Signature Estate & Investment 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 | $2.22M | Sell |
7,542
-101
| -1% | -$29.8K | 0.05% | 145 |
|
|
2025
Q1 | $1.9M | Sell |
7,643
-128
| -2% | -$31.8K | 0.05% | 145 |
|
|
2024
Q4 | $1.71M | Buy |
7,771
+29
| +0.4% | +$6.38K | 0.04% | 156 |
|
|
2024
Q3 | $1.71M | Sell |
7,742
-717
| -8% | -$159K | 0.04% | 148 |
|
|
2024
Q2 | $1.46M | Buy |
8,459
+6,393
| +309% | +$1.11M | 0.04% | 155 |
|
|
2024
Q1 | $395K | Sell |
2,066
-68
| -3% | -$13K | 0.01% | 127 |
|
|
2023
Q4 | $349K | Buy |
2,134
+511
| +31% | +$83.6K | 0.01% | 140 |
|
|
2023
Q3 | $228K | Buy |
1,623
+16
| +1% | +$2.25K | 0.01% | 161 |
|
|
2023
Q2 | $215K | Buy |
+1,607
| New | +$215K | 0.01% | 166 |
|
|
2022
Q4 | – | Sell |
-2,177
| Closed | -$259K | – | 183 |
|
|
2022
Q3 | $259K | Sell |
2,177
-178
| -8% | -$21.2K | 0.01% | 142 |
|
|
2022
Q2 | $332K | Buy |
2,355
+372
| +19% | +$52.4K | 0.02% | 133 |
|
|
2022
Q1 | $258K | Buy |
1,983
+30
| +2% | +$3.9K | 0.01% | 146 |
|
|
2021
Q4 | $261K | Sell |
1,953
-168
| -8% | -$22.5K | 0.01% | 148 |
|
|
2021
Q3 | $282K | Sell |
2,121
-21
| -1% | -$2.79K | 0.01% | 140 |
|
|
2021
Q2 | $301K | Buy |
2,142
+192
| +10% | +$27K | 0.01% | 135 |
|
|
2021
Q1 | $248K | Sell |
1,950
-1,457
| -43% | -$185K | 0.01% | 147 |
|
|
2020
Q4 | $410K | Buy |
3,407
+241
| +8% | +$29K | 0.02% | 117 |
|
|
2020
Q3 | $368K | Buy |
3,166
+1,275
| +67% | +$148K | 0.02% | 117 |
|
|
2020
Q2 | $218K | Buy |
+1,891
| New | +$218K | 0.02% | 131 |
|
|
2020
Q1 | – | Sell |
-2,205
| Closed | -$283K | – | 143 |
|
|
2019
Q4 | $283K | Sell |
2,205
-75
| -3% | -$9.63K | 0.02% | 136 |
|
|
2019
Q3 | $317K | Buy |
2,280
+232
| +11% | +$32.3K | 0.02% | 128 |
|
|
2019
Q2 | $270K | Hold |
2,048
| – | – | 0.02% | 134 |
|
|
2019
Q1 | $276K | Sell |
2,048
-52
| -2% | -$7.01K | 0.02% | 135 |
|
|
2018
Q4 | $228K | Hold |
2,100
| – | – | 0.02% | 137 |
|
|
2018
Q3 | $304K | Sell |
2,100
-11
| -0.5% | -$1.59K | 0.03% | 110 |
|
|
2018
Q2 | $282K | Sell |
2,111
-10
| -0.5% | -$1.34K | 0.03% | 121 |
|
|
2018
Q1 | $311K | Sell |
2,121
-286
| -12% | -$41.9K | 0.03% | 119 |
|
|
2017
Q4 | $353K | Buy |
+2,407
| New | +$353K | 0.04% | 121 |
|
|
2017
Q2 | – | Sell |
-795
| Closed | -$132K | – | 160 |
|
|
2017
Q1 | $132K | Sell |
795
-61
| -7% | -$10.1K | 0.02% | 164 |
|
|
2016
Q4 | $136K | Buy |
+856
| New | +$136K | 0.02% | 139 |
|
|
2016
Q3 | – | Sell |
-1,011
| Closed | -$147K | – | 164 |
|
|
2016
Q2 | $147K | Buy |
1,011
+197
| +24% | +$28.6K | 0.02% | 142 |
|
|
2016
Q1 | $118K | Buy |
+814
| New | +$118K | 0.02% | 116 |
|
|
2015
Q4 | – | Sell |
-1,345
| Closed | -$186K | – | 124 |
|
|
2015
Q3 | $186K | Sell |
1,345
-357
| -21% | -$49.4K | 0.04% | 88 |
|
|
2015
Q2 | $265K | Sell |
1,702
-302
| -15% | -$47K | 0.06% | 73 |
|
|
2015
Q1 | $308K | Sell |
2,004
-313
| -14% | -$48.1K | 0.08% | 65 |
|
|
2014
Q4 | $355K | Sell |
2,317
-550
| -19% | -$84.3K | 0.12% | 58 |
|
|
2014
Q3 | $520K | Buy |
+2,867
| New | +$520K | 0.19% | 53 |
|