AWM
AE Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
99,792
-11,357
| -10% | -$3.35M | 0.22% | 107 |
|
|
2025
Q1 | $27.6M | Sell |
111,149
-1,191
| -1% | -$296K | 0.23% | 99 |
|
|
2024
Q4 | $24.7M | Buy |
112,340
+2,664
| +2% | +$586K | 0.21% | 111 |
|
|
2024
Q3 | $24.2M | Sell |
109,676
-3,810
| -3% | -$842K | 0.22% | 109 |
|
|
2024
Q2 | $19.6M | Sell |
113,486
-2,060
| -2% | -$356K | 0.2% | 125 |
|
|
2024
Q1 | $22.1M | Sell |
115,546
-133,171
| -54% | -$25.4M | 0.25% | 102 |
|
|
2023
Q4 | $46.6M | Sell |
248,717
-13,051
| -5% | -$2.45M | 0.24% | 86 |
|
|
2023
Q3 | $36.7M | Sell |
261,768
-3,643
| -1% | -$511K | 0.22% | 91 |
|
|
2023
Q2 | $35.5M | Sell |
265,411
-26,314
| -9% | -$3.52M | 0.21% | 99 |
|
|
2023
Q1 | $38.2M | Buy |
291,725
+26,751
| +10% | +$3.51M | 0.25% | 74 |
|
|
2022
Q4 | $37.3M | Buy |
264,974
+30,676
| +13% | +$4.32M | 0.27% | 71 |
|
|
2022
Q3 | $27.8M | Buy |
234,298
+24,042
| +11% | +$2.86M | 0.22% | 105 |
|
|
2022
Q2 | $29.7M | Buy |
210,256
+35,552
| +20% | +$5.02M | 0.24% | 96 |
|
|
2022
Q1 | $22.7M | Buy |
174,704
+18,050
| +12% | +$2.35M | 0.16% | 143 |
|
|
2021
Q4 | $20.9M | Buy |
156,654
+14,064
| +10% | +$1M | 0.15% | 145 |
|
|
2021
Q3 | $19.8M | Buy |
142,590
+13,960
| +11% | +$1.94M | 0.16% | 135 |
|
|
2021
Q2 | $18.9M | Buy |
128,630
+16,619
| +15% | +$2.44M | 0.16% | 130 |
|
|
2021
Q1 | $14.9M | Buy |
112,011
+8,993
| +9% | +$1.2M | 0.15% | 144 |
|
|
2020
Q4 | $13M | Buy |
103,018
+367
| +0.4% | +$46.2K | 0.15% | 151 |
|
|
2020
Q3 | $12.5M | Buy |
102,651
+5,346
| +5% | +$650K | 0.18% | 119 |
|
|
2020
Q2 | $11.8M | Buy |
97,305
+34,470
| +55% | +$4.16M | 0.18% | 126 |
|
|
2020
Q1 | $6.97M | Buy |
62,835
+8,881
| +16% | +$985K | 0.16% | 126 |
|
|
2019
Q4 | $7.23M | Buy |
53,954
+16,295
| +43% | +$2.18M | 0.16% | 124 |
|
|
2019
Q3 | $5.48M | Buy |
37,659
+2,821
| +8% | +$410K | 0.16% | 127 |
|
|
2019
Q2 | $4.8M | Buy |
34,838
+15,931
| +84% | +$2.2M | 0.14% | 128 |
|
|
2019
Q1 | $2.67M | Sell |
18,907
-1,389
| -7% | -$196K | 0.19% | 107 |
|
|
2018
Q4 | $2.31M | Sell |
20,296
-1,537
| -7% | -$175K | 0.39% | 65 |
|
|
2018
Q3 | $3.3M | Buy |
21,833
+4,616
| +27% | +$698K | 0.18% | 99 |
|
|
2018
Q2 | $2.41M | Sell |
17,217
-5,129
| -23% | -$716K | 0.16% | 92 |
|
|
2018
Q1 | $3.43M | Buy |
22,346
+189
| +0.9% | +$29K | 0.26% | 61 |
|
|
2017
Q4 | $3.4M | Buy |
22,157
+3,041
| +16% | +$467K | 0.3% | 59 |
|
|
2017
Q3 | $2.77M | Buy |
19,116
+2,814
| +17% | +$408K | 0.26% | 64 |
|
|
2017
Q2 | $2.51M | Buy |
16,302
+5,122
| +46% | +$788K | 0.3% | 62 |
|
|
2017
Q1 | $1.95M | Buy |
11,180
+5,807
| +108% | +$1.01M | 0.36% | 55 |
|
|
2016
Q4 | $892K | Buy |
+5,373
| New | +$892K | 0.36% | 61 |
|