Congress 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 | $12M | Buy |
44,219
+2,245
| +5% | +$608K | 0.12% | 212 |
|
|
2025
Q1 | $9.55M | Buy |
41,974
+20,244
| +93% | +$4.6M | 0.11% | 210 |
|
|
2024
Q4 | $4.78M | Buy |
21,730
+1,987
| +10% | +$437K | 0.07% | 287 |
|
|
2024
Q3 | $4.36M | Buy |
19,743
+7,490
| +61% | +$1.66M | 0.06% | 310 |
|
|
2024
Q2 | $2.12M | Buy |
12,253
+129
| +1% | +$22.3K | 0.03% | 348 |
|
|
2024
Q1 | $2.32M | Sell |
12,124
-5,935
| -33% | -$1.13M | 0.04% | 301 |
|
|
2023
Q4 | $2.95M | Buy |
18,059
+6,086
| +51% | +$995K | 0.05% | 275 |
|
|
2023
Q3 | $1.68M | Buy |
11,973
+1,501
| +14% | +$211K | 0.03% | 322 |
|
|
2023
Q2 | $1.4M | Buy |
10,472
+702
| +7% | +$93.9K | 0.03% | 308 |
|
|
2023
Q1 | $1.28M | Buy |
9,770
+107
| +1% | +$14K | 0.03% | 319 |
|
|
2022
Q4 | $1.36M | Sell |
9,663
-639
| -6% | -$90K | 0.04% | 306 |
|
|
2022
Q3 | $1.22M | Buy |
10,302
+150
| +1% | +$17.8K | 0.03% | 314 |
|
|
2022
Q2 | $1.43M | Buy |
10,152
+128
| +1% | +$18.1K | 0.04% | 304 |
|
|
2022
Q1 | $1.3M | Sell |
10,024
-7,251
| -42% | -$943K | 0.03% | 323 |
|
|
2021
Q4 | $2.31M | Buy |
+17,275
| New | +$2.31M | 0.05% | 294 |
|