Dakota 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 | $23.8M | Buy |
80,851
+43,662
| +117% | +$12.9M | 0.5% | 46 |
|
|
2025
Q1 | $9.25M | Sell |
37,189
-8,882
| -19% | -$2.21M | 0.22% | 95 |
|
|
2024
Q4 | $10.1M | Sell |
46,071
-23,936
| -34% | -$5.26M | 0.23% | 92 |
|
|
2024
Q3 | $15.5M | Sell |
70,007
-1,921
| -3% | -$425K | 0.35% | 61 |
|
|
2024
Q2 | $12.4M | Sell |
71,928
-37,139
| -34% | -$6.42M | 0.29% | 75 |
|
|
2024
Q1 | $20.8M | Buy |
109,067
+101,209
| +1,288% | +$19.3M | 0.52% | 37 |
|
|
2023
Q4 | $1.29M | Buy |
7,858
+2,322
| +42% | +$380K | 0.05% | 274 |
|
|
2023
Q3 | $777K | Buy |
5,536
+1,492
| +37% | +$209K | 0.03% | 327 |
|
|
2023
Q2 | $541K | Buy |
4,044
+1,521
| +60% | +$204K | 0.03% | 364 |
|
|
2023
Q1 | $331K | Buy |
2,523
+152
| +6% | +$19.9K | 0.02% | 447 |
|
|
2022
Q4 | $334K | Sell |
2,371
-7,639
| -76% | -$1.08M | 0.02% | 425 |
|
|
2022
Q3 | $1.19M | Buy |
+10,010
| New | +$1.19M | 0.1% | 196 |
|
|
2020
Q4 | – | Sell |
-4,448
| Closed | -$517K | – | 324 |
|
|
2020
Q3 | $517K | Sell |
4,448
-18,057
| -80% | -$2.1M | 0.08% | 171 |
|
|
2020
Q2 | $2.6M | Sell |
22,505
-3,291
| -13% | -$380K | 0.44% | 63 |
|
|
2020
Q1 | $2.74M | Buy |
25,796
+12,644
| +96% | +$1.34M | 0.6% | 49 |
|
|
2019
Q4 | $1.69M | Sell |
13,152
-2,332
| -15% | -$299K | 0.27% | 92 |
|
|
2019
Q3 | $2.15M | Buy |
15,484
+7,337
| +90% | +$1.02M | 0.37% | 78 |
|
|
2019
Q2 | $1.07M | Buy |
8,147
+2,352
| +41% | +$310K | 0.21% | 106 |
|
|
2019
Q1 | $782K | Sell |
5,795
-14,552
| -72% | -$1.96M | 0.16% | 135 |
|
|
2018
Q4 | $2.94M | Sell |
20,347
-486
| -2% | -$70.2K | 0.67% | 39 |
|
|
2018
Q3 | $3.01M | Buy |
+20,833
| New | +$3.01M | 0.68% | 40 |
|