RMAM
Raab & Moskowitz Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
1,606
-4
| -0.2% | -$1.18K | 0.11% | 135 |
|
|
2025
Q1 | $400K | Buy |
1,610
+25
| +2% | +$6.22K | 0.1% | 141 |
|
|
2024
Q4 | $348K | Sell |
1,585
-41
| -3% | -$9.01K | 0.09% | 145 |
|
|
2024
Q3 | $359K | Buy |
1,626
+22
| +1% | +$4.86K | 0.09% | 143 |
|
|
2024
Q2 | $277K | Sell |
1,604
-39
| -2% | -$6.75K | 0.08% | 149 |
|
|
2024
Q1 | $314K | Buy |
1,643
+223
| +16% | +$42.6K | 0.09% | 145 |
|
|
2023
Q4 | $232K | Sell |
1,420
-90
| -6% | -$14.7K | 0.07% | 156 |
|
|
2023
Q3 | $212K | Buy |
+1,510
| New | +$212K | 0.07% | 156 |
|
|
2023
Q1 | – | Sell |
-1,489
| Closed | -$210K | – | 164 |
|
|
2022
Q4 | $210K | Buy |
+1,489
| New | +$210K | 0.08% | 148 |
|
|
2022
Q3 | – | Sell |
-1,488
| Closed | -$210K | – | 157 |
|
|
2022
Q2 | $210K | Buy |
+1,488
| New | +$210K | 0.08% | 155 |
|
|
2021
Q3 | – | Sell |
-1,384
| Closed | -$203K | – | 162 |
|
|
2021
Q2 | $203K | Buy |
+1,384
| New | +$203K | 0.07% | 159 |
|
|
2020
Q1 | – | Sell |
-1,520
| Closed | -$203K | – | 305 |
|
|
2019
Q4 | $203K | Hold |
1,520
| – | – | 0.08% | 159 |
|
|
2019
Q3 | $221K | Hold |
1,520
| – | – | 0.1% | 146 |
|
|
2019
Q2 | $209K | Buy |
1,520
+90
| +6% | +$12.4K | 0.09% | 150 |
|
|
2019
Q1 | $201K | Buy |
+1,430
| New | +$201K | 0.09% | 158 |
|
|
2018
Q4 | – | Sell |
-1,653
| Closed | -$250K | – | 316 |
|
|
2018
Q3 | $250K | Buy |
+1,653
| New | +$250K | 0.1% | 144 |
|
|
2018
Q2 | – | Sell |
-1,319
| Closed | -$202K | – | 166 |
|
|
2018
Q1 | $202K | Sell |
1,319
-70
| -5% | -$10.7K | 0.1% | 157 |
|
|
2017
Q4 | $213K | Hold |
1,389
| – | – | 0.1% | 141 |
|
|
2017
Q3 | $214K | Buy |
+1,389
| New | +$214K | 0.1% | 136 |
|
|
2017
Q2 | – | Sell |
-1,529
| Closed | -$266K | – | 144 |
|
|
2017
Q1 | $266K | Sell |
1,529
-71
| -4% | -$12.4K | 0.14% | 122 |
|
|
2016
Q4 | $265K | Buy |
1,600
+316
| +25% | +$52.3K | 0.14% | 126 |
|
|
2016
Q3 | $204K | Buy |
+1,284
| New | +$204K | 0.12% | 134 |
|
|
2015
Q4 | – | Sell |
-1,399
| Closed | -$202K | – | 128 |
|
|
2015
Q3 | $202K | Buy |
+1,399
| New | +$202K | 0.13% | 115 |
|
|
2015
Q1 | – | Sell |
-1,890
| Closed | -$303K | – | 234 |
|
|
2014
Q4 | $303K | Sell |
1,890
-8,110
| -81% | -$1.3M | 0.17% | 101 |
|
|
2014
Q3 | $1.9M | Buy |
10,000
+777
| +8% | +$147K | 0.92% | 37 |
|
|
2014
Q2 | $1.67M | Sell |
9,223
-3,457
| -27% | -$627K | 0.8% | 42 |
|
|
2014
Q1 | $2.44M | Sell |
12,680
-569
| -4% | -$110K | 1.35% | 21 |
|
|
2013
Q4 | $2.39M | Buy |
+13,249
| New | +$2.39M | 1.37% | 19 |
|