | 75 |
|
|
2020
Q2 | $34.9M | Sell |
288,624
-1,500
| -0.5% | -$181K | 0.32% | 68 |
|
|
2020
Q1 | $32.2M | Buy |
290,124
+3,650
| +1% | +$405K | 0.36% | 62 |
|
|
2019
Q4 | $38.4M | Sell |
286,474
-3,898
| -1% | -$522K | 0.33% | 63 |
|
|
2019
Q3 | $42.2M | Sell |
290,372
-5,100
| -2% | -$742K | 0.37% | 52 |
|
|
2019
Q2 | $40.7M | Sell |
295,472
-19,835
| -6% | -$2.74M | 0.39% | 54 |
|
|
2019
Q1 | $44.5M | Sell |
315,307
-854
| -0.3% | -$121K | 0.43% | 51 |
|
|
2018
Q4 | $35.9M | Sell |
316,161
-4,790
| -1% | -$544K | 0.4% | 53 |
|
|
2018
Q3 | $48.5M | Buy |
320,951
+11,129
| +4% | +$1.68M | 0.44% | 48 |
|
|
2018
Q2 | $43.3M | Sell |
309,822
-134,630
| -30% | -$18.8M | 0.45% | 47 |
|
|
2018
Q1 | $68.4M | Sell |
444,452
-22,910
| -5% | -$3.53M | 0.71% | 23 |
|
|
2017
Q4 | $71.8M | Buy |
467,362
+132,275
| +39% | +$20.3M | 0.74% | 22 |
|
|
2017
Q3 | $48.6M | Sell |
335,087
-700
| -0.2% | -$102K | 0.55% | 38 |
|
|
2017
Q2 | $51.6M | Sell |
335,787
-6,650
| -2% | -$1.02M | 0.61% | 33 |
|
|
2017
Q1 | $59.6M | Sell |
342,437
-6,490
| -2% | -$1.13M | 0.71% | 28 |
|
|
2016
Q4 | $57.9M | Buy |
348,927
+5,553
| +2% | +$922K | 0.7% | 28 |
|
|
2016
Q3 | $54.5M | Sell |
343,374
-5,380
| -2% | -$855K | 0.71% | 27 |
|
|
2016
Q2 | $52.9M | Buy |
348,754
+27,920
| +9% | +$4.24M | 0.71% | 27 |
|
|
2016
Q1 | $48.6M | Buy |
320,834
+23,430
| +8% | +$3.55M | 0.7% | 26 |
|
|
2015
Q4 | $40.9M | Sell |
297,404
-4,120
| -1% | -$567K | 0.59% | 34 |
|
|
2015
Q3 | $43.8M | Sell |
301,524
-3,680
| -1% | -$534K | 0.67% | 27 |
|
|
2015
Q2 | $49.6M | Sell |
305,204
-21,297
| -7% | -$3.46M | 0.7% | 25 |
|
|
2015
Q1 | $52.4M | Sell |
326,501
-10,200
| -3% | -$1.64M | 0.72% | 22 |
|
|
2014
Q4 | $54M | Sell |
336,701
-17,092
| -5% | -$2.74M | 0.74% | 22 |
|
|
2014
Q3 | $67.2M | Sell |
353,793
-9,550
| -3% | -$1.81M | 0.94% | 14 |
|
|
2014
Q2 | $65.9M | Sell |
363,343
-13,076
| -3% | -$2.37M | 0.91% | 15 |
|
|
2014
Q1 | $72.5M | Sell |
376,419
-5,047
| -1% | -$971K | 1.03% | 13 |
|
|
2013
Q4 | $71.6M | Sell |
381,466
-16,613
| -4% | -$3.12M | 1.02% | 13 |
|
|
2013
Q3 | $73.7M | Sell |
398,079
-31,946
| -7% | -$5.92M | 1.13% | 13 |
|
|
2013
Q2 | $82.2M | Buy |
+430,025
| New | +$82.2M | 1.27% | 11 |
|