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Apexium Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
11,364
+1,921
| +20% | +$566K | 0.18% | 66 |
|
|
2025
Q1 | $2.35M | Buy |
9,443
+672
| +8% | +$167K | 0.14% | 74 |
|
|
2024
Q4 | $1.93M | Buy |
8,771
+4,292
| +96% | +$944K | 0.12% | 78 |
|
|
2024
Q3 | $990K | Sell |
4,479
-413
| -8% | -$91.3K | 0.07% | 96 |
|
|
2024
Q2 | $846K | Sell |
4,892
-125
| -2% | -$21.6K | 0.06% | 104 |
|
|
2024
Q1 | $958K | Sell |
5,017
-19,260
| -79% | -$3.68M | 0.07% | 96 |
|
|
2023
Q4 | $3.97M | Buy |
24,277
+19,461
| +404% | +$3.18M | 0.29% | 47 |
|
|
2023
Q3 | $676K | Buy |
4,816
+48
| +1% | +$6.74K | 0.07% | 113 |
|
|
2023
Q2 | $638K | Buy |
4,768
+156
| +3% | +$20.9K | 0.06% | 117 |
|
|
2023
Q1 | $605K | Sell |
4,612
-21
| -0.5% | -$2.75K | 0.06% | 117 |
|
|
2022
Q4 | $653K | Sell |
4,633
-225
| -5% | -$31.7K | 0.07% | 107 |
|
|
2022
Q3 | $577K | Buy |
4,858
+721
| +17% | +$85.6K | 0.07% | 106 |
|
|
2022
Q2 | $584K | Buy |
4,137
+2,441
| +144% | +$345K | 0.34% | 49 |
|
|
2022
Q1 | $227K | Hold |
1,696
| – | – | 0.12% | 89 |
|
|
2021
Q4 | $227K | Buy |
+1,696
| New | +$227K | 0.12% | 87 |
|