RIA
Regal Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
23,128
+2,337
| +11% | +$689K | 0.51% | 51 |
|
|
2025
Q1 | $5.17M | Sell |
20,791
-1,902
| -8% | -$473K | 0.42% | 67 |
|
|
2024
Q4 | $4.99M | Buy |
22,693
+485
| +2% | +$107K | 0.37% | 74 |
|
|
2024
Q3 | $4.91M | Buy |
22,208
+3,270
| +17% | +$723K | 0.34% | 90 |
|
|
2024
Q2 | $3.28M | Buy |
18,938
+393
| +2% | +$68K | 0.21% | 129 |
|
|
2024
Q1 | $3.54M | Buy |
18,545
+90
| +0.5% | +$17.2K | 0.24% | 120 |
|
|
2023
Q4 | $3.02M | Buy |
18,455
+1,018
| +6% | +$166K | 0.23% | 125 |
|
|
2023
Q3 | $2.45M | Buy |
17,437
+2,311
| +15% | +$324K | 0.21% | 133 |
|
|
2023
Q2 | $2.02M | Buy |
15,126
+705
| +5% | +$94.3K | 0.17% | 141 |
|
|
2023
Q1 | $1.89M | Sell |
14,421
-9,442
| -40% | -$1.24M | 0.17% | 145 |
|
|
2022
Q4 | $3.36M | Buy |
23,863
+1,103
| +5% | +$155K | 0.33% | 88 |
|
|
2022
Q3 | $2.7M | Buy |
22,760
+5,223
| +30% | +$621K | 0.29% | 93 |
|
|
2022
Q2 | $2.48M | Buy |
17,537
+624
| +4% | +$88.1K | 0.26% | 103 |
|
|
2022
Q1 | $2.2M | Buy |
16,913
+1,952
| +13% | +$254K | 0.2% | 117 |
|
|
2021
Q4 | $2M | Buy |
14,961
+623
| +4% | +$83.3K | 0.18% | 126 |
|
|
2021
Q3 | $1.99M | Sell |
14,338
-314
| -2% | -$43.6K | 0.19% | 126 |
|
|
2021
Q2 | $2.15M | Buy |
+14,652
| New | +$2.15M | 0.22% | 119 |
|
|
2021
Q1 | – | Sell |
-12,648
| Closed | -$1.59M | – | 210 |
|
|
2020
Q4 | $1.59M | Buy |
+12,648
| New | +$1.59M | 0.18% | 134 |
|
|
2020
Q3 | – | Sell |
-5,843
| Closed | -$706K | – | 116 |
|
|
2020
Q2 | $706K | Buy |
+5,843
| New | +$706K | 0.13% | 150 |
|
|
2020
Q1 | – | Sell |
-4,355
| Closed | -$584K | – | 155 |
|
|
2019
Q4 | $584K | Buy |
4,355
+407
| +10% | +$54.6K | 0.11% | 180 |
|
|
2019
Q3 | $574K | Buy |
3,948
+15
| +0.4% | +$2.18K | 0.11% | 178 |
|
|
2019
Q2 | $542K | Buy |
3,933
+1,620
| +70% | +$223K | 0.11% | 183 |
|
|
2019
Q1 | $326K | Buy |
+2,313
| New | +$326K | 0.07% | 234 |
|
|
2017
Q4 | – | Sell |
-1,492
| Closed | -$216K | – | 297 |
|
|
2017
Q3 | $216K | Buy |
1,492
+49
| +3% | +$7.09K | 0.05% | 257 |
|
|
2017
Q2 | $222K | Buy |
1,443
+101
| +8% | +$15.5K | 0.06% | 239 |
|
|
2017
Q1 | $234K | Buy |
+1,342
| New | +$234K | 0.06% | 234 |
|
|
2016
Q4 | – | Sell |
-2,412
| Closed | -$383K | – | 258 |
|
|
2016
Q3 | $383K | Buy |
2,412
+344
| +17% | +$54.6K | 0.11% | 179 |
|
|
2016
Q2 | $314K | Sell |
2,068
-37
| -2% | -$5.62K | 0.09% | 195 |
|
|
2016
Q1 | $319K | Sell |
2,105
-492
| -19% | -$74.6K | 0.09% | 192 |
|
|
2015
Q4 | $357K | Sell |
2,597
-17,422
| -87% | -$2.39M | 0.09% | 183 |
|
|
2015
Q3 | $2.9M | Buy |
20,019
+2,646
| +15% | +$384K | 0.75% | 39 |
|
|
2015
Q2 | $2.83M | Buy |
17,373
+1,227
| +8% | +$200K | 0.76% | 43 |
|
|
2015
Q1 | $2.59M | Buy |
16,146
+2,440
| +18% | +$392K | 0.64% | 56 |
|
|
2014
Q4 | $2.2M | Buy |
13,706
+514
| +4% | +$82.5K | 0.59% | 59 |
|
|
2014
Q3 | $2.5M | Buy |
13,192
+355
| +3% | +$67.4K | 0.76% | 41 |
|
|
2014
Q2 | $2.33M | Buy |
12,837
+11,937
| +1,326% | +$2.16M | 0.83% | 35 |
|
|
2014
Q1 | $173K | Buy |
900
+314
| +54% | +$60.4K | 0.07% | 200 |
|
|
2013
Q4 | $110K | Buy |
586
+377
| +180% | +$70.8K | 0.06% | 198 |
|
|
2013
Q3 | $39K | Sell |
209
-38
| -15% | -$7.09K | 0.02% | 332 |
|
|
2013
Q2 | $47K | Buy |
+247
| New | +$47K | 0.03% | 300 |
|