CreativeOne 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 | $8.03M | Sell |
27,231
-1,635
| -6% | -$482K | 0.21% | 92 |
|
|
2025
Q1 | $7.18M | Buy |
28,866
+3,177
| +12% | +$790K | 0.21% | 96 |
|
|
2024
Q4 | $5.65M | Buy |
25,689
+941
| +4% | +$207K | 0.17% | 119 |
|
|
2024
Q3 | $5.47M | Buy |
24,748
+10,252
| +71% | +$2.27M | 0.19% | 110 |
|
|
2024
Q2 | $2.51M | Sell |
14,496
-1,502
| -9% | -$260K | 0.13% | 160 |
|
|
2024
Q1 | $3.06M | Buy |
15,998
+8,113
| +103% | +$1.55M | 0.12% | 153 |
|
|
2023
Q4 | $1.29M | Sell |
7,885
-357
| -4% | -$58.4K | 0.08% | 217 |
|
|
2023
Q3 | $1.16M | Sell |
8,242
-4,884
| -37% | -$685K | 0.08% | 218 |
|
|
2023
Q2 | $1.76M | Sell |
13,126
-4,132
| -24% | -$553K | 0.08% | 232 |
|
|
2023
Q1 | $2.26M | Sell |
17,258
-39
| -0.2% | -$5.11K | 0.11% | 159 |
|
|
2022
Q4 | $2.44M | Buy |
17,297
+348
| +2% | +$49K | 0.13% | 136 |
|
|
2022
Q3 | $2.01M | Buy |
16,949
+861
| +5% | +$102K | 0.12% | 147 |
|
|
2022
Q2 | $2.27M | Sell |
16,088
-1,055
| -6% | -$149K | 0.12% | 139 |
|
|
2022
Q1 | $2.23M | Buy |
17,143
+426
| +3% | +$55.4K | 0.12% | 145 |
|
|
2021
Q4 | $2.23M | Buy |
16,717
+1,284
| +8% | +$172K | 0.11% | 166 |
|
|
2021
Q3 | $2.05M | Buy |
15,433
+671
| +5% | +$89.1K | 0.12% | 142 |
|
|
2021
Q2 | $2.07M | Buy |
14,762
+7,149
| +94% | +$1M | 0.13% | 150 |
|
|
2021
Q1 | $970K | Buy |
7,613
+2,223
| +41% | +$283K | 0.07% | 206 |
|
|
2020
Q4 | $649K | Buy |
+5,390
| New | +$649K | 0.05% | 252 |
|