RCAG
Rehmann Capital Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Sell |
14,279
-127
| -0.9% | -$37.4K | 0.25% | 74 |
|
|
2025
Q1 | $3.58M | Buy |
14,406
+3,689
| +34% | +$917K | 0.23% | 86 |
|
|
2024
Q4 | $2.36M | Buy |
10,717
+224
| +2% | +$49.2K | 0.15% | 112 |
|
|
2024
Q3 | $2.32M | Buy |
10,493
+323
| +3% | +$71.4K | 0.15% | 112 |
|
|
2024
Q2 | $1.76M | Buy |
10,170
+93
| +0.9% | +$16.1K | 0.13% | 132 |
|
|
2024
Q1 | $1.92M | Buy |
10,077
+426
| +4% | +$81.4K | 0.14% | 117 |
|
|
2023
Q4 | $1.58M | Sell |
9,651
-223
| -2% | -$36.5K | 0.13% | 128 |
|
|
2023
Q3 | $1.39M | Sell |
9,874
-901
| -8% | -$126K | 0.13% | 124 |
|
|
2023
Q2 | $1.44M | Sell |
10,775
-169
| -2% | -$22.6K | 0.13% | 127 |
|
|
2023
Q1 | $1.43M | Buy |
10,944
+192
| +2% | +$25.2K | 0.13% | 128 |
|
|
2022
Q4 | $1.51M | Sell |
10,752
-2,066
| -16% | -$291K | 0.16% | 125 |
|
|
2022
Q3 | $1.52M | Buy |
12,818
+28
| +0.2% | +$3.33K | 0.17% | 114 |
|
|
2022
Q2 | $1.81M | Buy |
12,790
+396
| +3% | +$55.9K | 0.2% | 99 |
|
|
2022
Q1 | $1.61M | Sell |
12,394
-148
| -1% | -$19.2K | 0.15% | 122 |
|
|
2021
Q4 | $1.68M | Buy |
12,542
+34
| +0.3% | +$4.55K | 0.16% | 114 |
|
|
2021
Q3 | $1.74M | Sell |
12,508
-730
| -6% | -$101K | 0.16% | 104 |
|
|
2021
Q2 | $1.94M | Sell |
13,238
-104
| -0.8% | -$15.2K | 0.19% | 91 |
|
|
2021
Q1 | $1.78M | Buy |
13,342
+185
| +1% | +$24.7K | 0.18% | 90 |
|
|
2020
Q4 | $1.65M | Sell |
13,157
-1,066
| -7% | -$134K | 0.19% | 93 |
|
|
2020
Q3 | $1.73M | Sell |
14,223
-5,390
| -27% | -$656K | 0.22% | 88 |
|
|
2020
Q2 | $2.37M | Buy |
19,613
+1,206
| +7% | +$146K | 0.32% | 59 |
|
|
2020
Q1 | $2.04M | Buy |
+18,407
| New | +$2.04M | 0.33% | 52 |
|
|
2019
Q3 | $2.65M | Sell |
18,233
-800
| -4% | -$116K | 0.32% | 35 |
|
|
2019
Q2 | $2.62M | Buy |
19,033
+1,453
| +8% | +$200K | 0.32% | 52 |
|
|
2019
Q1 | $2.48M | Buy |
17,580
+590
| +3% | +$83.2K | 0.34% | 46 |
|
|
2018
Q4 | $1.93M | Sell |
16,990
-404
| -2% | -$45.9K | 0.29% | 38 |
|
|
2018
Q3 | $2.63M | Buy |
17,394
+840
| +5% | +$127K | 0.36% | 46 |
|
|
2018
Q2 | $2.31M | Buy |
16,554
+5,825
| +54% | +$814K | 0.34% | 53 |
|
|
2018
Q1 | $1.65M | Buy |
10,729
+765
| +8% | +$117K | 0.26% | 74 |
|
|
2017
Q4 | $1.53M | Buy |
9,964
+23
| +0.2% | +$3.53K | 0.26% | 77 |
|
|
2017
Q3 | $1.44M | Buy |
9,941
+545
| +6% | +$79.1K | 0.26% | 83 |
|
|
2017
Q2 | $1.45M | Sell |
9,396
-1,065
| -10% | -$164K | 0.28% | 76 |
|
|
2017
Q1 | $1.82M | Buy |
10,461
+341
| +3% | +$59.4K | 0.3% | 67 |
|
|
2016
Q4 | $1.68M | Buy |
10,120
+938
| +10% | +$156K | 0.31% | 64 |
|
|
2016
Q3 | $1.46M | Sell |
9,182
-533
| -5% | -$84.7K | 0.28% | 72 |
|
|
2016
Q2 | $1.47M | Sell |
9,715
-400
| -4% | -$60.7K | 0.28% | 79 |
|
|
2016
Q1 | $1.53M | Buy |
10,115
+1,387
| +16% | +$210K | 0.3% | 71 |
|
|
2015
Q4 | $1.2M | Buy |
8,728
+372
| +4% | +$51.2K | 0.25% | 79 |
|
|
2015
Q3 | $1.21M | Sell |
8,356
-338
| -4% | -$49K | 0.27% | 76 |
|
|
2015
Q2 | $1.41M | Sell |
8,694
-277
| -3% | -$45.1K | 0.32% | 69 |
|
|
2015
Q1 | $1.44M | Buy |
8,971
+588
| +7% | +$94.4K | 0.33% | 63 |
|
|
2014
Q4 | $1.35M | Sell |
8,383
-1,251
| -13% | -$201K | 0.31% | 70 |
|
|
2014
Q3 | $1.83M | Sell |
9,634
-46
| -0.5% | -$8.73K | 0.43% | 49 |
|
|
2014
Q2 | $1.76M | Sell |
9,680
-873
| -8% | -$158K | 0.42% | 55 |
|
|
2014
Q1 | $2.03M | Buy |
10,553
+60
| +0.6% | +$11.5K | 0.55% | 39 |
|
|
2013
Q4 | $1.97M | Buy |
10,493
+1,897
| +22% | +$356K | 0.6% | 37 |
|
|
2013
Q3 | $1.59M | Sell |
8,596
-1,409
| -14% | -$261K | 0.52% | 42 |
|
|
2013
Q2 | $1.91M | Buy |
+10,005
| New | +$1.91M | 0.66% | 39 |
|