Apella Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
7,566
+974
| +15% | +$285K | 0.06% | 159 |
|
|
2025
Q1 | $1.55M | Buy |
6,592
+1,644
| +33% | +$387K | 0.05% | 154 |
|
|
2024
Q4 | $1.09M | Buy |
4,948
+149
| +3% | +$32.8K | 0.04% | 158 |
|
|
2024
Q3 | $1.05M | Buy |
4,799
+667
| +16% | +$147K | 0.04% | 146 |
|
|
2024
Q2 | $729K | Buy |
4,132
+1,818
| +79% | +$321K | 0.03% | 175 |
|
|
2024
Q1 | $438K | Sell |
2,314
-555
| -19% | -$105K | 0.02% | 203 |
|
|
2023
Q4 | $462K | Sell |
2,869
-138
| -5% | -$22.2K | 0.03% | 192 |
|
|
2023
Q3 | $422K | Buy |
3,007
+695
| +30% | +$97.5K | 0.03% | 181 |
|
|
2023
Q2 | $309K | Buy |
+2,312
| New | +$309K | 0.02% | 210 |
|
|
2022
Q4 | $315K | Buy |
2,235
+141
| +7% | +$19.9K | 0.03% | 189 |
|
|
2022
Q3 | $249K | Buy |
2,094
+60
| +3% | +$7.14K | 0.03% | 189 |
|
|
2022
Q2 | $287K | Buy |
2,034
+206
| +11% | +$29.1K | 0.03% | 182 |
|
|
2022
Q1 | $238K | Buy |
1,828
+110
| +6% | +$14.3K | 0.03% | 184 |
|
|
2021
Q4 | $230K | Buy |
1,718
+187
| +12% | +$25K | 0.03% | 183 |
|
|
2021
Q3 | $203K | Sell |
1,531
-208
| -12% | -$27.6K | 0.03% | 196 |
|
|
2021
Q2 | $244K | Sell |
1,739
-840
| -33% | -$118K | 0.04% | 186 |
|
|
2021
Q1 | $329K | Sell |
2,579
-316
| -11% | -$40.3K | 0.1% | 104 |
|
|
2020
Q4 | $348K | Buy |
2,895
+334
| +13% | +$40.1K | 0.12% | 92 |
|
|
2020
Q3 | $298K | Buy |
2,561
+1
| +0% | +$116 | 0.12% | 104 |
|
|
2020
Q2 | $296K | Hold |
2,560
| – | – | 0.14% | 98 |
|
|
2020
Q1 | $271K | Buy |
+2,560
| New | +$271K | 0.16% | 89 |
|