Atlas 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 | $3.68M | Sell |
12,490
-3,111
| -20% | -$917K | 0.45% | 53 |
|
|
2025
Q1 | $3.88M | Sell |
15,601
-1,225
| -7% | -$305K | 0.48% | 48 |
|
|
2024
Q4 | $3.7M | Sell |
16,826
-156
| -0.9% | -$34.3K | 0.47% | 50 |
|
|
2024
Q3 | $3.75M | Buy |
16,982
+3,664
| +28% | +$810K | 0.57% | 39 |
|
|
2024
Q2 | $2.3M | Sell |
13,318
-3,750
| -22% | -$649K | 0.3% | 74 |
|
|
2024
Q1 | $3.26M | Buy |
17,068
+2,517
| +17% | +$481K | 0.51% | 47 |
|
|
2023
Q4 | $2.38M | Buy |
14,551
+8,024
| +123% | +$1.31M | 0.34% | 59 |
|
|
2023
Q3 | $916K | Sell |
6,527
-64
| -1% | -$8.98K | 0.15% | 112 |
|
|
2023
Q2 | $882K | Sell |
6,591
-649
| -9% | -$86.8K | 0.13% | 125 |
|
|
2023
Q1 | $949K | Sell |
7,240
-6,797
| -48% | -$891K | 0.15% | 102 |
|
|
2022
Q4 | $1.98M | Sell |
14,037
-2,302
| -14% | -$324K | 0.33% | 61 |
|
|
2022
Q3 | $1.94M | Buy |
16,339
+2,505
| +18% | +$298K | 0.35% | 60 |
|
|
2022
Q2 | $1.95M | Buy |
13,834
+11,459
| +482% | +$1.62M | 0.33% | 62 |
|
|
2022
Q1 | $309K | Buy |
2,375
+78
| +3% | +$10.1K | 0.05% | 286 |
|
|
2021
Q4 | $307K | Sell |
2,297
-106
| -4% | -$14.2K | 0.05% | 294 |
|
|
2021
Q3 | $319K | Hold |
2,403
| – | – | 0.05% | 269 |
|
|
2021
Q2 | $337K | Sell |
2,403
-82
| -3% | -$11.5K | 0.06% | 273 |
|
|
2021
Q1 | $317K | Buy |
2,485
+348
| +16% | +$44.3K | 0.06% | 255 |
|
|
2020
Q4 | $257K | Hold |
2,137
| – | – | 0.05% | 268 |
|
|
2020
Q3 | $249K | Hold |
2,137
| – | – | 0.06% | 265 |
|
|
2020
Q2 | $247K | Sell |
2,137
-290
| -12% | -$33.5K | 0.06% | 277 |
|
|
2020
Q1 | $257K | Sell |
2,427
-41
| -2% | -$4.35K | 0.08% | 233 |
|
|
2019
Q4 | $316K | Sell |
2,468
-159
| -6% | -$20.4K | 0.08% | 256 |
|
|
2019
Q3 | $365K | Sell |
2,627
-65
| -2% | -$9.04K | 0.11% | 230 |
|
|
2019
Q2 | $355K | Buy |
2,692
+2,516
| +1,430% | +$332K | 0.12% | 211 |
|
|
2019
Q1 | $23.7K | Hold |
176
| – | – | 0.01% | 469 |
|
|
2018
Q4 | $19.1K | Buy |
176
+112
| +175% | +$12.2K | 0.01% | 469 |
|
|
2018
Q3 | $9.35K | Sell |
64
-71
| -53% | -$10.4K | ﹤0.01% | 502 |
|
|
2018
Q2 | $18.5K | Hold |
135
| – | – | 0.01% | 446 |
|
|
2018
Q1 | $19.8K | Buy |
+135
| New | +$19.8K | 0.01% | 449 |
|