AWM
Aries Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Sell |
11,437
-750
| -6% | -$221K | 0.88% | 30 |
|
|
2025
Q1 | $3.03M | Buy |
12,187
+550
| +5% | +$137K | 0.82% | 32 |
|
|
2024
Q4 | $2.56M | Hold |
11,637
| – | – | 0.7% | 35 |
|
|
2024
Q3 | $2.57M | Hold |
11,637
| – | – | 0.71% | 38 |
|
|
2024
Q2 | $2.01M | Hold |
11,637
| – | – | 0.63% | 39 |
|
|
2024
Q1 | $2.22M | Hold |
11,637
| – | – | 0.72% | 37 |
|
|
2023
Q4 | $1.9M | Sell |
11,637
-25
| -0.2% | -$4.09K | 0.68% | 38 |
|
|
2023
Q3 | $1.62M | Buy |
11,662
+25
| +0.2% | +$3.48K | 0.64% | 42 |
|
|
2023
Q2 | $1.56M | Sell |
11,637
-150
| -1% | -$20.1K | 0.6% | 49 |
|
|
2023
Q1 | $1.55M | Hold |
11,787
| – | – | 0.63% | 48 |
|
|
2022
Q4 | $1.66M | Hold |
11,787
| – | – | 0.72% | 44 |
|
|
2022
Q3 | $1.63M | Hold |
11,787
| – | – | 0.72% | 43 |
|
|
2022
Q2 | $1.66M | Buy |
+11,787
| New | +$1.66M | 0.76% | 41 |
|
|
2022
Q1 | – | Sell |
-11,787
| Closed | -$1.58M | – | 136 |
|
|
2021
Q4 | $1.58M | Hold |
11,787
| – | – | 0.6% | 46 |
|
|
2021
Q3 | $1.64M | Sell |
11,787
-100
| -0.8% | -$13.9K | 0.69% | 38 |
|
|
2021
Q2 | $1.74M | Sell |
11,887
-100
| -0.8% | -$14.7K | 0.75% | 36 |
|
|
2021
Q1 | $1.59M | Hold |
11,987
| – | – | 0.71% | 38 |
|
|
2020
Q4 | $1.54M | Sell |
11,987
-240
| -2% | -$30.9K | 0.77% | 35 |
|
|
2020
Q3 | $1.49M | Sell |
12,227
-500
| -4% | -$60.8K | 0.84% | 34 |
|
|
2020
Q2 | $1.54M | Sell |
12,727
-190
| -1% | -$22.9K | 0.94% | 29 |
|
|
2020
Q1 | $1.42M | Sell |
12,917
-117
| -0.9% | -$12.9K | 1.08% | 26 |
|
|
2019
Q4 | $1.75M | Hold |
13,034
| – | – | 1.07% | 27 |
|
|
2019
Q3 | $1.86M | Sell |
13,034
-135
| -1% | -$19.3K | 1.24% | 22 |
|
|
2019
Q2 | $1.86M | Sell |
13,169
-90
| -0.7% | -$12.7K | 1.3% | 21 |
|
|
2019
Q1 | $1.87M | Buy |
13,259
+7,608
| +135% | +$1.07M | 1.4% | 17 |
|
|
2018
Q4 | $642K | Sell |
5,651
-300
| -5% | -$34.1K | 0.68% | 47 |
|
|
2018
Q3 | $900K | Hold |
5,951
| – | – | 0.81% | 40 |
|
|
2018
Q2 | $862K | Hold |
5,951
| – | – | 0.8% | 39 |
|
|
2018
Q1 | $925K | Buy |
5,951
+1,630
| +38% | +$253K | 0.9% | 36 |
|
|
2017
Q4 | $702K | Buy |
+4,321
| New | +$702K | 0.65% | 49 |
|