Abundance Wealth Counselors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
7,399
-7,566
| -51% | -$2.23M | 0.41% | 40 |
|
|
2025
Q1 | $3.72M | Sell |
14,965
-61
| -0.4% | -$15.2K | 0.78% | 21 |
|
|
2024
Q4 | $3.3M | Sell |
15,026
-446
| -3% | -$98K | 0.72% | 19 |
|
|
2024
Q3 | $3.42M | Buy |
+15,472
| New | +$3.42M | 0.71% | 18 |
|
|
2024
Q2 | – | Sell |
-17,967
| Closed | -$3.43M | – | 98 |
|
|
2024
Q1 | $3.43M | Buy |
17,967
+660
| +4% | +$126K | 0.79% | 19 |
|
|
2023
Q4 | $2.83M | Buy |
17,307
+940
| +6% | +$154K | 0.74% | 21 |
|
|
2023
Q3 | $2.3M | Buy |
+16,367
| New | +$2.3M | 0.66% | 24 |
|
|
2023
Q2 | – | Sell |
-16,535
| Closed | -$2.17M | – | 97 |
|
|
2023
Q1 | $2.17M | Buy |
16,535
+697
| +4% | +$91.4K | 0.55% | 25 |
|
|
2022
Q4 | $2.23M | Buy |
15,838
+669
| +4% | +$94.2K | 0.61% | 25 |
|
|
2022
Q3 | $1.8M | Buy |
15,169
+402
| +3% | +$47.8K | 0.52% | 24 |
|
|
2022
Q2 | $2.09M | Sell |
14,767
-913
| -6% | -$129K | 0.57% | 20 |
|
|
2022
Q1 | $2.04M | Buy |
15,680
+1,006
| +7% | +$131K | 0.55% | 24 |
|
|
2021
Q4 | $1.96M | Buy |
+14,674
| New | +$1.96M | 0.5% | 24 |
|
|
2021
Q3 | – | Sell |
-13,924
| Closed | -$1.95M | – | 72 |
|
|
2021
Q2 | $1.95M | Buy |
13,924
+6,148
| +79% | +$861K | 0.5% | 20 |
|
|
2021
Q1 | $991K | Buy |
7,776
+1,579
| +25% | +$201K | 0.25% | 43 |
|
|
2020
Q4 | $746K | Buy |
6,197
+95
| +2% | +$11.4K | 0.19% | 53 |
|
|
2020
Q3 | $710K | Buy |
6,102
+20
| +0.3% | +$2.33K | 0.2% | 48 |
|
|
2020
Q2 | $702K | Buy |
+6,082
| New | +$702K | 0.21% | 36 |
|