Aprio Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Buy |
2,809
+606
| +28% | +$179K | 0.09% | 125 |
|
|
2025
Q1 | $548K | Buy |
2,203
+608
| +38% | +$151K | 0.07% | 166 |
|
|
2024
Q4 | $351K | Buy |
1,595
+101
| +7% | +$22.2K | 0.05% | 182 |
|
|
2024
Q3 | $330K | Sell |
1,494
-94
| -6% | -$20.8K | 0.05% | 179 |
|
|
2024
Q2 | $275K | Buy |
1,588
+234
| +17% | +$40.5K | 0.05% | 182 |
|
|
2024
Q1 | $259K | Buy |
1,354
+77
| +6% | +$14.7K | 0.05% | 182 |
|
|
2023
Q4 | $209K | Buy |
+1,277
| New | +$209K | 0.05% | 179 |
|