44 Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
5,434
-435
| -7% | -$128K | 0.57% | 60 |
|
|
2025
Q1 | $1.46M | Buy |
5,869
+772
| +15% | +$192K | 0.55% | 60 |
|
|
2024
Q4 | $1.12M | Sell |
5,097
-37
| -0.7% | -$8.13K | 0.43% | 78 |
|
|
2024
Q3 | $1.19M | Buy |
+5,134
| New | +$1.19M | 0.42% | 77 |
|
|
2023
Q2 | $402K | Buy |
3,002
+35
| +1% | +$4.68K | 0.14% | 118 |
|
|
2023
Q1 | $389K | Sell |
2,967
-764
| -20% | -$100K | 0.13% | 124 |
|
|
2022
Q4 | $526K | Buy |
3,731
+831
| +29% | +$117K | 0.18% | 103 |
|
|
2022
Q3 | $345K | Sell |
2,900
-125
| -4% | -$14.9K | 0.14% | 121 |
|
|
2022
Q2 | $427K | Sell |
3,025
-2,157
| -42% | -$304K | 0.17% | 112 |
|
|
2022
Q1 | $674K | Sell |
5,182
-6,612
| -56% | -$860K | 0.24% | 95 |
|
|
2021
Q4 | $1.58M | Sell |
11,794
-149
| -1% | -$19.9K | 0.55% | 46 |
|
|
2021
Q3 | $1.59M | Buy |
11,943
+778
| +7% | +$103K | 0.61% | 48 |
|
|
2021
Q2 | $1.57M | Buy |
11,165
+3,840
| +52% | +$538K | 0.6% | 49 |
|
|
2021
Q1 | $933K | Buy |
7,325
+2,456
| +50% | +$313K | 0.39% | 62 |
|
|
2020
Q4 | $586K | Buy |
+4,869
| New | +$586K | 0.27% | 87 |
|