INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 54,271 Value ($000) $16,075 Avg Close $298.78 Range $262.11 - $324.90
Q3 2025
Shares 46,039 Value ($000) $12,990 Avg Close $259.55 Range $232.08 - $292.01
Q2 2025
Shares 44,996 Value ($000) $13,264 Avg Close $253.82 Range $210.49 - $292.56
Q1 2025
Shares 43,519 Value ($000) $10,821 Avg Close $239.40 Range $209.20 - $261.47
Q4 2024
Shares 42,149 Value ($000) $9,266 Avg Close $216.31 Range $196.83 - $233.32
Q3 2024
Shares 44,047 Value ($000) $9,738 Avg Close $188.97 Range $166.24 - $216.80
Q2 2024
Shares 46,973 Value ($000) $8,124 Avg Close $165.85 Range $154.39 - $183.50
Q1 2024
Shares 71,028 Value ($000) $13,564 Avg Close $172.56 Range $148.54 - $189.10
Q4 2023
Shares 72,879 Value ($000) $11,919 Avg Close $141.50 Range $126.39 - $156.49
Q3 2023
Shares 93,183 Value ($000) $13,074 Avg Close $131.75 Range $120.98 - $141.33
Q2 2023
Shares 103,439 Value ($000) $13,841 Avg Close $118.05 Range $110.47 - $128.27
Q1 2023
Shares 115,100 Value ($000) $15,088 Avg Close $120.73 Range $110.43 - $131.92
Q4 2022
Shares 136,654 Value ($000) $19,253 Avg Close $123.05 Range $102.35 - $137.32
Q3 2022
Shares 156,160 Value ($000) $18,553 Avg Close $115.64 Range $105.06 - $124.09
Q2 2022
Shares 160,861 Value ($000) $22,712 Avg Close $117.50 Range $107.95 - $126.60
Q1 2022
Shares 157,875 Value ($000) $20,527 Avg Close $112.10 Range $102.68 - $121.43
Q4 2021
Shares 159,092 Value ($000) $21,264 Avg Close $106.49 Range $97.83 - $117.62
Q3 2021
Shares 159,127 Value ($000) $22,107 Avg Close $112.12 Range $106.97 - $117.48
Q2 2021
Shares 171,404 Value ($000) $25,126 Avg Close $113.44 Range $102.70 - $121.73
Q1 2021
Shares 155,794 Value ($000) $20,761 Avg Close $98.07 Range $91.22 - $107.97
Q4 2020
Shares 161,151 Value ($000) $20,286 Avg Close $93.41 Range $81.15 - $103.82
Q3 2020
Shares 165,548 Value ($000) $20,142 Avg Close $93.86 Range $87.12 - $99.96
Q2 2020
Shares 167,400 Value ($000) $20,217 Avg Close $91.40 Range $78.00 - $102.76
Q1 2020
Shares 168,642 Value ($000) $18,707 Avg Close $98.28 Range $67.58 - $117.24
Q4 2019
Shares 353,457 Value ($000) $47,377 Avg Close $99.90 Range $95.55 - $107.55
Q3 2019
Shares 338,294 Value ($000) $49,195 Avg Close $102.47 Range $94.04 - $110.34
Q2 2019
Shares 333,424 Value ($000) $45,979 Avg Close $98.62 Range $91.51 - $103.66
Q1 2019
Shares 317,957 Value ($000) $44,864 Avg Close $94.64 Range $78.71 - $101.33
Q4 2018
Shares 269,695 Value ($000) $30,484 Avg Close $87.95 Range $74.66 - $107.42
Q3 2018
Shares 264,689 Value ($000) $40,024 Avg Close $101.25 Range $95.14 - $106.71
Q2 2018
Shares 271,907 Value ($000) $37,985 Avg Close $99.95 Range $94.63 - $110.30
Q1 2018
Shares 279,844 Value ($000) $42,936 Avg Close $107.30 Range $98.32 - $115.38
Q4 2017
Shares 293,151 Value ($000) $45,157 Avg Close $102.11 Range $96.94 - $108.49
Q3 2017
Shares 251,333 Value ($000) $36,463 Avg Close $96.87 Range $92.88 - $103.07
Q2 2017
Shares 208,547 Value ($000) $32,081 Avg Close $103.77 Range $98.95 - $115.36
Q1 2017
Shares 200,693 Value ($000) $34,949 Avg Close $114.39 Range $107.32 - $119.58
Q4 2016
Shares 213,903 Value ($000) $35,506 Avg Close $103.05 Range $95.06 - $110.31
Q3 2016
Shares 200,965 Value ($000) $31,923 Avg Close $101.76 Range $95.61 - $106.13
Q2 2016
Shares 187,207 Value ($000) $28,455 Avg Close $95.13 Range $90.08 - $99.15
Q1 2016
Shares 175,808 Value ($000) $26,626 Avg Close $84.07 Range $73.78 - $96.70
Q4 2015
Shares 174,095 Value ($000) $23,959 Avg Close $87.52 Range $82.31 - $94.87
Q3 2015
Shares 168,905 Value ($000) $24,486 Avg Close $95.35 Range $87.10 - $106.76
Q2 2015
Shares 168,924 Value ($000) $27,477 Avg Close $102.99 Range $96.57 - $107.49
Q1 2015
Shares 160,802 Value ($000) $27,544 Avg Close $96.47 Range $90.53 - $100.82
Q4 2014
Shares 144,551 Value ($000) $23,192 Avg Close $100.47 Range $91.12 - $114.79
Q3 2014
Shares 121,637 Value ($000) $23,090 Avg Close $114.33 Range $108.62 - $117.41
Q2 2014
Shares 123,312 Value ($000) $22,353 Avg Close $112.28 Range $107.17 - $118.40
Q1 2014
Shares 119,498 Value ($000) $23,002 Avg Close $109.22 Range $101.79 - $116.27
Q4 2013
Shares 97,949 Value ($000) $18,372 Avg Close $106.40 Range $101.46 - $111.01
Q3 2013
Shares 50,700 Value ($000) $9,389 Avg Close $111.55 Range $106.48 - $117.56
Q2 2013
Shares 148,940 Value ($000) $28,464 Avg Close $118.94 Range $109.29 - $125.13