RIS
Retirement Income Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
2,490
+99
| +4% | +$29.2K | 0.13% | 62 |
|
|
2025
Q1 | $595K | Buy |
2,391
+584
| +32% | +$145K | 0.12% | 67 |
|
|
2024
Q4 | $397K | Hold |
1,807
| – | – | 0.08% | 87 |
|
|
2024
Q3 | $399K | Sell |
1,807
-394
| -18% | -$87.1K | 0.09% | 82 |
|
|
2024
Q2 | $381K | Hold |
2,201
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $420K | Sell |
2,201
-150
| -6% | -$28.6K | 0.1% | 89 |
|
|
2023
Q4 | $385K | Buy |
2,351
+150
| +7% | +$24.5K | 0.1% | 90 |
|
|
2023
Q3 | $309K | Sell |
2,201
-5,909
| -73% | -$829K | 0.09% | 93 |
|
|
2023
Q2 | $1.09M | Hold |
8,110
| – | – | 0.29% | 42 |
|
|
2023
Q1 | $1.06M | Buy |
8,110
+422
| +5% | +$55.3K | 0.31% | 42 |
|
|
2022
Q4 | $1.08M | Buy |
7,688
+6,038
| +366% | +$851K | 0.34% | 39 |
|
|
2022
Q3 | $201K | Hold |
1,650
| – | – | 0.07% | 108 |
|
|
2022
Q2 | $233K | Sell |
1,650
-521
| -24% | -$73.6K | 0.08% | 97 |
|
|
2022
Q1 | $282K | Sell |
2,171
-240
| -10% | -$31.2K | 0.08% | 92 |
|
|
2021
Q4 | $322K | Buy |
2,411
+140
| +6% | +$18.7K | 0.09% | 89 |
|
|
2021
Q3 | $316K | Buy |
2,271
+159
| +8% | +$22.1K | 0.11% | 82 |
|
|
2021
Q2 | $310K | Buy |
2,112
+125
| +6% | +$18.3K | 0.11% | 83 |
|
|
2021
Q1 | $265K | Hold |
1,987
| – | – | 0.09% | 82 |
|
|
2020
Q4 | $250K | Buy |
1,987
+100
| +5% | +$12.6K | 0.09% | 82 |
|
|
2020
Q3 | $230K | Buy |
1,887
+70
| +4% | +$8.53K | 0.1% | 76 |
|
|
2020
Q2 | $219K | Hold |
1,817
| – | – | 0.09% | 76 |
|
|
2020
Q1 | $202K | Sell |
1,817
-188
| -9% | -$20.9K | 0.11% | 71 |
|
|
2019
Q4 | $269K | Sell |
2,005
-870
| -30% | -$117K | 0.11% | 63 |
|
|
2019
Q3 | $418K | Buy |
2,875
+690
| +32% | +$100K | 0.22% | 48 |
|
|
2019
Q2 | $301K | Sell |
2,185
-400
| -15% | -$55.1K | 0.16% | 54 |
|
|
2019
Q1 | $365K | Buy |
2,585
+300
| +13% | +$42.4K | 0.21% | 50 |
|
|
2018
Q4 | $260K | Sell |
2,285
-16
| -0.7% | -$1.82K | 0.17% | 53 |
|
|
2018
Q3 | $348K | Sell |
2,301
-7
| -0.3% | -$1.06K | 0.2% | 49 |
|
|
2018
Q2 | $322K | Sell |
2,308
-214
| -8% | -$29.9K | 0.2% | 49 |
|
|
2018
Q1 | $387K | Sell |
2,522
-986
| -28% | -$151K | 0.24% | 38 |
|
|
2017
Q4 | $538K | Buy |
+3,508
| New | +$538K | 0.32% | 34 |
|