SRH 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 | $177K | Hold |
600
| – | – | 0.05% | 63 |
|
|
2025
Q1 | $149K | Sell |
600
-500
| -45% | -$124K | 0.05% | 67 |
|
|
2024
Q4 | $242K | Hold |
1,100
| – | – | 0.07% | 48 |
|
|
2024
Q3 | $243K | Hold |
1,100
| – | – | 0.07% | 52 |
|
|
2024
Q2 | $190K | Hold |
1,100
| – | – | 0.06% | 61 |
|
|
2024
Q1 | $210K | Hold |
1,100
| – | – | 0.07% | 57 |
|
|
2023
Q4 | $180K | Hold |
1,100
| – | – | 0.06% | 61 |
|
|
2023
Q3 | $154K | Sell |
1,100
-99
| -8% | -$13.9K | 0.08% | 64 |
|
|
2023
Q2 | $157K | Hold |
1,199
| – | – | 0.08% | 64 |
|
|
2023
Q1 | $157K | Hold |
1,199
| – | – | 0.08% | 63 |
|
|
2022
Q4 | $169K | Sell |
1,199
-33
| -3% | -$4.65K | 0.09% | 60 |
|
|
2022
Q3 | $146K | Hold |
1,232
| – | – | 0.19% | 62 |
|
|
2022
Q2 | $174K | Hold |
1,232
| – | – | 0.21% | 58 |
|
|
2022
Q1 | $160K | Hold |
1,232
| – | – | 0.18% | 70 |
|
|
2021
Q4 | $165K | Sell |
1,232
-106
| -8% | -$14.2K | 0.19% | 67 |
|
|
2021
Q3 | $178K | Sell |
1,338
-1,147
| -46% | -$153K | 0.22% | 63 |
|
|
2021
Q2 | $348K | Buy |
2,485
+3
| +0.1% | +$420 | 0.43% | 38 |
|
|
2021
Q1 | $316K | Buy |
2,482
+5
| +0.2% | +$637 | 0.45% | 39 |
|
|
2020
Q4 | $298K | Buy |
2,477
+1,050
| +74% | +$126K | 0.49% | 34 |
|
|
2020
Q3 | $166K | Buy |
1,427
+4
| +0.3% | +$465 | 0.32% | 47 |
|
|
2020
Q2 | $164K | Buy |
1,423
+6
| +0.4% | +$691 | 0.41% | 43 |
|
|
2020
Q1 | $150K | Buy |
1,417
+4
| +0.3% | +$423 | 0.42% | 45 |
|
|
2019
Q4 | $181K | Buy |
1,413
+4
| +0.3% | +$512 | 0.58% | 40 |
|
|
2019
Q3 | $196K | Sell |
1,409
-52
| -4% | -$7.23K | 0.66% | 34 |
|
|
2019
Q2 | $193K | Sell |
1,461
-45
| -3% | -$5.95K | 0.66% | 37 |
|
|
2019
Q1 | $203K | Buy |
1,506
+3
| +0.2% | +$404 | 0.72% | 33 |
|
|
2018
Q4 | $163K | Sell |
1,503
-66
| -4% | -$7.16K | 0.62% | 38 |
|
|
2018
Q3 | $227K | Buy |
1,569
+105
| +7% | +$15.2K | 0.78% | 31 |
|
|
2018
Q2 | $196K | Hold |
1,464
| – | – | 0.73% | 34 |
|
|
2018
Q1 | $215K | Hold |
1,464
| – | – | 0.85% | 26 |
|
|
2017
Q4 | $215K | Hold |
1,464
| – | – | 0.85% | 27 |
|
|
2017
Q3 | $203K | Sell |
1,464
-1,308
| -47% | -$181K | 0.86% | 27 |
|
|
2017
Q2 | $408K | Hold |
2,772
| – | – | 1.94% | 14 |
|
|
2017
Q1 | $461K | Hold |
2,772
| – | – | 2.15% | 13 |
|
|
2016
Q4 | $440K | Hold |
2,772
| – | – | 2.19% | 13 |
|
|
2016
Q3 | $421K | Hold |
2,772
| – | – | 2.2% | 12 |
|
|
2016
Q2 | $402K | Hold |
2,772
| – | – | 2.14% | 12 |
|
|
2016
Q1 | $401K | Hold |
2,772
| – | – | 2.21% | 11 |
|
|
2015
Q4 | $365K | Hold |
2,772
| – | – | 2.15% | 11 |
|
|
2015
Q3 | $384K | Hold |
2,772
| – | – | 2.25% | 10 |
|
|
2015
Q2 | $431K | Hold |
2,772
| – | – | 2.72% | 7 |
|
|
2015
Q1 | $425K | Hold |
2,772
| – | – | 2.81% | 8 |
|
|
2014
Q4 | $425K | Hold |
2,772
| – | – | 2.89% | 7 |
|
|
2014
Q3 | $503K | Hold |
2,772
| – | – | 3.88% | 3 |
|
|
2014
Q2 | $480K | Hold |
2,772
| – | – | 3.78% | 4 |
|
|
2014
Q1 | $510K | Hold |
2,772
| – | – | 4.08% | 4 |
|
|
2013
Q4 | $497K | Buy |
+2,772
| New | +$497K | 4.89% | 4 |
|