Northeast Financial Consultants’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
5,197
-907
| -15% | -$267K | 0.06% | 124 |
|
|
2025
Q1 | $1.52M | Sell |
6,104
-142
| -2% | -$35.3K | 0.07% | 121 |
|
|
2024
Q4 | $1.37M | Buy |
6,246
+528
| +9% | +$116K | 0.06% | 129 |
|
|
2024
Q3 | $1.26M | Buy |
5,718
+22
| +0.4% | +$4.86K | 0.06% | 140 |
|
|
2024
Q2 | $985K | Buy |
5,696
+504
| +10% | +$87.2K | 0.05% | 152 |
|
|
2024
Q1 | $992K | Buy |
5,192
+1,178
| +29% | +$225K | 0.05% | 146 |
|
|
2023
Q4 | $656K | Buy |
4,014
+149
| +4% | +$24.4K | 0.04% | 167 |
|
|
2023
Q3 | $542K | Buy |
3,865
+4
| +0.1% | +$561 | 0.03% | 172 |
|
|
2023
Q2 | $517K | Buy |
3,861
+5
| +0.1% | +$669 | 0.03% | 176 |
|
|
2023
Q1 | $505K | Buy |
3,856
+5
| +0.1% | +$655 | 0.03% | 187 |
|
|
2022
Q4 | $543K | Buy |
3,851
+4
| +0.1% | +$564 | 0.04% | 174 |
|
|
2022
Q3 | $457K | Sell |
3,847
-797
| -17% | -$94.7K | 0.03% | 200 |
|
|
2022
Q2 | $656K | Buy |
4,644
+5
| +0.1% | +$706 | 0.05% | 165 |
|
|
2022
Q1 | $603K | Sell |
4,639
-2
| -0% | -$260 | 0.03% | 204 |
|
|
2021
Q4 | $620K | Sell |
4,641
-4,233
| -48% | -$565K | 0.04% | 196 |
|
|
2021
Q3 | $1.18M | Buy |
8,874
+841
| +10% | +$112K | 0.08% | 145 |
|
|
2021
Q2 | $1.13M | Buy |
8,033
+4
| +0% | +$561 | 0.08% | 148 |
|
|
2021
Q1 | $1.02M | Buy |
8,029
+4
| +0% | +$510 | 0.08% | 142 |
|
|
2020
Q4 | $966K | Sell |
8,025
-1,639
| -17% | -$197K | 0.08% | 139 |
|
|
2020
Q3 | $1.12M | Sell |
9,664
-319
| -3% | -$37.1K | 0.1% | 116 |
|
|
2020
Q2 | $1.15M | Sell |
9,983
-3,980
| -29% | -$460K | 0.11% | 106 |
|
|
2020
Q1 | $1.48M | Buy |
13,963
+742
| +6% | +$78.7K | 0.17% | 82 |
|
|
2019
Q4 | $1.69M | Sell |
13,221
-506
| -4% | -$64.8K | 0.15% | 93 |
|
|
2019
Q3 | $1.91M | Sell |
13,727
-426
| -3% | -$59.2K | 0.19% | 85 |
|
|
2019
Q2 | $1.87M | Buy |
14,153
+236
| +2% | +$31.1K | 0.19% | 84 |
|
|
2019
Q1 | $1.88M | Buy |
13,917
+10
| +0.1% | +$1.35K | 0.21% | 74 |
|
|
2018
Q4 | $1.51M | Buy |
13,907
+6,473
| +87% | +$703K | 0.21% | 75 |
|
|
2018
Q3 | $1.07M | Buy |
7,434
+4,810
| +183% | +$695K | 0.29% | 53 |
|
|
2018
Q2 | $350K | Hold |
2,624
| – | – | 0.11% | 106 |
|
|
2018
Q1 | $384K | Hold |
2,624
| – | – | 0.13% | 102 |
|
|
2017
Q4 | $384K | Hold |
2,624
| – | – | 0.13% | 104 |
|
|
2017
Q3 | $364K | Hold |
2,624
| – | – | 0.13% | 107 |
|
|
2017
Q2 | $386K | Hold |
2,624
| – | – | 0.15% | 102 |
|
|
2017
Q1 | $437K | Hold |
2,624
| – | – | 0.18% | 96 |
|
|
2016
Q4 | $416K | Hold |
2,624
| – | – | 0.19% | 96 |
|
|
2016
Q3 | $399K | Hold |
2,624
| – | – | 0.17% | 102 |
|
|
2016
Q2 | $381K | Hold |
2,624
| – | – | 0.17% | 96 |
|
|
2016
Q1 | $380K | Hold |
2,624
| – | – | 0.2% | 89 |
|
|
2015
Q4 | $345K | Hold |
2,624
| – | – | 0.18% | 89 |
|
|
2015
Q3 | $364K | Hold |
2,624
| – | – | 0.18% | 90 |
|
|
2015
Q2 | $408K | Buy |
2,624
+469
| +22% | +$72.9K | 0.18% | 92 |
|
|
2015
Q1 | $331K | Hold |
2,155
| – | – | 0.15% | 101 |
|
|
2014
Q4 | $330K | Hold |
2,155
| – | – | 0.17% | 96 |
|
|
2014
Q3 | $391K | Sell |
2,155
-209
| -9% | -$37.9K | 0.21% | 82 |
|
|
2014
Q2 | $409K | Sell |
2,364
-470
| -17% | -$81.3K | 0.23% | 75 |
|
|
2014
Q1 | $521K | Hold |
2,834
| – | – | 0.31% | 66 |
|
|
2013
Q4 | $508K | Buy |
+2,834
| New | +$508K | 0.34% | 59 |
|