BOK Financial 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 | $439K | Buy |
1,488
+155
| +12% | +$45.7K | 0.03% | 132 |
|
|
2025
Q1 | $331K | Sell |
1,333
-16
| -1% | -$3.98K | 0.02% | 145 |
|
|
2024
Q4 | $297K | Sell |
1,349
-784
| -37% | -$172K | 0.02% | 154 |
|
|
2024
Q3 | $472K | Buy |
2,133
+511
| +32% | +$113K | 0.03% | 133 |
|
|
2024
Q2 | $281K | Hold |
1,622
| – | – | 0.02% | 157 |
|
|
2024
Q1 | $310K | Hold |
1,622
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $265K | Buy |
1,622
+470
| +41% | +$76.9K | 0.02% | 151 |
|
|
2023
Q3 | $162K | Hold |
1,152
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $154K | Hold |
1,152
| – | – | 0.01% | 167 |
|
|
2023
Q1 | $151K | Hold |
1,152
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $162K | Buy |
1,152
+365
| +46% | +$51.4K | 0.01% | 168 |
|
|
2022
Q3 | $94K | Hold |
787
| – | – | 0.01% | 204 |
|
|
2022
Q2 | $111K | Sell |
787
-3,916
| -83% | -$552K | 0.01% | 201 |
|
|
2022
Q1 | $611K | Buy |
4,703
+1,164
| +33% | +$151K | 0.04% | 161 |
|
|
2021
Q4 | $473K | Sell |
3,539
-207
| -6% | -$27.7K | 0.03% | 174 |
|
|
2021
Q3 | $497K | Buy |
3,746
+1,053
| +39% | +$140K | 0.04% | 149 |
|
|
2021
Q2 | $377K | Buy |
2,693
+460
| +21% | +$64.4K | 0.03% | 156 |
|
|
2021
Q1 | $284K | Buy |
+2,233
| New | +$284K | 0.03% | 160 |
|
|
2020
Q3 | – | Sell |
-1,800
| Closed | -$208K | – | 167 |
|
|
2020
Q2 | $208K | Buy |
+1,800
| New | +$208K | 0.02% | 158 |
|
|
2020
Q1 | – | Sell |
-1,816
| Closed | -$233K | – | 196 |
|
|
2019
Q4 | $233K | Buy |
+1,816
| New | +$233K | 0.02% | 170 |
|
|
2018
Q2 | – | Sell |
-1,995
| Closed | -$293K | – | 114 |
|
|
2018
Q1 | $293K | Sell |
1,995
-22
| -1% | -$3.23K | 0.05% | 80 |
|
|
2017
Q4 | $296K | Buy |
2,017
+22
| +1% | +$3.23K | 0.05% | 88 |
|
|
2017
Q3 | $277K | Sell |
1,995
-352
| -15% | -$48.9K | 0.05% | 92 |
|
|
2017
Q2 | $345K | Buy |
2,347
+8
| +0.3% | +$1.18K | 0.05% | 87 |
|
|
2017
Q1 | $389K | Sell |
2,339
-261
| -10% | -$43.4K | 0.06% | 86 |
|
|
2016
Q4 | $413K | Sell |
2,600
-68
| -3% | -$10.8K | 0.06% | 88 |
|
|
2016
Q3 | $405K | Buy |
2,668
+273
| +11% | +$41.4K | 0.06% | 95 |
|
|
2016
Q2 | $348K | Hold |
2,395
| – | – | 0.06% | 92 |
|
|
2016
Q1 | $347K | Hold |
2,395
| – | – | 0.06% | 49 |
|
|
2015
Q4 | $315K | Sell |
2,395
-69
| -3% | -$9.08K | 0.05% | 54 |
|
|
2015
Q3 | $342K | Hold |
2,464
| – | – | 0.06% | 51 |
|
|
2015
Q2 | $383K | Buy |
2,464
+418
| +20% | +$65K | 0.06% | 51 |
|
|
2015
Q1 | $314K | Hold |
2,046
| – | – | 0.05% | 54 |
|
|
2014
Q4 | $314K | Sell |
2,046
-347
| -15% | -$53.3K | 0.05% | 55 |
|
|
2014
Q3 | $434K | Hold |
2,393
| – | – | 0.07% | 42 |
|
|
2014
Q2 | $415K | Hold |
2,393
| – | – | 0.07% | 49 |
|
|
2014
Q1 | $440K | Sell |
2,393
-73
| -3% | -$13.4K | 0.08% | 44 |
|
|
2013
Q4 | $442K | Sell |
2,466
-88
| -3% | -$15.8K | 0.08% | 40 |
|
|
2013
Q3 | $452K | Buy |
2,554
+1,046
| +69% | +$185K | 0.09% | 39 |
|
|
2013
Q2 | $276K | Buy |
+1,508
| New | +$276K | 0.06% | 40 |
|