UAS
United Asset Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
2,437
+2
| +0.1% | +$590 | 0.06% | 168 |
|
|
2025
Q1 | $606K | Sell |
2,435
-51
| -2% | -$12.7K | 0.06% | 182 |
|
|
2024
Q4 | $547K | Buy |
2,486
+2
| +0.1% | +$440 | 0.05% | 177 |
|
|
2024
Q3 | $549K | Sell |
2,484
-28
| -1% | -$6.19K | 0.05% | 182 |
|
|
2024
Q2 | $434K | Buy |
2,512
+99
| +4% | +$17.1K | 0.04% | 185 |
|
|
2024
Q1 | $461K | Sell |
2,413
-3
| -0.1% | -$573 | 0.05% | 191 |
|
|
2023
Q4 | $395K | Buy |
+2,416
| New | +$395K | 0.04% | 194 |
|
|
2023
Q2 | – | Sell |
-10,453
| Closed | -$1.37M | – | 237 |
|
|
2023
Q1 | $1.37M | Sell |
10,453
-736
| -7% | -$96.5K | 0.18% | 113 |
|
|
2022
Q4 | $1.58M | Sell |
11,189
-11
| -0.1% | -$1.55K | 0.22% | 93 |
|
|
2022
Q3 | $1.33M | Buy |
11,200
+8,717
| +351% | +$1.04M | 0.2% | 101 |
|
|
2022
Q2 | $351K | Buy |
2,483
+3
| +0.1% | +$424 | 0.05% | 172 |
|
|
2022
Q1 | $322K | Sell |
2,480
-5,610
| -69% | -$728K | 0.04% | 176 |
|
|
2021
Q4 | $1.08M | Sell |
8,090
-2,270
| -22% | -$303K | 0.13% | 122 |
|
|
2021
Q3 | $1.44M | Buy |
10,360
+757
| +8% | +$105K | 0.19% | 95 |
|
|
2021
Q2 | $1.41M | Buy |
9,603
+811
| +9% | +$119K | 0.19% | 93 |
|
|
2021
Q1 | $1.17M | Sell |
8,792
-390
| -4% | -$52K | 0.17% | 98 |
|
|
2020
Q4 | $1.16M | Sell |
9,182
-1,634
| -15% | -$206K | 0.18% | 96 |
|
|
2020
Q3 | $1.32M | Buy |
10,816
+456
| +4% | +$55.5K | 0.24% | 79 |
|
|
2020
Q2 | $1.25M | Hold |
10,360
| – | – | 0.25% | 81 |
|
|
2020
Q1 | $1.15M | Sell |
10,360
-594
| -5% | -$65.9K | 0.29% | 76 |
|
|
2019
Q4 | $1.47M | Sell |
10,954
-11,449
| -51% | -$1.53M | 0.29% | 85 |
|
|
2019
Q3 | $3.26M | Buy |
22,403
+1,621
| +8% | +$236K | 0.71% | 49 |
|
|
2019
Q2 | $2.87M | Buy |
20,782
+1,683
| +9% | +$232K | 0.66% | 52 |
|
|
2019
Q1 | $2.7M | Buy |
19,099
+2,821
| +17% | +$398K | 0.63% | 51 |
|
|
2018
Q4 | $1.85M | Buy |
16,278
+700
| +4% | +$79.6K | 0.51% | 60 |
|
|
2018
Q3 | $2.36M | Buy |
15,578
+906
| +6% | +$137K | 0.55% | 57 |
|
|
2018
Q2 | $2.05M | Buy |
14,672
+6,600
| +82% | +$922K | 0.54% | 57 |
|
|
2018
Q1 | $1.24M | Buy |
8,072
+2,270
| +39% | +$348K | 0.37% | 72 |
|
|
2017
Q4 | $890K | Buy |
5,802
+92
| +2% | +$14.1K | 0.24% | 91 |
|
|
2017
Q3 | $828K | Sell |
5,710
-1,141
| -17% | -$165K | 0.47% | 54 |
|
|
2017
Q2 | $1.05M | Sell |
6,851
-333
| -5% | -$51.2K | 0.31% | 76 |
|
|
2017
Q1 | $1.25M | Sell |
7,184
-12,542
| -64% | -$2.18M | 0.38% | 67 |
|
|
2016
Q4 | $3.27M | Sell |
19,726
-4,242
| -18% | -$704K | 1.07% | 37 |
|
|
2016
Q3 | $3.81M | Buy |
23,968
+177
| +0.7% | +$28.1K | 1.33% | 30 |
|
|
2016
Q2 | $3.61M | Buy |
23,791
+2,360
| +11% | +$358K | 1.35% | 30 |
|
|
2016
Q1 | $3.25M | Sell |
21,431
-13,688
| -39% | -$2.07M | 1.45% | 25 |
|
|
2015
Q4 | $4.83M | Buy |
35,119
+29,224
| +496% | +$4.02M | 2.1% | 15 |
|
|
2015
Q3 | $855K | Buy |
5,895
+134
| +2% | +$19.4K | 0.39% | 61 |
|
|
2015
Q2 | $937K | Sell |
5,761
-37
| -0.6% | -$6.02K | 0.42% | 65 |
|
|
2015
Q1 | $993K | Buy |
5,798
+1
| +0% | +$171 | 0.46% | 62 |
|
|
2014
Q4 | $930K | Sell |
5,797
-387
| -6% | -$62.1K | 0.4% | 67 |
|
|
2014
Q3 | $1.17M | Buy |
+6,184
| New | +$1.17M | 0.53% | 60 |
|