YHB Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Buy |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1,000K | Buy |
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|
2024
Q3 | $901K | Sell |
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|
2024
Q2 | $712K | Buy |
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|
2024
Q1 | $757K | Sell |
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|
2023
Q4 | $653K | Sell |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $595K | Sell |
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|
2020
Q1 | $588K | Buy |
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|
2019
Q4 | $700K | Buy |
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|
2019
Q3 | $756K | Buy |
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|
2019
Q2 | $695K | Sell |
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|
2019
Q1 | $742K | Sell |
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|
2018
Q4 | $601K | Sell |
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|
2018
Q3 | $820K | Sell |
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|
2018
Q2 | $794K | Buy |
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|
2018
Q1 | $863K | Sell |
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|
2017
Q4 | $878K | Sell |
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|
2017
Q3 | $928K | Sell |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $1.1M | Sell |
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|
2016
Q3 | $1.28M | Buy |
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|
2016
Q2 | $995K | Sell |
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|
2016
Q1 | $1.26M | Sell |
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|
2015
Q4 | $1.39M | Buy |
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|
2015
Q3 | $1.36M | Buy |
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|
2015
Q2 | $1.51M | Sell |
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|
2015
Q1 | $2.12M | Sell |
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|
2014
Q4 | $2.55M | Sell |
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|
2014
Q3 | $3.38M | Sell |
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|
2014
Q2 | $3.27M | Sell |
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|
2014
Q1 | $3.54M | Sell |
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|
2013
Q4 | $3.53M | Sell |
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|
2013
Q3 | $3.88M | Sell |
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|
2013
Q2 | $4.11M | Buy |
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