David Katz - Matrix Asset Advisors
Holding/activity history for International Business Machines (IBM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q4 | 1,125 | 0.03 | Add 0.18% | 0.00 | $219.56 |
| 2024 Q3 | 1,123 | 0.03 | Buy | 0.03 | $220.84 |
| 2024 Q2 | 0 | 0 | Sell 100.00% | 0.03 | |
| 2024 Q1 | 1,117 | 0.03 | Reduce 23.23% | 0.01 | $190.69 |
| 2023 Q4 | 1,455 | 0.03 | Buy | 0.03 | $163.57 |
| 2022 Q3 | 0 | 0 | Sell 100.00% | 0.03 | |
| 2022 Q2 | 1,485 | 0.03 | Buy | 0.03 | $141.41 |
| 2021 Q1 | 0 | 0 | Sell 100.00% | 1.01 | |
| 2020 Q4 | 47,697 | 1.01 | Add 7.11% | 0.07 | $125.88 |
| 2020 Q3 | 44,529 | 1.05 | Add 18.78% | 0.17 | $121.67 |
| 2020 Q2 | 37,489 | 0.87 | Add 21.12% | 0.15 | $120.78 |
| 2020 Q1 | 30,951 | 0.78 | Buy | 0.78 | $110.92 |
| 2011 Q3 | 0 | 0 | Sell 100.00% | 0.56 | |
| 2011 Q2 | 3,200 | 0.56 | $171.56 | ||
| 2011 Q1 | 3,200 | 0.48 | $163.13 | ||
| 2010 Q4 | 3,200 | 0.47 | $146.88 | ||
| 2010 Q3 | 3,200 | 0.48 | Add 14.29% | 0.06 | $134.06 |
| 2010 Q2 | 2,800 | 0.42 | Buy | 0.42 | $123.57 |