Baldwin Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Sell |
84,256
-245
| -0.3% | -$72.2K | 1.69% | 17 |
|
|
2025
Q1 | $21M | Sell |
84,501
-2,655
| -3% | -$660K | 1.47% | 18 |
|
|
2024
Q4 | $19.2M | Sell |
87,156
-2,429
| -3% | -$534K | 1.32% | 22 |
|
|
2024
Q3 | $19.8M | Sell |
89,585
-104
| -0.1% | -$23K | 1.35% | 22 |
|
|
2024
Q2 | $15.5M | Sell |
89,689
-397
| -0.4% | -$68.7K | 1.21% | 25 |
|
|
2024
Q1 | $17.2M | Sell |
90,086
-100
| -0.1% | -$19.1K | 1.3% | 23 |
|
|
2023
Q4 | $14.7M | Sell |
90,186
-595
| -0.7% | -$97.3K | 1.16% | 26 |
|
|
2023
Q3 | $12.7M | Sell |
90,781
-605
| -0.7% | -$84.9K | 1.1% | 28 |
|
|
2023
Q2 | $12.2M | Sell |
91,386
-50
| -0.1% | -$6.69K | 1% | 31 |
|
|
2023
Q1 | $12M | Sell |
91,436
-880
| -1% | -$115K | 1.04% | 30 |
|
|
2022
Q4 | $13M | Buy |
92,316
+85,172
| +1,192% | +$12M | 1.18% | 27 |
|
|
2022
Q3 | $849K | Hold |
7,144
| – | – | 0.12% | 75 |
|
|
2022
Q2 | $1.01M | Hold |
7,144
| – | – | 0.13% | 72 |
|
|
2022
Q1 | $929K | Sell |
7,144
-198
| -3% | -$25.7K | 0.1% | 79 |
|
|
2021
Q4 | $981K | Sell |
7,342
-301
| -4% | -$40.2K | 0.1% | 77 |
|
|
2021
Q3 | $1.02M | Buy |
7,643
+50
| +0.7% | +$6.64K | 0.11% | 71 |
|
|
2021
Q2 | $1.06M | Hold |
7,593
| – | – | 0.12% | 71 |
|
|
2021
Q1 | $967K | Sell |
7,593
-223
| -3% | -$28.4K | 0.11% | 72 |
|
|
2020
Q4 | $941K | Sell |
7,816
-78
| -1% | -$9.39K | 0.12% | 73 |
|
|
2020
Q3 | $918K | Hold |
7,894
| – | – | 0.13% | 77 |
|
|
2020
Q2 | $911K | Sell |
7,894
-209
| -3% | -$24.1K | 0.13% | 74 |
|
|
2020
Q1 | $859K | Sell |
8,103
-360
| -4% | -$38.2K | 0.15% | 74 |
|
|
2019
Q4 | $1.09M | Buy |
8,463
+47
| +0.6% | +$6.03K | 0.15% | 77 |
|
|
2019
Q3 | $1.17M | Sell |
8,416
-33
| -0.4% | -$4.59K | 0.18% | 73 |
|
|
2019
Q2 | $1.11M | Sell |
8,449
-156
| -2% | -$20.6K | 0.16% | 81 |
|
|
2019
Q1 | $1.16M | Buy |
8,605
+382
| +5% | +$51.5K | 0.17% | 81 |
|
|
2018
Q4 | $894K | Buy |
8,223
+14
| +0.2% | +$1.52K | 0.15% | 84 |
|
|
2018
Q3 | $1.19M | Sell |
8,209
-131
| -2% | -$18.9K | 0.17% | 80 |
|
|
2018
Q2 | $1.11M | Buy |
8,340
+199
| +2% | +$26.6K | 0.17% | 79 |
|
|
2018
Q1 | $1.19M | Sell |
8,141
-608
| -7% | -$89.2K | 0.19% | 78 |
|
|
2017
Q4 | $1.28M | Sell |
8,749
-653
| -7% | -$95.8K | 0.2% | 78 |
|
|
2017
Q3 | $1.3M | Sell |
9,402
-345
| -4% | -$47.8K | 0.21% | 77 |
|
|
2017
Q2 | $1.43M | Sell |
9,747
-864
| -8% | -$127K | 0.23% | 67 |
|
|
2017
Q1 | $1.77M | Sell |
10,611
-254
| -2% | -$42.3K | 0.29% | 58 |
|
|
2016
Q4 | $1.72M | Sell |
10,865
-531
| -5% | -$84.3K | 0.31% | 53 |
|
|
2016
Q3 | $1.73M | Sell |
11,396
-645
| -5% | -$98K | 0.31% | 51 |
|
|
2016
Q2 | $1.75M | Buy |
12,041
+621
| +5% | +$90.1K | 0.36% | 46 |
|
|
2016
Q1 | $1.65M | Buy |
11,420
+618
| +6% | +$89.5K | 0.3% | 76 |
|
|
2015
Q4 | $1.42M | Buy |
10,802
+3,357
| +45% | +$442K | 0.23% | 92 |
|
|
2015
Q3 | $1.03M | Buy |
7,445
+836
| +13% | +$116K | 0.17% | 118 |
|
|
2015
Q2 | $1.03M | Sell |
6,609
-78
| -1% | -$12.1K | 0.15% | 124 |
|
|
2015
Q1 | $1.03M | Sell |
6,687
-445
| -6% | -$68.3K | 0.15% | 128 |
|
|
2014
Q4 | $1.09M | Sell |
7,132
-233
| -3% | -$35.7K | 0.16% | 127 |
|
|
2014
Q3 | $1.34M | Buy |
+7,365
| New | +$1.34M | 0.19% | 110 |
|
|
2014
Q2 | – | Sell |
-4,485
| Closed | -$825K | – | 252 |
|
|
2014
Q1 | $825K | Sell |
4,485
-682
| -13% | -$125K | 0.13% | 145 |
|
|
2013
Q4 | $927K | Sell |
5,167
-3,982
| -44% | -$714K | 0.15% | 137 |
|
|
2013
Q3 | $1.62M | Sell |
9,149
-4,013
| -30% | -$711K | 0.3% | 85 |
|
|
2013
Q2 | $2.41M | Buy |
+13,162
| New | +$2.41M | 0.48% | 62 |
|