AWM
Apollon Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Buy |
87,992
+30,544
| +53% | +$9M | 0.51% | 39 |
|
|
2025
Q1 | $14.3M | Buy |
57,448
+2,329
| +4% | +$579K | 0.31% | 67 |
|
|
2024
Q4 | $12.1M | Buy |
55,119
+7,472
| +16% | +$1.64M | 0.28% | 70 |
|
|
2024
Q3 | $10.5M | Sell |
47,647
-641
| -1% | -$142K | 0.3% | 63 |
|
|
2024
Q2 | $8.35M | Buy |
48,288
+167
| +0.3% | +$28.9K | 0.25% | 70 |
|
|
2024
Q1 | $9.19M | Buy |
48,121
+2,657
| +6% | +$507K | 0.29% | 64 |
|
|
2023
Q4 | $7.44M | Buy |
45,464
+5,255
| +13% | +$859K | 0.26% | 74 |
|
|
2023
Q3 | $5.64M | Buy |
40,209
+109
| +0.3% | +$15.3K | 0.28% | 68 |
|
|
2023
Q2 | $5.37M | Buy |
40,100
+7,853
| +24% | +$1.05M | 0.26% | 76 |
|
|
2023
Q1 | $4.23M | Buy |
32,247
+968
| +3% | +$127K | 0.26% | 80 |
|
|
2022
Q4 | $4.41M | Buy |
31,279
+9,035
| +41% | +$1.27M | 0.31% | 69 |
|
|
2022
Q3 | $2.64M | Buy |
22,244
+6,859
| +45% | +$815K | 0.22% | 97 |
|
|
2022
Q2 | $2.17M | Buy |
15,385
+3,339
| +28% | +$471K | 0.18% | 119 |
|
|
2022
Q1 | $1.57M | Buy |
12,046
+232
| +2% | +$30.2K | 0.11% | 195 |
|
|
2021
Q4 | $1.58M | Buy |
11,814
+3,154
| +36% | +$422K | 0.12% | 192 |
|
|
2021
Q3 | $1.2M | Buy |
8,660
+5,427
| +168% | +$754K | 0.16% | 126 |
|
|
2021
Q2 | $474K | Buy |
3,233
+185
| +6% | +$27.1K | 0.08% | 225 |
|
|
2021
Q1 | $406K | Buy |
+3,048
| New | +$406K | 0.08% | 224 |
|
|
2020
Q4 | – | Sell |
-2,255
| Closed | -$274K | – | 224 |
|
|
2020
Q3 | $274K | Buy |
2,255
+540
| +31% | +$65.6K | 0.12% | 122 |
|
|
2020
Q2 | $207K | Buy |
+1,715
| New | +$207K | 0.11% | 102 |
|
|
2019
Q3 | – | Sell |
-1,065
| Closed | -$147K | – | 81 |
|
|
2019
Q2 | $147K | Buy |
+1,065
| New | +$147K | 0.17% | 55 |
|