Aberdeen 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 | $843K | Hold |
2,859
| – | – | 0.56% | 54 |
|
2025
Q1 | $711K | Hold |
2,859
| – | – | 0.49% | 62 |
|
2024
Q4 | $628K | Hold |
2,859
| – | – | 0.43% | 68 |
|
2024
Q3 | $632K | Sell |
2,859
-100
| -3% | -$22.1K | 0.42% | 71 |
|
2024
Q2 | $512K | Buy |
2,959
+50
| +2% | +$8.65K | 0.35% | 83 |
|
2024
Q1 | $556K | Hold |
2,909
| – | – | 0.32% | 81 |
|
2023
Q4 | $476K | Hold |
2,909
| – | – | 0.35% | 83 |
|
2023
Q3 | $408K | Hold |
2,909
| – | – | 0.31% | 93 |
|
2023
Q2 | $389K | Buy |
2,909
+25
| +0.9% | +$3.35K | 0.28% | 99 |
|
2023
Q1 | $378K | Hold |
2,884
| – | – | 0.28% | 99 |
|
2022
Q4 | $406K | Hold |
2,884
| – | – | 0.31% | 93 |
|
2022
Q3 | $343K | Hold |
2,884
| – | – | 0.3% | 97 |
|
2022
Q2 | $407K | Sell |
2,884
-1
| -0% | -$141 | 0.32% | 83 |
|
2022
Q1 | $375K | Buy |
2,885
+15
| +0.5% | +$1.95K | 0.26% | 103 |
|
2021
Q4 | $384K | Sell |
2,870
-131
| -4% | -$17.5K | 0.25% | 100 |
|
2021
Q3 | $399K | Hold |
3,001
| – | – | 0.39% | 82 |
|
2021
Q2 | $421K | Hold |
3,001
| – | – | 0.39% | 85 |
|
2021
Q1 | $382K | Hold |
3,001
| – | – | 0.3% | 99 |
|
2020
Q4 | $361K | Sell |
3,001
-52
| -2% | -$6.26K | 0.27% | 99 |
|
2020
Q3 | $355K | Sell |
3,053
-543
| -15% | -$63.1K | 0.34% | 87 |
|
2020
Q2 | $415K | Buy |
3,596
+543
| +18% | +$62.7K | 0.44% | 76 |
|
2020
Q1 | $324K | Sell |
3,053
-27
| -0.9% | -$2.87K | 0.39% | 75 |
|
2019
Q4 | $395K | Buy |
+3,080
| New | +$395K | 0.29% | 89 |
|