Avantax Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7M | Sell |
90,441
-5,467
| -6% | -$1.61M | 0.15% | 107 |
|
|
2025
Q1 | $23.8M | Sell |
95,908
-3,868
| -4% | -$962K | 0.14% | 109 |
|
|
2024
Q4 | $21.9M | Buy |
99,776
+3,245
| +3% | +$713K | 0.14% | 112 |
|
|
2024
Q3 | $21.3M | Buy |
96,531
+1,250
| +1% | +$276K | 0.14% | 110 |
|
|
2024
Q2 | $16.5M | Buy |
95,281
+40,220
| +73% | +$6.96M | 0.12% | 132 |
|
|
2024
Q1 | $10.5M | Buy |
55,061
+4,104
| +8% | +$784K | 0.09% | 168 |
|
|
2023
Q4 | $8.33M | Buy |
50,957
+2,735
| +6% | +$447K | 0.08% | 192 |
|
|
2023
Q3 | $6.77M | Sell |
48,222
-464
| -1% | -$65.1K | 0.08% | 201 |
|
|
2023
Q2 | $6.51M | Sell |
48,686
-1,058
| -2% | -$142K | 0.07% | 204 |
|
|
2023
Q1 | $6.52M | Buy |
49,744
+7,065
| +17% | +$926K | 0.08% | 191 |
|
|
2022
Q4 | $6.01M | Buy |
42,679
+3,110
| +8% | +$438K | 0.08% | 192 |
|
|
2022
Q3 | $4.7M | Buy |
39,569
+3,115
| +9% | +$370K | 0.07% | 211 |
|
|
2022
Q2 | $5.15M | Buy |
36,454
+1,153
| +3% | +$163K | 0.08% | 195 |
|
|
2022
Q1 | $4.59M | Buy |
35,301
+1,052
| +3% | +$137K | 0.06% | 223 |
|
|
2021
Q4 | $4.58M | Buy |
34,249
+1,661
| +5% | +$222K | 0.07% | 214 |
|
|
2021
Q3 | $4.32M | Sell |
32,588
-1,279
| -4% | -$170K | 0.07% | 199 |
|
|
2021
Q2 | $4.75M | Buy |
33,867
+6,622
| +24% | +$928K | 0.09% | 178 |
|
|
2021
Q1 | $3.47M | Buy |
27,245
+3,070
| +13% | +$391K | 0.07% | 196 |
|
|
2020
Q4 | $2.91M | Sell |
24,175
-29,417
| -55% | -$3.54M | 0.07% | 198 |
|
|
2020
Q3 | $6.23M | Buy |
53,592
+29,837
| +126% | +$3.47M | 0.1% | 174 |
|
|
2020
Q2 | $2.74M | Sell |
23,755
-7,368
| -24% | -$851K | 0.08% | 176 |
|
|
2020
Q1 | $3.31M | Buy |
31,123
+1,753
| +6% | +$186K | 0.1% | 139 |
|
|
2019
Q4 | $3.76M | Buy |
29,370
+10,299
| +54% | +$1.32M | 0.09% | 139 |
|
|
2019
Q3 | $2.65M | Buy |
19,071
+6,996
| +58% | +$972K | 0.11% | 99 |
|
|
2019
Q2 | $1.59M | Buy |
12,075
+1,320
| +12% | +$174K | 0.07% | 137 |
|
|
2019
Q1 | $1.45M | Buy |
10,755
+1,399
| +15% | +$189K | 0.08% | 138 |
|
|
2018
Q4 | $1.02M | Buy |
+9,356
| New | +$1.02M | 0.17% | 130 |
|