Badgley Phelps Wealth Managers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Buy |
28,617
+1,374
| +5% | +$405K | 0.19% | 114 |
|
|
2025
Q1 | $6.77M | Buy |
27,243
+23,325
| +595% | +$5.8M | 0.16% | 119 |
|
|
2024
Q4 | $861K | Sell |
3,918
-75
| -2% | -$16.5K | 0.02% | 180 |
|
|
2024
Q3 | $883K | Buy |
3,993
+1,874
| +88% | +$414K | 0.02% | 177 |
|
|
2024
Q2 | $366K | Buy |
2,119
+27
| +1% | +$4.67K | 0.01% | 212 |
|
|
2024
Q1 | $399K | Sell |
2,092
-25
| -1% | -$4.77K | 0.01% | 204 |
|
|
2023
Q4 | $346K | Buy |
+2,117
| New | +$346K | 0.01% | 205 |
|