TIA
Tiemann Investment Advisors’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $525K | Buy |
1,780
+85
| +5% | +$25.1K | 0.21% | 84 |
|
2025
Q1 | $421K | Sell |
1,695
-40
| -2% | -$9.95K | 0.19% | 98 |
|
2024
Q4 | $381K | Sell |
1,735
-5
| -0.3% | -$1.1K | 0.17% | 103 |
|
2024
Q3 | $385K | Sell |
1,740
-100
| -5% | -$22.1K | 0.17% | 115 |
|
2024
Q2 | $318K | Sell |
1,840
-400
| -18% | -$69.2K | 0.14% | 132 |
|
2024
Q1 | $428K | Hold |
2,240
| – | – | 0.19% | 103 |
|
2023
Q4 | $366K | Buy |
2,240
+265
| +13% | +$43.3K | 0.18% | 118 |
|
2023
Q3 | $277K | Sell |
1,975
-200
| -9% | -$28.1K | 0.15% | 140 |
|
2023
Q2 | $291K | Sell |
2,175
-357
| -14% | -$47.8K | 0.15% | 144 |
|
2023
Q1 | $332K | Sell |
2,532
-75
| -3% | -$9.83K | 0.18% | 125 |
|
2022
Q4 | $367K | Buy |
2,607
+225
| +9% | +$31.7K | 0.22% | 110 |
|
2022
Q3 | $283K | Sell |
2,382
-1,595
| -40% | -$189K | 0.18% | 125 |
|
2022
Q2 | $562K | Buy |
3,977
+162
| +4% | +$22.9K | 0.3% | 77 |
|
2022
Q1 | $496K | Sell |
3,815
-238
| -6% | -$30.9K | 0.23% | 95 |
|
2021
Q4 | $542K | Sell |
4,053
-48
| -1% | -$6.42K | 0.23% | 97 |
|
2021
Q3 | $570K | Sell |
4,101
-39
| -0.9% | -$5.42K | 0.27% | 82 |
|
2021
Q2 | $607K | Buy |
4,140
+2
| +0% | +$293 | 0.28% | 86 |
|
2021
Q1 | $552K | Sell |
4,138
-48
| -1% | -$6.4K | 0.28% | 89 |
|
2020
Q4 | $527K | Sell |
4,186
-339
| -7% | -$42.7K | 0.28% | 88 |
|
2020
Q3 | $551K | Buy |
4,525
+42
| +0.9% | +$5.11K | 0.34% | 71 |
|
2020
Q2 | $541K | Sell |
4,483
-83
| -2% | -$10K | 0.37% | 69 |
|
2020
Q1 | $507K | Sell |
4,566
-338
| -7% | -$37.5K | 0.44% | 59 |
|
2019
Q4 | $657K | Sell |
4,904
-98
| -2% | -$13.1K | 0.45% | 61 |
|
2019
Q3 | $728K | Sell |
5,002
-174
| -3% | -$25.3K | 0.53% | 52 |
|
2019
Q2 | $714K | Buy |
5,176
+2
| +0% | +$276 | 0.52% | 53 |
|
2019
Q1 | $730K | Buy |
5,174
+47
| +0.9% | +$6.63K | 0.56% | 52 |
|
2018
Q4 | $583K | Sell |
5,127
-473
| -8% | -$53.8K | 0.52% | 55 |
|
2018
Q3 | $847K | Sell |
5,600
-319
| -5% | -$48.2K | 0.64% | 51 |
|
2018
Q2 | $827K | Sell |
5,919
-18
| -0.3% | -$2.52K | 0.66% | 49 |
|
2018
Q1 | $911K | Buy |
5,937
+61
| +1% | +$9.36K | 0.73% | 43 |
|
2017
Q4 | $902K | Sell |
5,876
-114
| -2% | -$17.5K | 0.72% | 41 |
|
2017
Q3 | $869K | Sell |
5,990
-98
| -2% | -$14.2K | 0.73% | 39 |
|
2017
Q2 | $937K | Sell |
6,088
-184
| -3% | -$28.3K | 0.84% | 35 |
|
2017
Q1 | $1.09M | Sell |
6,272
-174
| -3% | -$30.3K | 1.01% | 27 |
|
2016
Q4 | $1.07M | Sell |
6,446
-184
| -3% | -$30.5K | 1.05% | 26 |
|
2016
Q3 | $1.05M | Sell |
6,630
-339
| -5% | -$53.8K | 0.96% | 27 |
|
2016
Q2 | $1.06M | Sell |
6,969
-133
| -2% | -$20.2K | 0.99% | 26 |
|
2016
Q1 | $1.08M | Buy |
7,102
+591
| +9% | +$89.5K | 1.06% | 24 |
|
2015
Q4 | $896K | Sell |
6,511
-12
| -0.2% | -$1.65K | 0.91% | 32 |
|
2015
Q3 | $946K | Buy |
6,523
+1,498
| +30% | +$217K | 1.03% | 24 |
|
2015
Q2 | $817K | Buy |
5,025
+74
| +1% | +$12K | 0.84% | 35 |
|
2015
Q1 | $795K | Sell |
4,951
-99
| -2% | -$15.9K | 0.83% | 33 |
|
2014
Q4 | $810K | Sell |
5,050
-409
| -7% | -$65.6K | 0.87% | 30 |
|
2014
Q3 | $1.04M | Sell |
5,459
-104
| -2% | -$19.7K | 1.15% | 21 |
|
2014
Q2 | $1.01M | Buy |
5,563
+170
| +3% | +$30.8K | 1.12% | 21 |
|
2014
Q1 | $1.04M | Sell |
5,393
-309
| -5% | -$59.5K | 1.16% | 19 |
|
2013
Q4 | $1.07M | Buy |
+5,702
| New | +$1.07M | 1.27% | 17 |
|