RIL
Rothschild Investment LLC’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Buy |
21,849
+160
| +0.7% | +$47.2K | 0.4% | 60 |
|
|
2025
Q1 | $5.39M | Buy |
21,689
+27
| +0.1% | +$6.71K | 0.36% | 66 |
|
|
2024
Q4 | $4.76M | Buy |
21,662
+241
| +1% | +$53K | 0.31% | 72 |
|
|
2024
Q3 | $4.74M | Sell |
21,421
-87
| -0.4% | -$19.2K | 0.31% | 78 |
|
|
2024
Q2 | $3.72M | Buy |
21,508
+2,547
| +13% | +$441K | 0.26% | 87 |
|
|
2024
Q1 | $3.62M | Buy |
18,961
+325
| +2% | +$62.1K | 0.26% | 91 |
|
|
2023
Q4 | $3.05M | Sell |
18,636
-4,701
| -20% | -$769K | 0.26% | 92 |
|
|
2023
Q3 | $3.27M | Buy |
23,337
+251
| +1% | +$35.2K | 0.28% | 95 |
|
|
2023
Q2 | $3.09M | Buy |
23,086
+818
| +4% | +$109K | 0.26% | 99 |
|
|
2023
Q1 | $2.92M | Buy |
22,268
+465
| +2% | +$61K | 0.26% | 96 |
|
|
2022
Q4 | $3.07M | Sell |
21,803
-194
| -0.9% | -$27.3K | 0.28% | 92 |
|
|
2022
Q3 | $2.61M | Sell |
21,997
-530
| -2% | -$63K | 0.26% | 101 |
|
|
2022
Q2 | $3.18M | Sell |
22,527
-32
| -0.1% | -$4.52K | 0.29% | 91 |
|
|
2022
Q1 | $2.93M | Sell |
22,559
-549
| -2% | -$71.4K | 0.23% | 108 |
|
|
2021
Q4 | $3.09M | Sell |
23,108
-228
| -1% | -$30.5K | 0.24% | 98 |
|
|
2021
Q3 | $3.24M | Sell |
23,336
-16,888
| -42% | -$2.35M | 0.27% | 91 |
|
|
2021
Q2 | $5.9M | Buy |
40,224
+1,088
| +3% | +$159K | 0.47% | 65 |
|
|
2021
Q1 | $5.22M | Sell |
39,136
-662
| -2% | -$88.2K | 0.45% | 70 |
|
|
2020
Q4 | $5.01M | Buy |
39,798
+699
| +2% | +$88K | 0.48% | 64 |
|
|
2020
Q3 | $4.76M | Buy |
39,099
+2,243
| +6% | +$273K | 0.52% | 61 |
|
|
2020
Q2 | $4.45M | Buy |
36,856
+1,881
| +5% | +$227K | 0.54% | 57 |
|
|
2020
Q1 | $3.88M | Buy |
34,975
+8,388
| +32% | +$931K | 0.51% | 57 |
|
|
2019
Q4 | $3.56M | Buy |
26,587
+8,075
| +44% | +$1.08M | 0.35% | 73 |
|
|
2019
Q3 | $2.69M | Buy |
18,512
+167
| +0.9% | +$24.3K | 0.31% | 93 |
|
|
2019
Q2 | $2.53M | Sell |
18,345
-439
| -2% | -$60.5K | 0.3% | 96 |
|
|
2019
Q1 | $2.65M | Sell |
18,784
-1,905
| -9% | -$269K | 0.31% | 92 |
|
|
2018
Q4 | $2.35M | Sell |
20,689
-756
| -4% | -$85.9K | 0.31% | 89 |
|
|
2018
Q3 | $3.24M | Buy |
21,445
+230
| +1% | +$34.8K | 0.38% | 74 |
|
|
2018
Q2 | $2.96M | Buy |
21,215
+850
| +4% | +$119K | 0.37% | 75 |
|
|
2018
Q1 | $3.13M | Sell |
20,365
-150
| -0.7% | -$23K | 0.4% | 66 |
|
|
2017
Q4 | $3.15M | Sell |
20,515
-2,790
| -12% | -$428K | 0.34% | 66 |
|
|
2017
Q3 | $3.38M | Sell |
23,305
-2,415
| -9% | -$350K | 0.38% | 62 |
|
|
2017
Q2 | $3.96M | Buy |
25,720
+854
| +3% | +$131K | 0.45% | 57 |
|
|
2017
Q1 | $4.33M | Buy |
24,866
+392
| +2% | +$68.3K | 0.5% | 53 |
|
|
2016
Q4 | $4.06M | Sell |
24,474
-852
| -3% | -$141K | 0.49% | 55 |
|
|
2016
Q3 | $4.02M | Sell |
25,326
-3,191
| -11% | -$507K | 0.49% | 57 |
|
|
2016
Q2 | $4.33M | Sell |
28,517
-1,011
| -3% | -$153K | 0.55% | 51 |
|
|
2016
Q1 | $4.47M | Buy |
29,528
+605
| +2% | +$91.6K | 0.58% | 48 |
|
|
2015
Q4 | $3.98M | Buy |
28,923
+3,405
| +13% | +$469K | 0.51% | 54 |
|
|
2015
Q3 | $3.7M | Sell |
25,518
-910
| -3% | -$132K | 0.49% | 55 |
|
|
2015
Q2 | $4.3M | Sell |
26,428
-323
| -1% | -$52.5K | 0.5% | 50 |
|
|
2015
Q1 | $4.29M | Sell |
26,751
-827
| -3% | -$133K | 0.5% | 50 |
|
|
2014
Q4 | $4.43M | Sell |
27,578
-4,950
| -15% | -$794K | 0.53% | 47 |
|
|
2014
Q3 | $6.18M | Sell |
32,528
-4,315
| -12% | -$819K | 0.75% | 34 |
|
|
2014
Q2 | $6.68M | Sell |
36,843
-843
| -2% | -$153K | 0.85% | 29 |
|
|
2014
Q1 | $7.25M | Sell |
37,686
-535
| -1% | -$103K | 0.98% | 19 |
|
|
2013
Q4 | $7.17M | Buy |
38,221
+6,775
| +22% | +$1.27M | 0.98% | 21 |
|
|
2013
Q3 | $5.82M | Sell |
31,446
-3,235
| -9% | -$599K | 0.86% | 34 |
|
|
2013
Q2 | $6.63M | Buy |
+34,681
| New | +$6.63M | 1.08% | 20 |
|