YHB 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 | $1.4M | Buy |
4,760
+55
| +1% | +$16.2K | 0.11% | 142 |
|
|
2025
Q1 | $1.17M | Buy |
4,705
+156
| +3% | +$38.8K | 0.1% | 145 |
|
|
2024
Q4 | $1,000K | Buy |
4,549
+474
| +12% | +$104K | 0.08% | 151 |
|
|
2024
Q3 | $901K | Sell |
4,075
-43
| -1% | -$9.51K | 0.07% | 155 |
|
|
2024
Q2 | $712K | Buy |
4,118
+153
| +4% | +$26.5K | 0.06% | 171 |
|
|
2024
Q1 | $757K | Sell |
3,965
-29
| -0.7% | -$5.54K | 0.07% | 162 |
|
|
2023
Q4 | $653K | Sell |
3,994
-4
| -0.1% | -$654 | 0.06% | 166 |
|
|
2023
Q3 | $561K | Sell |
3,998
-48
| -1% | -$6.73K | 0.05% | 181 |
|
|
2023
Q2 | $541K | Sell |
4,046
-81
| -2% | -$10.8K | 0.05% | 183 |
|
|
2023
Q1 | $541K | Buy |
4,127
+417
| +11% | +$54.7K | 0.05% | 184 |
|
|
2022
Q4 | $523K | Buy |
3,710
+101
| +3% | +$14.2K | 0.06% | 179 |
|
|
2022
Q3 | $429K | Buy |
3,609
+697
| +24% | +$82.9K | 0.05% | 197 |
|
|
2022
Q2 | $411K | Buy |
2,912
+460
| +19% | +$64.9K | 0.04% | 199 |
|
|
2022
Q1 | $319K | Sell |
2,452
-35
| -1% | -$4.55K | 0.03% | 234 |
|
|
2021
Q4 | $332K | Sell |
2,487
-226
| -8% | -$30.2K | 0.03% | 248 |
|
|
2021
Q3 | $360K | Buy |
2,713
+10
| +0.4% | +$1.33K | 0.03% | 225 |
|
|
2021
Q2 | $379K | Buy |
2,703
+47
| +2% | +$6.59K | 0.03% | 224 |
|
|
2021
Q1 | $339K | Buy |
2,656
+21
| +0.8% | +$2.68K | 0.03% | 229 |
|
|
2020
Q4 | $317K | Sell |
2,635
-26
| -1% | -$3.13K | 0.03% | 230 |
|
|
2020
Q3 | $310K | Sell |
2,661
-2,488
| -48% | -$290K | 0.03% | 212 |
|
|
2020
Q2 | $595K | Sell |
5,149
-393
| -7% | -$45.4K | 0.09% | 123 |
|
|
2020
Q1 | $588K | Buy |
5,542
+79
| +1% | +$8.38K | 0.1% | 119 |
|
|
2019
Q4 | $700K | Buy |
5,463
+26
| +0.5% | +$3.33K | 0.1% | 123 |
|
|
2019
Q3 | $756K | Buy |
5,437
+164
| +3% | +$22.8K | 0.12% | 121 |
|
|
2019
Q2 | $695K | Sell |
5,273
-230
| -4% | -$30.3K | 0.11% | 127 |
|
|
2019
Q1 | $742K | Sell |
5,503
-26
| -0.5% | -$3.51K | 0.12% | 127 |
|
|
2018
Q4 | $601K | Sell |
5,529
-147
| -3% | -$16K | 0.11% | 126 |
|
|
2018
Q3 | $820K | Sell |
5,676
-272
| -5% | -$39.3K | 0.12% | 127 |
|
|
2018
Q2 | $794K | Buy |
5,948
+63
| +1% | +$8.41K | 0.13% | 126 |
|
|
2018
Q1 | $863K | Sell |
5,885
-99
| -2% | -$14.5K | 0.15% | 117 |
|
|
2017
Q4 | $878K | Sell |
5,984
-708
| -11% | -$104K | 0.15% | 112 |
|
|
2017
Q3 | $928K | Sell |
6,692
-450
| -6% | -$62.4K | 0.17% | 110 |
|
|
2017
Q2 | $1.05M | Buy |
7,142
+187
| +3% | +$27.5K | 0.18% | 107 |
|
|
2017
Q1 | $1.07M | Buy |
6,955
+11
| +0.2% | +$1.69K | 0.2% | 100 |
|
|
2016
Q4 | $1.1M | Sell |
6,944
-1,462
| -17% | -$232K | 0.23% | 97 |
|
|
2016
Q3 | $1.28M | Buy |
8,406
+1,547
| +23% | +$235K | 0.31% | 89 |
|
|
2016
Q2 | $995K | Sell |
6,859
-1,866
| -21% | -$271K | 0.22% | 98 |
|
|
2016
Q1 | $1.26M | Sell |
8,725
-1,801
| -17% | -$261K | 0.34% | 80 |
|
|
2015
Q4 | $1.39M | Buy |
10,526
+744
| +8% | +$97.9K | 0.31% | 86 |
|
|
2015
Q3 | $1.36M | Buy |
9,782
+51
| +0.5% | +$7.07K | 0.32% | 88 |
|
|
2015
Q2 | $1.51M | Sell |
9,731
-4,090
| -30% | -$636K | 0.33% | 85 |
|
|
2015
Q1 | $2.12M | Sell |
13,821
-2,776
| -17% | -$426K | 0.48% | 69 |
|
|
2014
Q4 | $2.55M | Sell |
16,597
-2,043
| -11% | -$313K | 0.58% | 61 |
|
|
2014
Q3 | $3.38M | Sell |
18,640
-246
| -1% | -$44.6K | 0.81% | 42 |
|
|
2014
Q2 | $3.27M | Sell |
18,886
-357
| -2% | -$61.9K | 0.79% | 46 |
|
|
2014
Q1 | $3.54M | Sell |
19,243
-440
| -2% | -$81K | 0.9% | 39 |
|
|
2013
Q4 | $3.53M | Sell |
19,683
-2,214
| -10% | -$397K | 0.95% | 39 |
|
|
2013
Q3 | $3.88M | Sell |
21,897
-595
| -3% | -$105K | 1.15% | 31 |
|
|
2013
Q2 | $4.11M | Buy |
+22,492
| New | +$4.11M | 1.28% | 25 |
|