Delos Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
4,200
| – | – | 0.96% | 32 |
|
|
2025
Q1 | $1.04M | Hold |
4,200
| – | – | 0.83% | 33 |
|
|
2024
Q4 | $923K | Hold |
4,200
| – | – | 0.74% | 34 |
|
|
2024
Q3 | $929K | Buy |
4,200
+500
| +14% | +$111K | 0.81% | 34 |
|
|
2024
Q2 | $640K | Buy |
+3,700
| New | +$640K | 0.62% | 36 |
|
|
2023
Q4 | – | Sell |
-128
| Closed | -$18.8K | – | 362 |
|
|
2023
Q3 | $18.8K | Hold |
128
| – | – | 0.02% | 107 |
|
|
2023
Q2 | $17.1K | Hold |
128
| – | – | 0.02% | 106 |
|
|
2023
Q1 | $16.8K | Hold |
128
| – | – | 0.02% | 107 |
|
|
2022
Q4 | $18K | Hold |
128
| – | – | 0.03% | 101 |
|
|
2022
Q3 | $15K | Hold |
128
| – | – | 0.02% | 104 |
|
|
2022
Q2 | $18K | Hold |
128
| – | – | 0.02% | 96 |
|
|
2022
Q1 | $17K | Hold |
128
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $17K | Buy |
+128
| New | +$17K | 0.02% | 143 |
|