SRC
Shufro Rose & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Sell |
71,040
-1,507
| -2% | -$375K | 1.42% | 22 |
|
|
2025
Q1 | $18M | Sell |
72,547
-621
| -0.8% | -$154K | 1.42% | 22 |
|
|
2024
Q4 | $16.1M | Sell |
73,168
-144
| -0.2% | -$31.7K | 1.24% | 26 |
|
|
2024
Q3 | $12.7M | Hold |
73,312
| – | – | 1.03% | 28 |
|
|
2024
Q2 | $12.7M | Buy |
73,312
+11,475
| +19% | +$1.98M | 1.03% | 28 |
|
|
2024
Q1 | $11.8M | Buy |
61,837
+52,467
| +560% | +$10M | 0.97% | 30 |
|
|
2023
Q4 | $1.31M | Hold |
9,370
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $1.31M | Sell |
9,370
-154
| -2% | -$21.6K | 0.12% | 98 |
|
|
2023
Q2 | $1.27M | Sell |
9,524
-4,269
| -31% | -$571K | 0.12% | 99 |
|
|
2023
Q1 | $1.81M | Sell |
13,793
-565
| -4% | -$74.1K | 0.17% | 76 |
|
|
2022
Q4 | $2.02M | Hold |
14,358
| – | – | 0.17% | 78 |
|
|
2022
Q3 | $1.71M | Buy |
14,358
+301
| +2% | +$35.8K | 0.17% | 77 |
|
|
2022
Q2 | $1.99M | Buy |
14,057
+1,420
| +11% | +$201K | 0.17% | 74 |
|
|
2022
Q1 | $1.64M | Buy |
12,637
+337
| +3% | +$43.8K | 0.13% | 89 |
|
|
2021
Q4 | $1.64M | Sell |
12,300
-235
| -2% | -$31.4K | 0.12% | 96 |
|
|
2021
Q3 | $1.74M | Sell |
12,535
-716
| -5% | -$99.4K | 0.14% | 85 |
|
|
2021
Q2 | $1.94M | Sell |
13,251
-134
| -1% | -$19.6K | 0.15% | 75 |
|
|
2021
Q1 | $1.78M | Buy |
13,385
+17
| +0.1% | +$2.27K | 0.14% | 76 |
|
|
2020
Q4 | $1.68M | Sell |
13,368
-1,938
| -13% | -$244K | 0.14% | 81 |
|
|
2020
Q3 | $1.86M | Buy |
15,306
+2,057
| +16% | +$250K | 0.18% | 76 |
|
|
2020
Q2 | $1.6M | Sell |
13,249
-169
| -1% | -$20.4K | 0.16% | 74 |
|
|
2020
Q1 | $1.49M | Sell |
13,418
-865
| -6% | -$95.9K | 0.18% | 77 |
|
|
2019
Q4 | $1.91M | Buy |
14,283
+1,325
| +10% | +$178K | 0.17% | 77 |
|
|
2019
Q3 | $1.88M | Buy |
12,958
+373
| +3% | +$54.2K | 0.19% | 78 |
|
|
2019
Q2 | $1.74M | Buy |
12,585
+17
| +0.1% | +$2.34K | 0.17% | 82 |
|
|
2019
Q1 | $1.77M | Sell |
12,568
-1,782
| -12% | -$251K | 0.18% | 84 |
|
|
2018
Q4 | $1.63M | Sell |
14,350
-1,190
| -8% | -$135K | 0.18% | 85 |
|
|
2018
Q3 | $2.35M | Sell |
15,540
-420
| -3% | -$63.5K | 0.22% | 86 |
|
|
2018
Q2 | $2.23M | Sell |
15,960
-297
| -2% | -$41.5K | 0.21% | 87 |
|
|
2018
Q1 | $2.49M | Buy |
16,257
+283
| +2% | +$43.4K | 0.25% | 79 |
|
|
2017
Q4 | $2.45M | Sell |
15,974
-3,287
| -17% | -$504K | 0.24% | 80 |
|
|
2017
Q3 | $2.79M | Buy |
19,261
+100
| +0.5% | +$14.5K | 0.28% | 71 |
|
|
2017
Q2 | $2.95M | Sell |
19,161
-125
| -0.6% | -$19.2K | 0.31% | 66 |
|
|
2017
Q1 | $3.36M | Buy |
19,286
+303
| +2% | +$52.8K | 0.36% | 63 |
|
|
2016
Q4 | $3.15M | Buy |
18,983
+2,232
| +13% | +$370K | 0.35% | 63 |
|
|
2016
Q3 | $2.66M | Sell |
16,751
-548
| -3% | -$87.1K | 0.3% | 72 |
|
|
2016
Q2 | $2.63M | Sell |
17,299
-600
| -3% | -$91.1K | 0.29% | 76 |
|
|
2016
Q1 | $2.71M | Buy |
17,899
+288
| +2% | +$43.6K | 0.3% | 74 |
|
|
2015
Q4 | $2.42M | Hold |
17,611
| – | – | 0.28% | 81 |
|
|
2015
Q3 | $2.55M | Buy |
17,611
+175
| +1% | +$25.4K | 0.31% | 79 |
|
|
2015
Q2 | $2.84M | Sell |
17,436
-70
| -0.4% | -$11.4K | 0.3% | 74 |
|
|
2015
Q1 | $2.81M | Sell |
17,506
-560
| -3% | -$89.9K | 0.29% | 73 |
|
|
2014
Q4 | $2.9M | Buy |
18,066
+567
| +3% | +$91K | 0.29% | 76 |
|
|
2014
Q3 | $3.32M | Sell |
17,499
-65
| -0.4% | -$12.3K | 0.34% | 73 |
|
|
2014
Q2 | $3.18M | Sell |
17,564
-784
| -4% | -$142K | 0.33% | 72 |
|
|
2014
Q1 | $3.53M | Sell |
18,348
-10
| -0.1% | -$1.92K | 0.37% | 68 |
|
|
2013
Q4 | $3.44M | Sell |
18,358
-437
| -2% | -$82K | 0.36% | 67 |
|
|
2013
Q3 | $3.48M | Sell |
18,795
-100
| -0.5% | -$18.5K | 0.4% | 65 |
|
|
2013
Q2 | $3.61M | Buy |
+18,895
| New | +$3.61M | 0.43% | 62 |
|