SHGA
Sand Hill Global Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Sell |
2,840
-87
| -3% | -$25.6K | 0.03% | 124 |
|
|
2025
Q1 | $728K | Sell |
2,927
-280
| -9% | -$69.6K | 0.03% | 128 |
|
|
2024
Q4 | $705K | Sell |
3,207
-56
| -2% | -$12.3K | 0.03% | 126 |
|
|
2024
Q3 | $721K | Buy |
3,263
+198
| +6% | +$43.8K | 0.03% | 120 |
|
|
2024
Q2 | $530K | Buy |
3,065
+444
| +17% | +$76.8K | 0.02% | 135 |
|
|
2024
Q1 | $501K | Hold |
2,621
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $429K | Buy |
2,621
+43
| +2% | +$7.03K | 0.02% | 129 |
|
|
2023
Q3 | $362K | Sell |
2,578
-8
| -0.3% | -$1.12K | 0.02% | 124 |
|
|
2023
Q2 | $346K | Sell |
2,586
-670
| -21% | -$89.7K | 0.02% | 130 |
|
|
2023
Q1 | $427K | Buy |
3,256
+558
| +21% | +$73.1K | 0.02% | 124 |
|
|
2022
Q4 | $380K | Sell |
2,698
-201
| -7% | -$28.3K | 0.02% | 135 |
|
|
2022
Q3 | $344K | Sell |
2,899
-138
| -5% | -$16.4K | 0.02% | 130 |
|
|
2022
Q2 | $429K | Buy |
3,037
+340
| +13% | +$48K | 0.02% | 121 |
|
|
2022
Q1 | $351K | Buy |
2,697
+253
| +10% | +$32.9K | 0.02% | 124 |
|
|
2021
Q4 | $327K | Sell |
2,444
-5
| -0.2% | -$669 | 0.02% | 128 |
|
|
2021
Q3 | $340K | Sell |
2,449
-68
| -3% | -$9.44K | 0.02% | 121 |
|
|
2021
Q2 | $369K | Buy |
2,517
+117
| +5% | +$17.2K | 0.02% | 115 |
|
|
2021
Q1 | $320K | Sell |
2,400
-157
| -6% | -$20.9K | 0.02% | 109 |
|
|
2020
Q4 | $322K | Sell |
2,557
-113
| -4% | -$14.2K | 0.02% | 114 |
|
|
2020
Q3 | $325K | Sell |
2,670
-217
| -8% | -$26.4K | 0.02% | 107 |
|
|
2020
Q2 | $349K | Sell |
2,887
-20
| -0.7% | -$2.42K | 0.03% | 102 |
|
|
2020
Q1 | $322K | Sell |
2,907
-861
| -23% | -$95.4K | 0.03% | 100 |
|
|
2019
Q4 | $505K | Buy |
3,768
+141
| +4% | +$18.9K | 0.05% | 104 |
|
|
2019
Q3 | $527K | Sell |
3,627
-400
| -10% | -$58.1K | 0.05% | 97 |
|
|
2019
Q2 | $555K | Sell |
4,027
-801
| -17% | -$110K | 0.06% | 74 |
|
|
2019
Q1 | $681K | Buy |
4,828
+255
| +6% | +$36K | 0.07% | 71 |
|
|
2018
Q4 | $520K | Hold |
4,573
| – | – | 0.06% | 78 |
|
|
2018
Q3 | $691K | Sell |
4,573
-60
| -1% | -$9.07K | 0.07% | 70 |
|
|
2018
Q2 | $647K | Buy |
4,633
+3,131
| +208% | +$437K | 0.06% | 71 |
|
|
2018
Q1 | $230K | Sell |
1,502
-3,453
| -70% | -$529K | 0.22% | 73 |
|
|
2017
Q4 | $760K | Buy |
4,955
+1,143
| +30% | +$175K | 0.08% | 67 |
|
|
2017
Q3 | $553K | Sell |
3,812
-531
| -12% | -$77K | 0.06% | 73 |
|
|
2017
Q2 | $668K | Buy |
4,343
+773
| +22% | +$119K | 0.08% | 75 |
|
|
2017
Q1 | $622K | Sell |
3,570
-1,343
| -27% | -$234K | 0.08% | 60 |
|
|
2016
Q4 | $816K | Sell |
4,913
-169
| -3% | -$28.1K | 0.11% | 56 |
|
|
2016
Q3 | $807K | Hold |
5,082
| – | – | 0.12% | 53 |
|
|
2016
Q2 | $771K | Sell |
5,082
-424
| -8% | -$64.3K | 0.12% | 52 |
|
|
2016
Q1 | $834K | Buy |
5,506
+290
| +6% | +$43.9K | 0.13% | 54 |
|
|
2015
Q4 | $718K | Sell |
5,216
-923
| -15% | -$127K | 0.12% | 58 |
|
|
2015
Q3 | $890K | Buy |
6,139
+776
| +14% | +$113K | 0.14% | 58 |
|
|
2015
Q2 | $872K | Buy |
5,363
+216
| +4% | +$35.1K | 0.14% | 59 |
|
|
2015
Q1 | $826K | Sell |
5,147
-436
| -8% | -$70K | 0.13% | 60 |
|
|
2014
Q4 | $896K | Sell |
5,583
-17,879
| -76% | -$2.87M | 0.15% | 59 |
|
|
2014
Q3 | $4.45M | Buy |
23,462
+348
| +2% | +$66.1K | 0.74% | 25 |
|
|
2014
Q2 | $4.19M | Sell |
23,114
-2,224
| -9% | -$403K | 0.79% | 23 |
|
|
2014
Q1 | $4.88M | Buy |
25,338
+944
| +4% | +$182K | 0.99% | 17 |
|
|
2013
Q4 | $4.58M | Sell |
24,394
-5,545
| -19% | -$1.04M | 0.97% | 19 |
|
|
2013
Q3 | $5.54M | Buy |
29,939
+7,777
| +35% | +$1.44M | 0.96% | 18 |
|
|
2013
Q2 | $4.24M | Buy |
+22,162
| New | +$4.24M | 1.17% | 14 |
|