Brown Miller 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 | $3.66M | Sell |
12,404
-260
| -2% | -$76.6K | 1.14% | 20 |
|
|
2025
Q1 | $3.15M | Buy |
12,664
+86
| +0.7% | +$21.4K | 1.09% | 23 |
|
|
2024
Q4 | $2.77M | Sell |
12,578
-37
| -0.3% | -$8.13K | 1.06% | 29 |
|
|
2024
Q3 | $2.79M | Buy |
12,615
+15
| +0.1% | +$3.32K | 1.08% | 30 |
|
|
2024
Q2 | $2.18M | Sell |
12,600
-156
| -1% | -$27K | 0.91% | 34 |
|
|
2024
Q1 | $2.44M | Buy |
12,756
+475
| +4% | +$90.7K | 1.07% | 28 |
|
|
2023
Q4 | $2.01M | Sell |
12,281
-363
| -3% | -$59.4K | 1% | 33 |
|
|
2023
Q3 | $1.77M | Buy |
12,644
+4,015
| +47% | +$563K | 0.99% | 34 |
|
|
2023
Q2 | $1.15M | Buy |
8,629
+90
| +1% | +$12K | 0.62% | 46 |
|
|
2023
Q1 | $1.12M | Buy |
8,539
+467
| +6% | +$61.2K | 0.66% | 45 |
|
|
2022
Q4 | $1.14M | Sell |
8,072
-176
| -2% | -$24.8K | 0.72% | 45 |
|
|
2022
Q3 | $979K | Sell |
8,248
-1,908
| -19% | -$226K | 0.69% | 43 |
|
|
2022
Q2 | $1.43M | Sell |
10,156
-12,214
| -55% | -$1.72M | 0.97% | 32 |
|
|
2022
Q1 | $2.91M | Buy |
22,370
+895
| +4% | +$116K | 1.68% | 13 |
|
|
2021
Q4 | $2.87M | Buy |
21,475
+4,315
| +25% | +$577K | 1.64% | 15 |
|
|
2021
Q3 | $2.28M | Buy |
17,160
+463
| +3% | +$61.5K | 1.43% | 18 |
|
|
2021
Q2 | $2.34M | Buy |
16,697
+549
| +3% | +$76.9K | 1.49% | 17 |
|
|
2021
Q1 | $2.06M | Buy |
16,148
+1,088
| +7% | +$139K | 1.45% | 16 |
|
|
2020
Q4 | $1.81M | Buy |
+15,060
| New | +$1.81M | 1.36% | 22 |
|