Beverly Hills Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
3,696
-420
| -10% | -$124K | 0.2% | 122 |
|
|
2025
Q1 | $1.02M | Sell |
4,116
-173
| -4% | -$43K | 0.2% | 120 |
|
|
2024
Q4 | $943K | Sell |
4,289
-104
| -2% | -$22.9K | 0.19% | 124 |
|
|
2024
Q3 | $971K | Sell |
4,393
-823
| -16% | -$182K | 0.2% | 129 |
|
|
2024
Q2 | $902K | Sell |
5,216
-290
| -5% | -$50.2K | 0.2% | 127 |
|
|
2024
Q1 | $1.05M | Sell |
5,506
-706
| -11% | -$135K | 0.24% | 100 |
|
|
2023
Q4 | $1.02M | Sell |
6,212
-164
| -3% | -$26.8K | 0.27% | 88 |
|
|
2023
Q3 | $895K | Sell |
6,376
-5,787
| -48% | -$812K | 0.27% | 92 |
|
|
2023
Q2 | $1.75M | Buy |
12,163
+3,860
| +46% | +$557K | 0.29% | 84 |
|
|
2023
Q1 | $1.09M | Buy |
8,303
+2,143
| +35% | +$281K | 0.34% | 79 |
|
|
2022
Q4 | $868K | Buy |
+6,160
| New | +$868K | 0.38% | 75 |
|