Aurora Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
1,553
+7
| +0.5% | +$2.06K | 0.34% | 73 |
|
|
2025
Q1 | $384K | Buy |
1,546
+4
| +0.3% | +$994 | 0.31% | 84 |
|
|
2024
Q4 | $339K | Sell |
1,542
-7
| -0.5% | -$1.54K | 0.25% | 96 |
|
|
2024
Q3 | $342K | Buy |
1,549
+4
| +0.3% | +$883 | 0.27% | 94 |
|
|
2024
Q2 | $267K | Sell |
1,545
-79
| -5% | -$13.7K | 0.23% | 114 |
|
|
2024
Q1 | $308K | Buy |
1,624
+53
| +3% | +$10.1K | 0.27% | 98 |
|
|
2023
Q4 | $257K | Buy |
+1,571
| New | +$257K | 0.24% | 116 |
|
|
2022
Q1 | – | Sell |
-1,544
| Closed | -$206K | – | 204 |
|
|
2021
Q4 | $206K | Sell |
1,544
-1,491
| -49% | -$199K | 0.09% | 188 |
|
|
2021
Q3 | $403K | Buy |
3,035
+240
| +9% | +$31.9K | 0.16% | 125 |
|
|
2021
Q2 | $392K | Sell |
2,795
-64
| -2% | -$8.98K | 0.16% | 125 |
|
|
2021
Q1 | $364K | Sell |
2,859
-505
| -15% | -$64.3K | 0.15% | 130 |
|
|
2020
Q4 | $405K | Buy |
3,364
+404
| +14% | +$48.6K | 0.17% | 127 |
|
|
2020
Q3 | $344K | Sell |
2,960
-260
| -8% | -$30.2K | 0.15% | 124 |
|
|
2020
Q2 | $372K | Sell |
3,220
-2,228
| -41% | -$257K | 0.17% | 107 |
|
|
2020
Q1 | $578K | Buy |
5,448
+1,234
| +29% | +$131K | 0.2% | 108 |
|
|
2019
Q4 | $540K | Buy |
+4,214
| New | +$540K | 0.19% | 92 |
|