Atria Wealth Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
41,815
-29,496
| -41% | -$8.66M | 0.28% | 80 |
|
|
2025
Q1 | $17.7M | Sell |
71,311
-9,180
| -11% | -$2.28M | 0.21% | 99 |
|
|
2024
Q4 | $17.7M | Buy |
80,491
+5,581
| +7% | +$1.23M | 0.19% | 107 |
|
|
2024
Q3 | $16.6M | Sell |
74,910
-8,084
| -10% | -$1.79M | 0.18% | 120 |
|
|
2024
Q2 | $14.4M | Buy |
82,994
+2,953
| +4% | +$511K | 0.16% | 131 |
|
|
2024
Q1 | $15.3M | Buy |
80,041
+176
| +0.2% | +$33.6K | 0.17% | 128 |
|
|
2023
Q4 | $13.1M | Sell |
79,865
-2,764
| -3% | -$452K | 0.16% | 135 |
|
|
2023
Q3 | $11.6M | Buy |
82,629
+14,196
| +21% | +$1.99M | 0.16% | 136 |
|
|
2023
Q2 | $9.16M | Buy |
68,433
+5,192
| +8% | +$695K | 0.12% | 166 |
|
|
2023
Q1 | $8.29M | Buy |
63,241
+5,648
| +10% | +$740K | 0.12% | 168 |
|
|
2022
Q4 | $8.12M | Sell |
57,593
-3,884
| -6% | -$547K | 0.13% | 171 |
|
|
2022
Q3 | $7.3M | Buy |
61,477
+20,548
| +50% | +$2.44M | 0.13% | 169 |
|
|
2022
Q2 | $5.78M | Sell |
40,929
-11,900
| -23% | -$1.68M | 0.11% | 189 |
|
|
2022
Q1 | $6.87M | Buy |
+52,829
| New | +$6.87M | 0.11% | 190 |
|