Schechter Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.78M | Buy |
7,148
+797
| +13% | +$198K | 0.15% | 133 |
|
|
2024
Q4 | $1.4M | Buy |
6,351
+43
| +0.7% | +$9.45K | 0.11% | 184 |
|
|
2024
Q3 | $1.39M | Buy |
6,308
+803
| +15% | +$178K | 0.1% | 186 |
|
|
2024
Q2 | $952K | Sell |
5,505
-504
| -8% | -$87.2K | 0.07% | 245 |
|
|
2024
Q1 | $1.15M | Buy |
6,009
+436
| +8% | +$83.3K | 0.09% | 217 |
|
|
2023
Q4 | $911K | Buy |
5,573
+150
| +3% | +$24.5K | 0.08% | 247 |
|
|
2023
Q3 | $761K | Buy |
5,423
+801
| +17% | +$112K | 0.07% | 266 |
|
|
2023
Q2 | $618K | Sell |
4,622
-147
| -3% | -$19.7K | 0.06% | 338 |
|
|
2023
Q1 | $625K | Sell |
4,769
-3,712
| -44% | -$487K | 0.06% | 359 |
|
|
2022
Q4 | $1.19M | Buy |
8,481
+1,840
| +28% | +$259K | 0.11% | 233 |
|
|
2022
Q3 | $789K | Sell |
6,641
-2,026
| -23% | -$241K | 0.08% | 360 |
|
|
2022
Q2 | $1.22M | Buy |
8,667
+3,373
| +64% | +$476K | 0.12% | 214 |
|
|
2022
Q1 | $689K | Buy |
5,294
+1,671
| +46% | +$217K | 0.06% | 428 |
|
|
2021
Q4 | $484K | Buy |
+3,623
| New | +$484K | 0.04% | 508 |
|