Professional Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Hold |
2,933
| – | – | 0.12% | 44 |
|
|
2025
Q1 | $729K | Hold |
2,933
| – | – | 0.1% | 47 |
|
|
2024
Q4 | $645K | Hold |
2,933
| – | – | 0.09% | 47 |
|
|
2024
Q3 | $648K | Hold |
2,933
| – | – | 0.09% | 48 |
|
|
2024
Q2 | $507K | Hold |
2,933
| – | – | 0.07% | 52 |
|
|
2024
Q1 | $560K | Hold |
2,933
| – | – | 0.08% | 50 |
|
|
2023
Q4 | $480K | Hold |
2,933
| – | – | 0.07% | 49 |
|
|
2023
Q3 | $411K | Sell |
2,933
-850
| -22% | -$119K | 0.07% | 49 |
|
|
2023
Q2 | $506K | Sell |
3,783
-80
| -2% | -$10.7K | 0.08% | 48 |
|
|
2023
Q1 | $506K | Hold |
3,863
| – | – | 0.08% | 50 |
|
|
2022
Q4 | $544K | Hold |
3,863
| – | – | 0.09% | 50 |
|
|
2022
Q3 | $459K | Hold |
3,863
| – | – | 0.08% | 48 |
|
|
2022
Q2 | $545K | Hold |
3,863
| – | – | 0.09% | 45 |
|
|
2022
Q1 | $502K | Buy |
3,863
+680
| +21% | +$88.4K | 0.07% | 53 |
|
|
2021
Q4 | $425K | Sell |
3,183
-570
| -15% | -$76.1K | 0.06% | 56 |
|
|
2021
Q3 | $498K | Buy |
3,753
+146
| +4% | +$19.4K | 0.07% | 47 |
|
|
2021
Q2 | $505K | Buy |
3,607
+455
| +14% | +$63.7K | 0.07% | 46 |
|
|
2021
Q1 | $402K | Hold |
3,152
| – | – | 0.06% | 50 |
|
|
2020
Q4 | $379K | Hold |
3,152
| – | – | 0.06% | 47 |
|
|
2020
Q3 | $367K | Hold |
3,152
| – | – | 0.07% | 46 |
|
|
2020
Q2 | $364K | Hold |
3,152
| – | – | 0.07% | 45 |
|
|
2020
Q1 | $334K | Hold |
3,152
| – | – | 0.08% | 44 |
|
|
2019
Q4 | $404K | Hold |
3,152
| – | – | 0.07% | 48 |
|
|
2019
Q3 | $438K | Sell |
3,152
-889
| -22% | -$124K | 0.08% | 46 |
|
|
2019
Q2 | $533K | Buy |
4,041
+560
| +16% | +$73.9K | 0.1% | 43 |
|
|
2019
Q1 | $470K | Hold |
3,481
| – | – | 0.09% | 44 |
|
|
2018
Q4 | $378K | Hold |
3,481
| – | – | 0.08% | 46 |
|
|
2018
Q3 | $503K | Sell |
3,481
-554
| -14% | -$80.1K | 0.1% | 43 |
|
|
2018
Q2 | $539K | Sell |
4,035
-230
| -5% | -$30.7K | 0.11% | 40 |
|
|
2018
Q1 | $626K | Sell |
4,265
-23
| -0.5% | -$3.38K | 0.14% | 38 |
|
|
2017
Q4 | $629K | Sell |
4,288
-146
| -3% | -$21.4K | 0.13% | 39 |
|
|
2017
Q3 | $615K | Sell |
4,434
-298
| -6% | -$41.3K | 0.13% | 38 |
|
|
2017
Q2 | $696K | Hold |
4,732
| – | – | 0.15% | 38 |
|
|
2017
Q1 | $788K | Sell |
4,732
-620
| -12% | -$103K | 0.17% | 36 |
|
|
2016
Q4 | $849K | Hold |
5,352
| – | – | 0.2% | 36 |
|
|
2016
Q3 | $813K | Sell |
5,352
-615
| -10% | -$93.4K | 0.19% | 36 |
|
|
2016
Q2 | $866K | Sell |
5,967
-367
| -6% | -$53.3K | 0.2% | 37 |
|
|
2016
Q1 | $917K | Hold |
6,334
| – | – | 0.22% | 36 |
|
|
2015
Q4 | $833K | Sell |
6,334
-742
| -10% | -$97.6K | 0.2% | 37 |
|
|
2015
Q3 | $981K | Sell |
7,076
-220
| -3% | -$30.5K | 0.25% | 36 |
|
|
2015
Q2 | $1.14M | Sell |
7,296
-664
| -8% | -$103K | 0.27% | 34 |
|
|
2015
Q1 | $1.22M | Hold |
7,960
| – | – | 0.29% | 32 |
|
|
2014
Q4 | $1.22M | Sell |
7,960
-1,114
| -12% | -$171K | 0.28% | 34 |
|
|
2014
Q3 | $1.65M | Sell |
9,074
-366
| -4% | -$66.4K | 0.4% | 34 |
|
|
2014
Q2 | $1.64M | Hold |
9,440
| – | – | 0.4% | 34 |
|
|
2014
Q1 | $1.74M | Buy |
9,440
+8,237
| +685% | +$1.52M | 0.43% | 33 |
|
|
2013
Q4 | $216K | Hold |
1,203
| – | – | 0.06% | 44 |
|
|
2013
Q3 | $213K | Hold |
1,203
| – | – | 0.06% | 40 |
|
|
2013
Q2 | $220K | Buy |
+1,203
| New | +$220K | 0.07% | 41 |
|