RZH
Relyea Zuckerberg Hanson’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
3,019
+774
| +34% | +$228K | 0.1% | 104 |
|
|
2025
Q1 | $558K | Buy |
2,245
+141
| +7% | +$35.1K | 0.08% | 129 |
|
|
2024
Q4 | $463K | Buy |
2,104
+45
| +2% | +$9.89K | 0.06% | 156 |
|
|
2024
Q3 | $455K | Buy |
2,059
+232
| +13% | +$51.3K | 0.07% | 145 |
|
|
2024
Q2 | $316K | Buy |
1,827
+110
| +6% | +$19K | 0.05% | 175 |
|
|
2024
Q1 | $328K | Buy |
1,717
+59
| +4% | +$11.3K | 0.06% | 171 |
|
|
2023
Q4 | $271K | Buy |
1,658
+23
| +1% | +$3.76K | 0.05% | 176 |
|
|
2023
Q3 | $229K | Sell |
1,635
-587
| -26% | -$82.4K | 0.05% | 174 |
|
|
2023
Q2 | $297K | Sell |
2,222
-808
| -27% | -$108K | 0.07% | 151 |
|
|
2023
Q1 | $397K | Sell |
3,030
-1,317
| -30% | -$173K | 0.1% | 120 |
|
|
2022
Q4 | $612K | Sell |
4,347
-453
| -9% | -$63.8K | 0.17% | 82 |
|
|
2022
Q3 | $570K | Buy |
4,800
+1,193
| +33% | +$142K | 0.21% | 73 |
|
|
2022
Q2 | $509K | Buy |
3,607
+391
| +12% | +$55.2K | 0.19% | 85 |
|
|
2022
Q1 | $406K | Buy |
3,216
+1,487
| +86% | +$188K | 0.13% | 105 |
|
|
2021
Q4 | $224K | Buy |
1,729
+206
| +14% | +$26.7K | 0.08% | 140 |
|
|
2021
Q3 | $212K | Buy |
1,523
+89
| +6% | +$12.4K | 0.08% | 136 |
|
|
2021
Q2 | $210K | Sell |
1,434
-68
| -5% | -$9.96K | 0.09% | 127 |
|
|
2021
Q1 | $213K | Sell |
1,502
-704
| -32% | -$99.8K | 0.09% | 121 |
|
|
2020
Q4 | $278K | Sell |
2,206
-9
| -0.4% | -$1.13K | 0.15% | 96 |
|
|
2020
Q3 | $277K | Sell |
2,215
-51
| -2% | -$6.38K | 0.18% | 95 |
|
|
2020
Q2 | $274K | Sell |
2,266
-143
| -6% | -$17.3K | 0.22% | 89 |
|
|
2020
Q1 | $267K | Buy |
2,409
+53
| +2% | +$5.87K | 0.29% | 82 |
|
|
2019
Q4 | $316K | Buy |
+2,356
| New | +$316K | 0.3% | 76 |
|