Sequoia Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56M | Buy |
189,838
+10,213
| +6% | +$3.01M | 0.38% | 55 |
|
|
2025
Q1 | $44.7M | Buy |
179,625
+5,693
| +3% | +$1.42M | 0.34% | 64 |
|
|
2024
Q4 | $38.2M | Buy |
173,932
+56,353
| +48% | +$12.4M | 0.37% | 59 |
|
|
2024
Q3 | $26M | Buy |
117,579
+22,700
| +24% | +$5.02M | 0.28% | 81 |
|
|
2024
Q2 | $16.4M | Buy |
94,879
+8,851
| +10% | +$1.53M | 0.2% | 103 |
|
|
2024
Q1 | $16.4M | Sell |
86,028
-1,010
| -1% | -$193K | 0.2% | 102 |
|
|
2023
Q4 | $14.2M | Buy |
87,038
+67,867
| +354% | +$11.1M | 0.18% | 113 |
|
|
2023
Q3 | $2.69M | Sell |
19,171
-628
| -3% | -$88.1K | 0.05% | 201 |
|
|
2023
Q2 | $2.65M | Buy |
19,799
+1,353
| +7% | +$181K | 0.05% | 206 |
|
|
2023
Q1 | $2.42M | Sell |
18,446
-785
| -4% | -$103K | 0.05% | 194 |
|
|
2022
Q4 | $2.71M | Buy |
19,231
+7,182
| +60% | +$1.01M | 0.07% | 172 |
|
|
2022
Q3 | $1.43M | Sell |
12,049
-906
| -7% | -$108K | 0.05% | 183 |
|
|
2022
Q2 | $1.83M | Sell |
12,955
-4,070
| -24% | -$575K | 0.05% | 184 |
|
|
2022
Q1 | $2.21M | Buy |
17,025
+1,382
| +9% | +$180K | 0.06% | 183 |
|
|
2021
Q4 | $2.09M | Buy |
15,643
+9,622
| +160% | +$1.29M | 0.06% | 176 |
|
|
2021
Q3 | $800K | Sell |
6,021
-21,480
| -78% | -$2.85M | 0.08% | 123 |
|
|
2021
Q2 | $3.85M | Buy |
27,501
+4,477
| +19% | +$627K | 0.14% | 104 |
|
|
2021
Q1 | $2.93M | Buy |
23,024
+1,430
| +7% | +$182K | 0.12% | 104 |
|
|
2020
Q4 | $2.6M | Buy |
21,594
+1,522
| +8% | +$183K | 0.12% | 101 |
|
|
2020
Q3 | $2.34M | Buy |
20,072
+428
| +2% | +$49.8K | 0.12% | 100 |
|
|
2020
Q2 | $2.27M | Sell |
19,644
-3,497
| -15% | -$404K | 0.13% | 84 |
|
|
2020
Q1 | $2.45M | Sell |
23,141
-14,846
| -39% | -$1.57M | 0.18% | 69 |
|
|
2019
Q4 | $4.87M | Sell |
37,987
-5,018
| -12% | -$643K | 0.31% | 48 |
|
|
2019
Q3 | $5.98M | Buy |
43,005
+4,143
| +11% | +$576K | 0.43% | 30 |
|
|
2019
Q2 | $5.12M | Buy |
38,862
+3,744
| +11% | +$494K | 0.38% | 38 |
|
|
2019
Q1 | $4.74M | Buy |
35,118
+27,787
| +379% | +$3.75M | 0.39% | 41 |
|
|
2018
Q4 | $797K | Sell |
7,331
-2,631
| -26% | -$286K | 0.09% | 117 |
|
|
2018
Q3 | $1.44M | Sell |
9,962
-52
| -0.5% | -$7.52K | 0.14% | 93 |
|
|
2018
Q2 | $1.34M | Buy |
10,014
+1,295
| +15% | +$173K | 0.14% | 93 |
|
|
2018
Q1 | $1.28M | Sell |
8,719
-1,264
| -13% | -$185K | 0.13% | 97 |
|
|
2017
Q4 | $1.46M | Buy |
9,983
+179
| +2% | +$26.3K | 0.15% | 91 |
|
|
2017
Q3 | $1.36M | Buy |
9,804
+184
| +2% | +$25.5K | 0.16% | 90 |
|
|
2017
Q2 | $1.42M | Sell |
9,620
-36
| -0.4% | -$5.3K | 0.18% | 92 |
|
|
2017
Q1 | $1.61M | Sell |
9,656
-19,934
| -67% | -$3.32M | 0.2% | 83 |
|
|
2016
Q4 | $4.7M | Buy |
29,590
+3,028
| +11% | +$481K | 0.67% | 34 |
|
|
2016
Q3 | $4.03M | Buy |
26,562
+886
| +3% | +$135K | 0.75% | 22 |
|
|
2016
Q2 | $3.73M | Buy |
25,676
+17,757
| +224% | +$2.58M | 1.04% | 20 |
|
|
2016
Q1 | $1.15M | Buy |
7,919
+2,047
| +35% | +$296K | 0.37% | 52 |
|
|
2015
Q4 | $773K | Buy |
5,872
+409
| +7% | +$53.8K | 0.31% | 65 |
|
|
2015
Q3 | $757K | Buy |
5,463
+104
| +2% | +$14.4K | 0.33% | 66 |
|
|
2015
Q2 | $833K | Buy |
5,359
+199
| +4% | +$30.9K | 0.35% | 64 |
|
|
2015
Q1 | $792K | Buy |
5,160
+544
| +12% | +$83.5K | 0.36% | 66 |
|
|
2014
Q4 | $708K | Buy |
4,616
+12
| +0.3% | +$1.84K | 0.48% | 49 |
|
|
2014
Q3 | $836K | Buy |
4,604
+49
| +1% | +$8.9K | 0.58% | 41 |
|
|
2014
Q2 | $789K | Sell |
4,555
-81
| -2% | -$14K | 0.6% | 39 |
|
|
2014
Q1 | $853K | Sell |
4,636
-23
| -0.5% | -$4.23K | 0.71% | 28 |
|
|
2013
Q4 | $835K | Buy |
+4,659
| New | +$835K | 0.69% | 31 |
|