Altium Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.08M | Buy |
21,828
+2,117
| +11% | +$299K | 0.22% | 57 |
|
|
2022
Q1 | $2.56M | Buy |
19,711
+3,626
| +23% | +$471K | 0.17% | 73 |
|
|
2021
Q4 | $2.15M | Sell |
16,085
-2,176
| -12% | -$291K | 0.14% | 84 |
|
|
2021
Q3 | $2.43M | Buy |
18,261
+1,263
| +7% | +$168K | 0.17% | 67 |
|
|
2021
Q2 | $2.38M | Sell |
16,998
-166
| -1% | -$23.3K | 0.17% | 67 |
|
|
2021
Q1 | $2.19M | Buy |
17,164
+2,868
| +20% | +$365K | 0.18% | 66 |
|
|
2020
Q4 | $1.72M | Sell |
14,296
-768
| -5% | -$92.4K | 0.15% | 77 |
|
|
2020
Q3 | $1.75M | Sell |
15,064
-2,384
| -14% | -$277K | 0.18% | 68 |
|
|
2020
Q2 | $2.02M | Sell |
17,448
-1,672
| -9% | -$193K | 0.23% | 53 |
|
|
2020
Q1 | $2.03M | Buy |
19,120
+2,915
| +18% | +$309K | 0.28% | 44 |
|
|
2019
Q4 | $2.08M | Buy |
16,205
+610
| +4% | +$78.1K | 0.25% | 53 |
|
|
2019
Q3 | $2.17M | Buy |
15,595
+720
| +5% | +$100K | 0.29% | 47 |
|
|
2019
Q2 | $1.96M | Sell |
14,875
-293
| -2% | -$38.6K | 0.28% | 47 |
|
|
2019
Q1 | $2.05M | Buy |
15,168
+357
| +2% | +$48.2K | 0.33% | 40 |
|
|
2018
Q4 | $1.61M | Sell |
14,811
-2,098
| -12% | -$228K | 0.31% | 49 |
|
|
2018
Q3 | $2.44M | Buy |
16,909
+1,878
| +12% | +$271K | 0.47% | 36 |
|
|
2018
Q2 | $2.01M | Buy |
15,031
+13,027
| +650% | +$1.74M | 0.54% | 35 |
|
|
2018
Q1 | $294K | Buy |
2,004
+474
| +31% | +$69.5K | 0.12% | 129 |
|
|
2017
Q4 | $224K | Buy |
+1,530
| New | +$224K | 0.1% | 143 |
|