Austin 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 | $1.62M | Sell |
5,479
-146
| -3% | -$43K | 0.13% | 88 |
|
|
2025
Q1 | $1.4M | Sell |
5,625
-94
| -2% | -$23.4K | 0.13% | 81 |
|
|
2024
Q4 | $1.26M | Buy |
5,719
+494
| +9% | +$109K | 0.12% | 72 |
|
|
2024
Q3 | $1.16M | Buy |
5,225
+2,128
| +69% | +$470K | 0.11% | 68 |
|
|
2024
Q2 | $536K | Buy |
3,097
+224
| +8% | +$38.7K | 0.06% | 116 |
|
|
2024
Q1 | $548K | Buy |
2,873
+410
| +17% | +$78.3K | 0.06% | 117 |
|
|
2023
Q4 | $403K | Sell |
2,463
-47
| -2% | -$7.69K | 0.05% | 119 |
|
|
2023
Q3 | $352K | Buy |
2,510
+184
| +8% | +$25.8K | 0.05% | 111 |
|
|
2023
Q2 | $311K | Sell |
2,326
-590
| -20% | -$78.9K | 0.05% | 122 |
|
|
2023
Q1 | $382K | Buy |
2,916
+390
| +15% | +$51.1K | 0.06% | 101 |
|
|
2022
Q4 | $356K | Sell |
2,526
-200
| -7% | -$28.2K | 0.06% | 105 |
|
|
2022
Q3 | $324K | Hold |
2,726
| – | – | 0.07% | 89 |
|
|
2022
Q2 | $385K | Buy |
2,726
+266
| +11% | +$37.6K | 0.09% | 80 |
|
|
2022
Q1 | $320K | Sell |
2,460
-244
| -9% | -$31.7K | 0.06% | 95 |
|
|
2021
Q4 | $361K | Sell |
2,704
-1,912
| -41% | -$255K | 0.07% | 88 |
|
|
2021
Q3 | $613K | Buy |
4,616
+390
| +9% | +$51.8K | 0.13% | 59 |
|
|
2021
Q2 | $592K | Buy |
4,226
+308
| +8% | +$43.1K | 0.14% | 57 |
|
|
2021
Q1 | $499K | Sell |
3,918
-413
| -10% | -$52.6K | 0.13% | 60 |
|
|
2020
Q4 | $521K | Buy |
4,331
+797
| +23% | +$95.9K | 0.15% | 56 |
|
|
2020
Q3 | $411K | Sell |
3,534
-77
| -2% | -$8.96K | 0.15% | 55 |
|
|
2020
Q2 | $417K | Buy |
3,611
+85
| +2% | +$9.82K | 0.18% | 48 |
|
|
2020
Q1 | $374K | Buy |
+3,526
| New | +$374K | 0.23% | 44 |
|