BSW Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
+4,177
| New | +$1.23M | 0.17% | 73 |
|
|
2025
Q1 | – | Sell |
-4,548
| Closed | -$1,000K | – | 319 |
|
|
2024
Q4 | $1,000K | Buy |
4,548
+1,189
| +35% | +$261K | 0.15% | 86 |
|
|
2024
Q3 | $743K | Sell |
3,359
-3,183
| -49% | -$704K | 0.11% | 99 |
|
|
2024
Q2 | $1.13M | Sell |
6,542
-1,316
| -17% | -$228K | 0.19% | 69 |
|
|
2024
Q1 | $1.5M | Buy |
7,858
+143
| +2% | +$27.3K | 0.25% | 55 |
|
|
2023
Q4 | $1.26M | Buy |
7,715
+21
| +0.3% | +$3.44K | 0.25% | 54 |
|
|
2023
Q3 | $1.08M | Sell |
7,694
-1,681
| -18% | -$236K | 0.24% | 58 |
|
|
2023
Q2 | $1.25M | Buy |
9,375
+875
| +10% | +$117K | 0.26% | 51 |
|
|
2023
Q1 | $1.11M | Sell |
8,500
-141
| -2% | -$18.5K | 0.23% | 59 |
|
|
2022
Q4 | $1.22M | Buy |
8,641
+579
| +7% | +$81.5K | 0.26% | 57 |
|
|
2022
Q3 | $958K | Buy |
8,062
+127
| +2% | +$15.1K | 0.24% | 52 |
|
|
2022
Q2 | $1.12M | Buy |
7,935
+1,933
| +32% | +$273K | 0.27% | 48 |
|
|
2022
Q1 | $780K | Buy |
6,002
+315
| +6% | +$40.9K | 0.2% | 79 |
|
|
2021
Q4 | $760K | Sell |
5,687
-105
| -2% | -$14K | 0.19% | 75 |
|
|
2021
Q3 | $769K | Sell |
5,792
-2,284
| -28% | -$303K | 0.21% | 60 |
|
|
2021
Q2 | $1.13M | Buy |
8,076
+771
| +11% | +$108K | 0.31% | 46 |
|
|
2021
Q1 | $931K | Buy |
7,305
+2,106
| +41% | +$268K | 0.27% | 44 |
|
|
2020
Q4 | $626K | Buy |
5,199
+977
| +23% | +$118K | 0.19% | 63 |
|
|
2020
Q3 | $491K | Buy |
4,222
+124
| +3% | +$14.4K | 0.18% | 70 |
|
|
2020
Q2 | $473K | Buy |
4,098
+172
| +4% | +$19.9K | 0.16% | 67 |
|
|
2020
Q1 | $416K | Sell |
3,926
-278
| -7% | -$29.5K | 0.17% | 62 |
|
|
2019
Q4 | $539K | Sell |
4,204
-72
| -2% | -$9.23K | 0.18% | 53 |
|
|
2019
Q3 | $595K | Buy |
4,276
+47
| +1% | +$6.54K | 0.23% | 43 |
|
|
2019
Q2 | $557K | Buy |
4,229
+65
| +2% | +$8.56K | 0.21% | 49 |
|
|
2019
Q1 | $562K | Buy |
4,164
+334
| +9% | +$45.1K | 0.22% | 45 |
|
|
2018
Q4 | $417K | Sell |
3,830
-837
| -18% | -$91.1K | 0.16% | 56 |
|
|
2018
Q3 | $675K | Buy |
4,667
+55
| +1% | +$7.96K | 0.26% | 37 |
|
|
2018
Q2 | $616K | Buy |
4,612
+223
| +5% | +$29.8K | 0.27% | 39 |
|
|
2018
Q1 | $644K | Buy |
4,389
+61
| +1% | +$8.95K | 0.29% | 36 |
|
|
2017
Q4 | $635K | Buy |
4,328
+162
| +4% | +$23.8K | 0.26% | 37 |
|
|
2017
Q3 | $578K | Sell |
4,166
-271
| -6% | -$37.6K | 0.25% | 39 |
|
|
2017
Q2 | $652K | Buy |
4,437
+261
| +6% | +$38.4K | 0.3% | 33 |
|
|
2017
Q1 | $695K | Buy |
4,176
+15
| +0.4% | +$2.5K | 0.34% | 29 |
|
|
2016
Q4 | $660K | Buy |
4,161
+3,518
| +547% | +$558K | 0.34% | 33 |
|
|
2016
Q3 | $3.87K | Sell |
643
-3,384
| -84% | -$20.4K | 0.13% | 56 |
|
|
2016
Q2 | $584K | Sell |
4,027
-17
| -0.4% | -$2.47K | 0.32% | 33 |
|
|
2016
Q1 | $586K | Sell |
4,044
-4
| -0.1% | -$580 | 0.33% | 33 |
|
|
2015
Q4 | $533K | Buy |
4,048
+4
| +0.1% | +$527 | 0.27% | 37 |
|
|
2015
Q3 | $560K | Sell |
4,044
-70
| -2% | -$9.69K | 0.33% | 34 |
|
|
2015
Q2 | $640K | Hold |
4,114
| – | – | 0.41% | 25 |
|
|
2015
Q1 | $631K | Hold |
4,114
| – | – | 0.4% | 25 |
|
|
2014
Q4 | $631K | Hold |
4,114
| – | – | 0.51% | 28 |
|
|
2014
Q3 | $747K | Buy |
4,114
+77
| +2% | +$14K | 0.58% | 21 |
|
|
2014
Q2 | $700K | Sell |
4,037
-21
| -0.5% | -$3.64K | 0.55% | 21 |
|
|
2014
Q1 | $747K | Sell |
4,058
-28
| -0.7% | -$5.15K | 0.6% | 21 |
|
|
2013
Q4 | $733K | Buy |
4,086
+28
| +0.7% | +$5.02K | 0.59% | 22 |
|
|
2013
Q3 | $718K | Sell |
4,058
-210
| -5% | -$37.2K | 0.62% | 20 |
|
|
2013
Q2 | $780K | Buy |
+4,268
| New | +$780K | 0.69% | 18 |
|