Bell Investment 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 | $149K | Buy |
505
+98
| +24% | +$28.9K | 0.03% | 131 |
|
|
2025
Q1 | $101K | Buy |
407
+8
| +2% | +$1.99K | 0.02% | 144 |
|
|
2024
Q4 | $87.7K | Buy |
399
+5
| +1% | +$1.1K | 0.02% | 153 |
|
|
2024
Q3 | $87.1K | Buy |
394
+8
| +2% | +$1.77K | 0.02% | 158 |
|
|
2024
Q2 | $66.8K | Buy |
386
+14
| +4% | +$2.42K | 0.01% | 180 |
|
|
2024
Q1 | $71K | Buy |
372
+17
| +5% | +$3.25K | 0.01% | 167 |
|
|
2023
Q4 | $58.1K | Sell |
355
-13
| -4% | -$2.13K | 0.01% | 179 |
|
|
2023
Q3 | $51.6K | Buy |
368
+4
| +1% | +$561 | 0.01% | 174 |
|
|
2023
Q2 | $48.7K | Buy |
364
+156
| +75% | +$20.9K | 0.01% | 168 |
|
|
2023
Q1 | $27.3K | Sell |
208
-108
| -34% | -$14.2K | 0.01% | 245 |
|
|
2022
Q4 | $44.5K | Buy |
316
+15
| +5% | +$2.11K | 0.01% | 182 |
|
|
2022
Q3 | $36K | Buy |
301
+50
| +20% | +$5.98K | 0.01% | 175 |
|
|
2022
Q2 | $35K | Buy |
+251
| New | +$35K | 0.01% | 173 |
|
|
2021
Q4 | $21K | Buy |
155
+64
| +70% | +$8.67K | 0.01% | 304 |
|
|
2021
Q3 | $12K | Buy |
+91
| New | +$12K | ﹤0.01% | 407 |
|