Aptus Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
74,021
+2,389
| +3% | +$704K | 0.18% | 105 |
|
|
2025
Q1 | $17.8M | Buy |
71,632
+41,483
| +138% | +$10.3M | 0.18% | 112 |
|
|
2024
Q4 | $6.63M | Buy |
30,149
+15,143
| +101% | +$3.33M | 0.07% | 219 |
|
|
2024
Q3 | $3.32M | Buy |
15,006
+7,095
| +90% | +$1.57M | 0.05% | 264 |
|
|
2024
Q2 | $1.37M | Sell |
7,911
-367
| -4% | -$63.5K | 0.02% | 337 |
|
|
2024
Q1 | $1.58M | Buy |
8,278
+1,891
| +30% | +$361K | 0.03% | 323 |
|
|
2023
Q4 | $1.04M | Sell |
6,387
-2,349
| -27% | -$384K | 0.03% | 278 |
|
|
2023
Q3 | $1.23M | Buy |
8,736
+2,359
| +37% | +$331K | 0.03% | 278 |
|
|
2023
Q2 | $853K | Sell |
6,377
-1,094
| -15% | -$146K | 0.02% | 268 |
|
|
2023
Q1 | $979K | Buy |
7,471
+1,556
| +26% | +$204K | 0.03% | 266 |
|
|
2022
Q4 | $833K | Buy |
5,915
+11
| +0.2% | +$1.55K | 0.03% | 286 |
|
|
2022
Q3 | $701K | Buy |
5,904
+2,327
| +65% | +$276K | 0.02% | 286 |
|
|
2022
Q2 | $505K | Buy |
3,577
+1,213
| +51% | +$171K | 0.01% | 274 |
|
|
2022
Q1 | $307K | Buy |
2,364
+696
| +42% | +$90.4K | 0.01% | 346 |
|
|
2021
Q4 | $223K | Sell |
1,668
-77
| -4% | -$10.3K | 0.01% | 344 |
|
|
2021
Q3 | $232K | Sell |
1,745
-225
| -11% | -$29.9K | 0.01% | 317 |
|
|
2021
Q2 | $276K | Buy |
+1,970
| New | +$276K | 0.01% | 303 |
|
|
2020
Q4 | – | Sell |
-26,174
| Closed | -$3.04M | – | 471 |
|
|
2020
Q3 | $3.04M | Buy |
26,174
+2,007
| +8% | +$233K | 0.16% | 61 |
|
|
2020
Q2 | $2.79M | Buy |
24,167
+2,501
| +12% | +$289K | 0.18% | 67 |
|
|
2020
Q1 | $2.3M | Sell |
21,666
-11,031
| -34% | -$1.17M | 0.2% | 68 |
|
|
2019
Q4 | $4.19M | Buy |
+32,697
| New | +$4.19M | 0.3% | 37 |
|
|
2019
Q3 | – | Sell |
-4,213
| Closed | -$555K | – | 437 |
|
|
2019
Q2 | $555K | Buy |
4,213
+48
| +1% | +$6.32K | 0.08% | 197 |
|
|
2019
Q1 | $561K | Buy |
+4,165
| New | +$561K | 0.1% | 145 |
|