Baltimore-Washington Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
1,366
+40
| +3% | +$11.8K | 0.02% | 122 |
|
|
2025
Q1 | $330K | Buy |
1,326
+150
| +13% | +$37.3K | 0.02% | 119 |
|
|
2024
Q4 | $259K | Buy |
+1,176
| New | +$259K | 0.01% | 131 |
|
|
2020
Q3 | – | Sell |
-125,067
| Closed | -$46K | – | 132 |
|
|
2020
Q2 | $46K | Buy |
+125,067
| New | +$46K | 0.01% | 122 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$41K | – | 169 |
|
|
2015
Q3 | $41K | Sell |
300
-6
| -2% | -$820 | 0.01% | 133 |
|
|
2015
Q2 | $47K | Sell |
306
-21
| -6% | -$3.23K | 0.01% | 131 |
|
|
2015
Q1 | $50K | Sell |
327
-105
| -24% | -$16.1K | 0.01% | 135 |
|
|
2014
Q4 | $66K | Sell |
432
-129
| -23% | -$19.7K | 0.02% | 123 |
|
|
2014
Q3 | $102K | Buy |
561
+3
| +0.5% | +$545 | 0.03% | 116 |
|
|
2014
Q2 | $97K | Sell |
558
-169
| -23% | -$29.4K | 0.03% | 129 |
|
|
2014
Q1 | $134K | Sell |
727
-366
| -33% | -$67.5K | 0.05% | 108 |
|
|
2013
Q4 | $196K | Sell |
1,093
-696
| -39% | -$125K | 0.07% | 107 |
|
|
2013
Q3 | $317K | Sell |
1,789
-160
| -8% | -$28.4K | 0.13% | 84 |
|
|
2013
Q2 | $356K | Buy |
+1,949
| New | +$356K | 0.15% | 82 |
|