Daymark 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 | $31.2M | Sell |
105,815
-1,841
| -2% | -$543K | 1.19% | 13 |
|
|
2025
Q1 | $26.8M | Sell |
107,656
-101,064
| -48% | -$25.1M | 1.15% | 14 |
|
|
2024
Q4 | $24M | Sell |
208,720
-4,298
| -2% | -$494K | 1.01% | 17 |
|
|
2024
Q3 | $25.1M | Buy |
213,018
+1,527
| +0.7% | +$180K | 1.06% | 16 |
|
|
2024
Q2 | $19.4M | Buy |
211,491
+30,969
| +17% | +$2.84M | 0.89% | 22 |
|
|
2024
Q1 | $15.5M | Sell |
180,522
-266
| -0.1% | -$22.8K | 0.83% | 29 |
|
|
2023
Q4 | $13.3M | Sell |
180,788
-105
| -0.1% | -$7.73K | 0.82% | 30 |
|
|
2023
Q3 | $11.4M | Buy |
180,893
+107,762
| +147% | +$6.82M | 0.79% | 30 |
|
|
2023
Q2 | $9.79M | Buy |
73,131
+35,637
| +95% | +$4.77M | 0.73% | 38 |
|
|
2023
Q1 | $4.92M | Buy |
37,494
+1,842
| +5% | +$241K | 0.65% | 34 |
|
|
2022
Q4 | $5.02M | Buy |
+35,652
| New | +$5.02M | 0.89% | 29 |
|