NA
Nottingham Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
817
-10
| -1% | -$2.95K | 0.04% | 95 |
|
|
2025
Q1 | $206K | Sell |
827
-647
| -44% | -$161K | 0.03% | 111 |
|
|
2024
Q4 | $324K | Buy |
1,474
+145
| +11% | +$31.9K | 0.04% | 103 |
|
|
2024
Q3 | $294K | Sell |
1,329
-2,250
| -63% | -$497K | 0.03% | 124 |
|
|
2024
Q2 | $619K | Buy |
3,579
+1,975
| +123% | +$342K | 0.07% | 85 |
|
|
2024
Q1 | $306K | Sell |
1,604
-98
| -6% | -$18.7K | 0.04% | 114 |
|
|
2023
Q4 | $278K | Sell |
1,702
-876
| -34% | -$143K | 0.04% | 117 |
|
|
2023
Q3 | $362K | Sell |
2,578
-20
| -0.8% | -$2.81K | 0.06% | 96 |
|
|
2023
Q2 | $348K | Buy |
2,598
+800
| +44% | +$107K | 0.05% | 101 |
|
|
2023
Q1 | $236K | Sell |
1,798
-20
| -1% | -$2.62K | 0.03% | 127 |
|
|
2022
Q4 | $256K | Sell |
1,818
-516
| -22% | -$72.7K | 0.03% | 122 |
|
|
2022
Q3 | $277K | Sell |
2,334
-50
| -2% | -$5.93K | 0.04% | 109 |
|
|
2022
Q2 | $337K | Hold |
2,384
| – | – | 0.05% | 97 |
|
|
2022
Q1 | $310K | Sell |
2,384
-20
| -0.8% | -$2.6K | 0.04% | 111 |
|
|
2021
Q4 | $321K | Hold |
2,404
| – | – | 0.04% | 114 |
|
|
2021
Q3 | $334K | Sell |
2,404
-40
| -2% | -$5.56K | 0.03% | 108 |
|
|
2021
Q2 | $358K | Hold |
2,444
| – | – | 0.04% | 106 |
|
|
2021
Q1 | $326K | Sell |
2,444
-100
| -4% | -$13.3K | 0.04% | 113 |
|
|
2020
Q4 | $320K | Sell |
2,544
-225
| -8% | -$28.3K | 0.05% | 107 |
|
|
2020
Q3 | $337K | Sell |
2,769
-25
| -0.9% | -$3.04K | 0.04% | 103 |
|
|
2020
Q2 | $336 | Hold |
2,794
| – | – | 0.02% | 96 |
|
|
2020
Q1 | $310K | Sell |
2,794
-3
| -0.1% | -$333 | 0.05% | 89 |
|
|
2019
Q4 | $375K | Sell |
2,797
-250
| -8% | -$33.5K | 0.05% | 81 |
|
|
2019
Q3 | $443K | Hold |
3,047
| – | – | 0.06% | 77 |
|
|
2019
Q2 | $420K | Buy |
3,047
+150
| +5% | +$20.7K | 0.06% | 80 |
|
|
2019
Q1 | $409K | Sell |
2,897
-777
| -21% | -$110K | 0.06% | 76 |
|
|
2018
Q4 | $556K | Hold |
3,674
| – | – | 0.08% | 65 |
|
|
2018
Q3 | $556K | Sell |
3,674
-428
| -10% | -$64.8K | 0.08% | 66 |
|
|
2018
Q2 | $629K | Hold |
4,102
| – | – | 0.1% | 62 |
|
|
2018
Q1 | $629K | Sell |
4,102
-262
| -6% | -$40.2K | 0.11% | 55 |
|
|
2017
Q4 | $670K | Sell |
4,364
-100
| -2% | -$15.4K | 0.09% | 63 |
|
|
2017
Q3 | $648K | Hold |
4,464
| – | – | 0.09% | 67 |
|
|
2017
Q2 | $687K | Hold |
4,464
| – | – | 0.1% | 66 |
|
|
2017
Q1 | $777K | Sell |
4,464
-100
| -2% | -$17.4K | 0.12% | 59 |
|
|
2016
Q4 | $758K | Buy |
4,564
+100
| +2% | +$16.6K | 0.13% | 58 |
|
|
2016
Q3 | $709K | Buy |
4,464
+100
| +2% | +$15.9K | 0.13% | 57 |
|
|
2016
Q2 | $662K | Sell |
4,364
-125
| -3% | -$19K | 0.12% | 53 |
|
|
2016
Q1 | $618K | Hold |
4,489
| – | – | 0.11% | 58 |
|
|
2015
Q4 | $618K | Buy |
4,489
+220
| +5% | +$30.3K | 0.11% | 58 |
|
|
2015
Q3 | $619K | Sell |
4,269
-150
| -3% | -$21.8K | 0.11% | 59 |
|
|
2015
Q2 | $719K | Hold |
4,419
| – | – | 0.12% | 60 |
|
|
2015
Q1 | $709K | Buy |
+4,419
| New | +$709K | 0.12% | 62 |
|
|
2014
Q4 | – | Sell |
-1,255
| Closed | -$237K | – | 88 |
|
|
2014
Q3 | $237K | Buy |
1,255
+125
| +11% | +$23.6K | 0.08% | 48 |
|
|
2014
Q2 | $204K | Sell |
1,130
-607
| -35% | -$110K | 0.07% | 50 |
|
|
2014
Q1 | $334K | Sell |
1,737
-100
| -5% | -$19.2K | 0.13% | 39 |
|
|
2013
Q4 | $344K | Buy |
1,837
+522
| +40% | +$97.8K | 0.12% | 40 |
|
|
2013
Q3 | $243K | Buy |
1,315
+42
| +3% | +$7.76K | 0.09% | 45 |
|
|
2013
Q2 | $243K | Buy |
+1,273
| New | +$243K | 0.1% | 43 |
|