AssetMark Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
46,896
+3,888
| +9% | +$1.15M | 0.03% | 343 |
|
|
2025
Q1 | $10.7M | Buy |
43,008
+2,320
| +6% | +$577K | 0.03% | 349 |
|
|
2024
Q4 | $8.94M | Buy |
40,688
+2,210
| +6% | +$486K | 0.02% | 379 |
|
|
2024
Q3 | $8.51M | Buy |
38,478
+2,640
| +7% | +$584K | 0.02% | 357 |
|
|
2024
Q2 | $6.2M | Buy |
35,838
+1,008
| +3% | +$174K | 0.02% | 390 |
|
|
2024
Q1 | $6.65M | Buy |
34,830
+1,678
| +5% | +$320K | 0.02% | 366 |
|
|
2023
Q4 | $5.42M | Buy |
33,152
+6,658
| +25% | +$1.09M | 0.02% | 362 |
|
|
2023
Q3 | $3.72M | Buy |
26,494
+1,011
| +4% | +$142K | 0.01% | 396 |
|
|
2023
Q2 | $3.41M | Buy |
25,483
+519
| +2% | +$69.4K | 0.01% | 392 |
|
|
2023
Q1 | $3.27M | Buy |
24,964
+2,887
| +13% | +$378K | 0.01% | 376 |
|
|
2022
Q4 | $3.11M | Buy |
22,077
+3,375
| +18% | +$476K | 0.01% | 365 |
|
|
2022
Q3 | $2.22M | Buy |
18,702
+3,262
| +21% | +$388K | 0.01% | 371 |
|
|
2022
Q2 | $2.18M | Buy |
15,440
+1,942
| +14% | +$274K | 0.01% | 340 |
|
|
2022
Q1 | $1.76M | Sell |
13,498
-8,521
| -39% | -$1.11M | 0.01% | 365 |
|
|
2021
Q4 | $2.94M | Buy |
22,019
+1,143
| +5% | +$24.5K | 0.01% | 292 |
|
|
2021
Q3 | $2.9M | Buy |
20,876
+1,008
| +5% | +$140K | 0.01% | 308 |
|
|
2021
Q2 | $2.91M | Sell |
19,868
-604
| -3% | -$88.6K | 0.01% | 309 |
|
|
2021
Q1 | $2.73M | Sell |
20,472
-3,681
| -15% | -$490K | 0.01% | 286 |
|
|
2020
Q4 | $3.04M | Sell |
24,153
-5,559
| -19% | -$700K | 0.02% | 285 |
|
|
2020
Q3 | $3.62M | Sell |
29,712
-90
| -0.3% | -$10.9K | 0.02% | 264 |
|
|
2020
Q2 | $3.6M | Buy |
29,802
+6,295
| +27% | +$760K | 0.03% | 258 |
|
|
2020
Q1 | $2.61M | Sell |
23,507
-7,339
| -24% | -$814K | 0.02% | 260 |
|
|
2019
Q4 | $4.14M | Sell |
30,846
-56,779
| -65% | -$7.61M | 0.03% | 267 |
|
|
2019
Q3 | $12.7M | Buy |
87,625
+85,458
| +3,944% | +$12.4M | 0.11% | 176 |
|
|
2019
Q2 | $299K | Buy |
2,167
+690
| +47% | +$95.2K | ﹤0.01% | 418 |
|
|
2019
Q1 | $208K | Buy |
1,477
+145
| +11% | +$20.5K | ﹤0.01% | 446 |
|
|
2018
Q4 | $151K | Sell |
1,332
-800
| -38% | -$90.7K | ﹤0.01% | 483 |
|
|
2018
Q3 | $322K | Buy |
2,132
+44
| +2% | +$6.64K | ﹤0.01% | 390 |
|
|
2018
Q2 | $292K | Sell |
2,088
-114
| -5% | -$15.9K | ﹤0.01% | 399 |
|
|
2018
Q1 | $338K | Sell |
2,202
-598
| -21% | -$91.9K | ﹤0.01% | 382 |
|
|
2017
Q4 | $430K | Buy |
2,800
+523
| +23% | +$80.3K | ﹤0.01% | 381 |
|
|
2017
Q3 | $331K | Sell |
2,277
-8,749
| -79% | -$1.27M | ﹤0.01% | 391 |
|
|
2017
Q2 | $1.7M | Buy |
11,026
+1,985
| +22% | +$305K | 0.02% | 254 |
|
|
2017
Q1 | $1.57M | Buy |
9,041
+6,367
| +238% | +$1.11M | 0.02% | 258 |
|
|
2016
Q4 | $444K | Sell |
2,674
-87
| -3% | -$14.4K | 0.01% | 332 |
|
|
2016
Q3 | $439K | Sell |
2,761
-2,788
| -50% | -$443K | 0.01% | 321 |
|
|
2016
Q2 | $842K | Sell |
5,549
-410
| -7% | -$62.2K | 0.01% | 273 |
|
|
2016
Q1 | $902K | Buy |
5,959
+605
| +11% | +$91.6K | 0.02% | 275 |
|
|
2015
Q4 | $737K | Buy |
5,354
+1,448
| +37% | +$199K | 0.01% | 320 |
|
|
2015
Q3 | $566K | Sell |
3,906
-11,453
| -75% | -$1.66M | 0.01% | 282 |
|
|
2015
Q2 | $2.5M | Buy |
15,359
+1,370
| +10% | +$223K | 0.05% | 161 |
|
|
2015
Q1 | $2.25M | Buy |
13,989
+438
| +3% | +$70.3K | 0.05% | 177 |
|
|
2014
Q4 | $2.17M | Buy |
13,551
+625
| +5% | +$100K | 0.05% | 188 |
|
|
2014
Q3 | $2.45M | Buy |
12,926
+76
| +0.6% | +$14.5K | 0.06% | 159 |
|
|
2014
Q2 | $2.33M | Buy |
12,850
+12,849
| +1,284,900% | +$2.33M | 0.05% | 168 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 399 |
|
|
2013
Q4 | $0 | Sell |
1
-5,191
| -100% | – | ﹤0.01% | 398 |
|
|
2013
Q3 | $961K | Buy |
+5,192
| New | +$961K | 0.02% | 251 |
|