Sanders Morris Harris’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
900
| – | – | 0.06% | 113 |
|
|
2025
Q1 | $224K | Hold |
900
| – | – | 0.03% | 242 |
|
|
2024
Q4 | $201K | Buy |
+900
| New | +$201K | 0.03% | 263 |
|
|
2023
Q3 | – | Sell |
-3,400
| Closed | -$455K | – | 266 |
|
|
2023
Q2 | $455K | Hold |
3,400
| – | – | 0.1% | 149 |
|
|
2023
Q1 | $446K | Buy |
+3,400
| New | +$446K | 0.16% | 63 |
|
|
2022
Q4 | – | Sell |
-4,200
| Closed | -$499K | – | 233 |
|
|
2022
Q3 | $499K | Hold |
4,200
| – | – | 0.12% | 130 |
|
|
2022
Q2 | $593K | Buy |
4,200
+100
| +2% | +$14.1K | 0.13% | 118 |
|
|
2022
Q1 | $533K | Hold |
4,100
| – | – | 0.1% | 157 |
|
|
2021
Q4 | $548K | Buy |
4,100
+21
| +0.5% | +$2.81K | 0.09% | 160 |
|
|
2021
Q3 | $541K | Hold |
4,079
| – | – | 0.1% | 154 |
|
|
2021
Q2 | $571K | Sell |
4,079
-9,937
| -71% | -$1.39M | 0.11% | 155 |
|
|
2021
Q1 | $1.79M | Buy |
14,016
+104
| +0.7% | +$13.3K | 0.38% | 50 |
|
|
2020
Q4 | $1.67M | Hold |
13,912
| – | – | 0.38% | 55 |
|
|
2020
Q3 | $1.62M | Sell |
13,912
-235
| -2% | -$27.3K | 0.44% | 49 |
|
|
2020
Q2 | $1.63M | Hold |
14,147
| – | – | 0.79% | 23 |
|
|
2020
Q1 | $2K | Buy |
14,147
+9,058
| +178% | +$1.28K | ﹤0.01% | 133 |
|
|
2019
Q4 | $679K | Hold |
5,089
| – | – | 0.15% | 140 |
|
|
2019
Q3 | $701K | Sell |
5,089
-209
| -4% | -$28.8K | 0.17% | 118 |
|
|
2019
Q2 | $701K | Buy |
5,298
+1,569
| +42% | +$208K | 0.18% | 120 |
|
|
2019
Q1 | $503K | Hold |
3,729
| – | – | 0.24% | 56 |
|
|
2018
Q4 | $405K | Sell |
3,729
-366
| -9% | -$39.8K | 0.22% | 62 |
|
|
2018
Q3 | $592K | Hold |
4,095
| – | – | 0.28% | 58 |
|
|
2018
Q2 | $547K | Hold |
4,095
| – | – | 0.25% | 62 |
|
|
2018
Q1 | $601K | Buy |
4,095
+2,526
| +161% | +$371K | 0.25% | 66 |
|
|
2017
Q4 | $230K | Sell |
1,569
-293
| -16% | -$43K | 0.1% | 100 |
|
|
2017
Q3 | $258K | Hold |
1,862
| – | – | 0.11% | 104 |
|
|
2017
Q2 | $274K | Sell |
1,862
-52
| -3% | -$7.65K | 0.11% | 94 |
|
|
2017
Q1 | $319K | Sell |
1,914
-523
| -21% | -$87.2K | 0.12% | 98 |
|
|
2016
Q4 | $387K | Hold |
2,437
| – | – | 0.18% | 71 |
|
|
2016
Q3 | $388K | Sell |
2,437
-291
| -11% | -$46.3K | 0.12% | 101 |
|
|
2016
Q2 | $396K | Sell |
2,728
-22,442
| -89% | -$3.26M | 0.09% | 157 |
|
|
2016
Q1 | $3.63M | Buy |
+25,170
| New | +$3.63M | 0.63% | 32 |
|