Calamos 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 | $1.4M | Buy |
4,739
+790
| +20% | +$233K | 0.06% | 139 |
|
|
2025
Q1 | $982K | Buy |
3,949
+1,950
| +98% | +$485K | 0.05% | 148 |
|
|
2024
Q4 | $439K | Buy |
1,999
+84
| +4% | +$18.5K | 0.02% | 224 |
|
|
2024
Q3 | $423K | Buy |
1,915
+22
| +1% | +$4.86K | 0.02% | 228 |
|
|
2024
Q2 | $327K | Buy |
1,893
+786
| +71% | +$136K | 0.02% | 233 |
|
|
2024
Q1 | $211K | Sell |
1,107
-900
| -45% | -$172K | 0.01% | 279 |
|
|
2023
Q4 | $328K | Buy |
2,007
+55
| +3% | +$9K | 0.02% | 229 |
|
|
2023
Q3 | $274K | Hold |
1,952
| – | – | 0.02% | 264 |
|
|
2023
Q2 | $261K | Hold |
1,952
| – | – | 0.02% | 270 |
|
|
2023
Q1 | $256K | Buy |
1,952
+9
| +0.5% | +$1.18K | 0.02% | 273 |
|
|
2022
Q4 | $274K | Hold |
1,943
| – | – | 0.02% | 266 |
|
|
2022
Q3 | $231K | Sell |
1,943
-29
| -1% | -$3.45K | 0.02% | 279 |
|
|
2022
Q2 | $278K | Sell |
1,972
-600
| -23% | -$84.6K | 0.02% | 268 |
|
|
2022
Q1 | $334K | Buy |
2,572
+440
| +21% | +$57.1K | 0.03% | 271 |
|
|
2021
Q4 | $285K | Sell |
2,132
-98
| -4% | -$13.1K | 0.02% | 290 |
|
|
2021
Q3 | $296K | Sell |
2,230
-1,201
| -35% | -$159K | 0.02% | 286 |
|
|
2021
Q2 | $481K | Sell |
3,431
-1,173
| -25% | -$164K | 0.04% | 232 |
|
|
2021
Q1 | $587K | Buy |
4,604
+134
| +3% | +$17.1K | 0.05% | 207 |
|
|
2020
Q4 | $538K | Buy |
+4,470
| New | +$538K | 0.05% | 202 |
|
|
2015
Q2 | – | Sell |
-3,159
| Closed | -$485K | – | 231 |
|
|
2015
Q1 | $485K | Sell |
3,159
-622
| -16% | -$95.5K | 0.12% | 174 |
|
|
2014
Q4 | $580K | Buy |
+3,781
| New | +$580K | 0.17% | 161 |
|