Bay Harbor Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Buy |
40
+20
| +100% | +$5.9K | ﹤0.01% | 139 |
|
|
2025
Q1 | $4.97K | Buy |
+20
| New | +$4.97K | ﹤0.01% | 139 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | -$2K | – | 176 |
|
|
2021
Q3 | $2K | Sell |
14
-86
| -86% | -$12.3K | ﹤0.01% | 188 |
|
|
2021
Q2 | $14K | Sell |
100
-165
| -62% | -$23.1K | 0.01% | 165 |
|
|
2021
Q1 | $34K | Sell |
265
-211
| -44% | -$27.1K | 0.02% | 160 |
|
|
2020
Q4 | $57K | Sell |
476
-380
| -44% | -$45.5K | 0.03% | 149 |
|
|
2020
Q3 | $100K | Sell |
856
-405
| -32% | -$47.3K | 0.05% | 116 |
|
|
2020
Q2 | $146K | Buy |
1,261
+1,209
| +2,325% | +$140K | 0.08% | 101 |
|
|
2020
Q1 | $6K | Buy |
52
+40
| +333% | +$4.62K | ﹤0.01% | 223 |
|
|
2019
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 316 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 376 |
|
|
2019
Q2 | – | Sell |
-25
| Closed | -$3K | – | 381 |
|
|
2019
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 321 |
|