Arkadios Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Buy |
26,285
+815
| +3% | +$240K | 0.23% | 96 |
|
|
2025
Q1 | $6.33M | Buy |
25,470
+7,484
| +42% | +$1.86M | 0.24% | 89 |
|
|
2024
Q4 | $3.95M | Sell |
17,986
-749
| -4% | -$165K | 0.22% | 99 |
|
|
2024
Q3 | $4.14M | Buy |
18,735
+1,380
| +8% | +$305K | 0.23% | 99 |
|
|
2024
Q2 | $3M | Buy |
17,355
+1,993
| +13% | +$345K | 0.2% | 102 |
|
|
2024
Q1 | $2.93M | Buy |
15,362
+316
| +2% | +$60.3K | 0.23% | 105 |
|
|
2023
Q4 | $2.46M | Buy |
15,046
+237
| +2% | +$38.8K | 0.21% | 110 |
|
|
2023
Q3 | $2.08M | Buy |
14,809
+7,928
| +115% | +$1.11M | 0.2% | 121 |
|
|
2023
Q2 | $921K | Sell |
6,881
-96
| -1% | -$12.8K | 0.11% | 198 |
|
|
2023
Q1 | $915K | Buy |
6,977
+955
| +16% | +$125K | 0.11% | 198 |
|
|
2022
Q4 | $848K | Sell |
6,022
-76
| -1% | -$10.7K | 0.11% | 192 |
|
|
2022
Q3 | $725K | Buy |
6,098
+2,340
| +62% | +$278K | 0.11% | 198 |
|
|
2022
Q2 | $531K | Buy |
3,758
+196
| +6% | +$27.7K | 0.08% | 266 |
|
|
2022
Q1 | $463K | Sell |
3,562
-1,943
| -35% | -$253K | 0.06% | 328 |
|
|
2021
Q4 | $736K | Sell |
5,505
-2,911
| -35% | -$389K | 0.1% | 240 |
|
|
2021
Q3 | $1.12M | Buy |
8,416
+1,841
| +28% | +$244K | 0.16% | 145 |
|
|
2021
Q2 | $921K | Buy |
6,575
+3,791
| +136% | +$531K | 0.11% | 214 |
|
|
2021
Q1 | $354K | Sell |
2,784
-608
| -18% | -$77.3K | 0.06% | 315 |
|
|
2020
Q4 | $408K | Buy |
3,392
+968
| +40% | +$116K | 0.09% | 223 |
|
|
2020
Q3 | $292K | Buy |
2,424
+498
| +26% | +$60K | 0.15% | 142 |
|
|
2020
Q2 | $222K | Sell |
1,926
-343
| -15% | -$39.5K | 0.12% | 147 |
|
|
2020
Q1 | $241K | Buy |
2,269
+101
| +5% | +$10.7K | 0.15% | 134 |
|
|
2019
Q4 | $320K | Buy |
+2,168
| New | +$320K | 0.19% | 115 |
|