Atria Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Sell |
80,548
-1,635
| -2% | -$482K | 0.28% | 56 |
|
|
2025
Q1 | $20.4M | Sell |
82,183
-605
| -0.7% | -$150K | 0.26% | 65 |
|
|
2024
Q4 | $18.2M | Buy |
82,788
+819
| +1% | +$180K | 0.23% | 84 |
|
|
2024
Q3 | $18.1M | Buy |
81,969
+4,112
| +5% | +$909K | 0.23% | 85 |
|
|
2024
Q2 | $13.5M | Sell |
77,857
-1,417
| -2% | -$245K | 0.17% | 130 |
|
|
2024
Q1 | $15.1M | Sell |
79,274
-141
| -0.2% | -$26.9K | 0.21% | 102 |
|
|
2023
Q4 | $13M | Buy |
79,415
+2,681
| +3% | +$438K | 0.2% | 115 |
|
|
2023
Q3 | $10.8M | Buy |
76,734
+4,082
| +6% | +$573K | 0.19% | 118 |
|
|
2023
Q2 | $9.72M | Buy |
72,652
+407
| +0.6% | +$54.5K | 0.18% | 135 |
|
|
2023
Q1 | $9.47M | Sell |
72,245
-43
| -0.1% | -$5.64K | 0.18% | 139 |
|
|
2022
Q4 | $10.2M | Buy |
72,288
+10,097
| +16% | +$1.42M | 0.21% | 113 |
|
|
2022
Q3 | $7.39M | Buy |
62,191
+1,323
| +2% | +$157K | 0.16% | 155 |
|
|
2022
Q2 | $8.59M | Buy |
60,868
+19,249
| +46% | +$2.72M | 0.18% | 133 |
|
|
2022
Q1 | $5.41M | Buy |
41,619
+9,490
| +30% | +$1.23M | 0.09% | 256 |
|
|
2021
Q4 | $4.29M | Sell |
32,129
-6,956
| -18% | -$930K | 0.08% | 326 |
|
|
2021
Q3 | $5.19M | Buy |
39,085
+942
| +2% | +$125K | 0.09% | 241 |
|
|
2021
Q2 | $5.35M | Buy |
38,143
+1,819
| +5% | +$255K | 0.1% | 226 |
|
|
2021
Q1 | $4.63M | Buy |
36,324
+4,149
| +13% | +$529K | 0.1% | 228 |
|
|
2020
Q4 | $3.87M | Buy |
32,175
+621
| +2% | +$74.7K | 0.09% | 245 |
|
|
2020
Q3 | $3.67M | Sell |
31,554
-6,373
| -17% | -$741K | 0.11% | 210 |
|
|
2020
Q2 | $4.38M | Buy |
+37,927
| New | +$4.38M | 0.15% | 164 |
|
|
2020
Q1 | – | Sell |
-23,961
| Closed | -$3.07M | – | 832 |
|
|
2019
Q4 | $3.07M | Buy |
23,961
+8,650
| +56% | +$1.11M | 0.08% | 214 |
|
|
2019
Q3 | $2.13M | Buy |
15,311
+9,585
| +167% | +$1.33M | 0.08% | 220 |
|
|
2019
Q2 | $733K | Sell |
5,726
-1,243
| -18% | -$159K | 0.03% | 486 |
|
|
2019
Q1 | $940K | Buy |
6,969
+3,109
| +81% | +$419K | 0.04% | 376 |
|
|
2018
Q4 | $419K | Sell |
3,860
-16,055
| -81% | -$1.74M | 0.02% | 560 |
|
|
2018
Q3 | $2.88M | Sell |
19,915
-2,620
| -12% | -$379K | 0.11% | 159 |
|
|
2018
Q2 | $3.01M | Sell |
22,535
-1,449
| -6% | -$194K | 0.13% | 141 |
|
|
2018
Q1 | $3.52M | Sell |
23,984
-1,193
| -5% | -$175K | 0.17% | 114 |
|
|
2017
Q4 | $3.69M | Buy |
25,177
+1,028
| +4% | +$151K | 0.18% | 106 |
|
|
2017
Q3 | $3.35M | Buy |
24,149
+457
| +2% | +$63.4K | 0.18% | 108 |
|
|
2017
Q2 | $3.48M | Buy |
23,692
+2,589
| +12% | +$381K | 0.21% | 86 |
|
|
2017
Q1 | $3.51M | Buy |
21,103
+4,316
| +26% | +$718K | 0.23% | 82 |
|
|
2016
Q4 | $2.66M | Buy |
16,787
+4,984
| +42% | +$791K | 0.2% | 93 |
|
|
2016
Q3 | $1.79M | Buy |
11,803
+2,609
| +28% | +$396K | 0.16% | 111 |
|
|
2016
Q2 | $1.36M | Buy |
9,194
+2,014
| +28% | +$297K | 0.15% | 124 |
|
|
2016
Q1 | $1.04M | Buy |
7,180
+507
| +8% | +$73.4K | 0.12% | 140 |
|
|
2015
Q4 | $840K | Sell |
6,673
-1,072
| -14% | -$135K | 0.09% | 163 |
|
|
2015
Q3 | $1.07M | Sell |
7,745
-728
| -9% | -$101K | 0.15% | 102 |
|
|
2015
Q2 | $1.32M | Buy |
8,473
+288
| +4% | +$44.8K | 0.15% | 96 |
|
|
2015
Q1 | $1.26M | Sell |
8,185
-618
| -7% | -$94.8K | 0.14% | 106 |
|
|
2014
Q4 | $1.35M | Buy |
8,803
+1,077
| +14% | +$165K | 0.14% | 116 |
|
|
2014
Q3 | $1.4M | Sell |
7,726
-78
| -1% | -$14.2K | 0.14% | 120 |
|
|
2014
Q2 | $1.35M | Sell |
7,804
-646
| -8% | -$112K | 0.13% | 138 |
|
|
2014
Q1 | $1.56M | Sell |
8,450
-261
| -3% | -$48K | 0.16% | 116 |
|
|
2013
Q4 | $1.56M | Sell |
8,711
-687
| -7% | -$123K | 0.16% | 120 |
|
|
2013
Q3 | $1.66M | Buy |
9,398
+530
| +6% | +$93.8K | 0.17% | 84 |
|
|
2013
Q2 | $1.62M | Buy |
+8,868
| New | +$1.62M | 0.2% | 71 |
|