BCWM
Bartlett & Co Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Sell |
23,385
-234
| -1% | -$69K | 0.1% | 118 |
|
|
2025
Q1 | $5.87M | Sell |
23,619
-1,697
| -7% | -$422K | 0.09% | 128 |
|
|
2024
Q4 | $5.57M | Sell |
25,316
-277
| -1% | -$60.9K | 0.08% | 131 |
|
|
2024
Q3 | $5.66M | Sell |
25,593
-196
| -0.8% | -$43.3K | 0.08% | 130 |
|
|
2024
Q2 | $4.46M | Sell |
25,789
-1,094
| -4% | -$189K | 0.07% | 142 |
|
|
2024
Q1 | $5.13M | Sell |
26,883
-225
| -0.8% | -$43K | 0.08% | 140 |
|
|
2023
Q4 | $4.44M | Sell |
27,108
-5,325
| -16% | -$872K | 0.07% | 146 |
|
|
2023
Q3 | $4.55M | Sell |
32,433
-1,441
| -4% | -$202K | 0.08% | 140 |
|
|
2023
Q2 | $4.53M | Sell |
33,874
-111
| -0.3% | -$14.9K | 0.08% | 140 |
|
|
2023
Q1 | $4.43M | Sell |
33,985
-1,054
| -3% | -$137K | 0.09% | 135 |
|
|
2022
Q4 | $4.94M | Sell |
35,039
-922
| -3% | -$130K | 0.1% | 129 |
|
|
2022
Q3 | $4.27M | Buy |
35,961
+736
| +2% | +$87.4K | 0.09% | 134 |
|
|
2022
Q2 | $4.97M | Sell |
35,225
-470
| -1% | -$66.4K | 0.1% | 129 |
|
|
2022
Q1 | $4.64M | Sell |
35,695
-720
| -2% | -$93.6K | 0.08% | 134 |
|
|
2021
Q4 | $4.87M | Buy |
36,415
+148
| +0.4% | +$19.8K | 0.08% | 132 |
|
|
2021
Q3 | $5.04M | Sell |
36,267
-85
| -0.2% | -$11.8K | 0.1% | 124 |
|
|
2021
Q2 | $5.33M | Sell |
36,352
-1,646
| -4% | -$241K | 0.1% | 123 |
|
|
2021
Q1 | $5.06M | Sell |
37,998
-20,069
| -35% | -$2.67M | 0.1% | 126 |
|
|
2020
Q4 | $7.31M | Sell |
58,067
-4,834
| -8% | -$609K | 0.16% | 108 |
|
|
2020
Q3 | $7.65M | Sell |
62,901
-2,501
| -4% | -$304K | 0.18% | 99 |
|
|
2020
Q2 | $7.9M | Sell |
65,402
-3,530
| -5% | -$426K | 0.21% | 95 |
|
|
2020
Q1 | $7.65M | Sell |
68,932
-282
| -0.4% | -$31.3K | 0.23% | 91 |
|
|
2019
Q4 | $9.28M | Sell |
69,214
-1,863
| -3% | -$250K | 0.23% | 94 |
|
|
2019
Q3 | $10.3M | Buy |
71,077
+4,858
| +7% | +$706K | 0.27% | 89 |
|
|
2019
Q2 | $9.13M | Sell |
66,219
-2,652
| -4% | -$366K | 0.34% | 66 |
|
|
2019
Q1 | $9.72M | Sell |
68,871
-2,418
| -3% | -$341K | 0.37% | 63 |
|
|
2018
Q4 | $8.1M | Sell |
71,289
-2,813
| -4% | -$320K | 0.35% | 67 |
|
|
2018
Q3 | $11.2M | Sell |
74,102
-567
| -0.8% | -$85.7K | 0.42% | 64 |
|
|
2018
Q2 | $10.4M | Sell |
74,669
-1,950
| -3% | -$272K | 0.42% | 64 |
|
|
2018
Q1 | $11.8M | Buy |
+76,619
| New | +$11.8M | 0.49% | 63 |
|