Destination 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 | $1.01M | Sell |
3,437
-314
| -8% | -$92.6K | 0.03% | 137 |
|
|
2025
Q1 | $933K | Buy |
3,751
+31
| +0.8% | +$7.71K | 0.03% | 133 |
|
|
2024
Q4 | $818K | Buy |
3,720
+1,421
| +62% | +$312K | 0.03% | 132 |
|
|
2024
Q3 | $508K | Buy |
2,299
+222
| +11% | +$49.1K | 0.02% | 158 |
|
|
2024
Q2 | $359K | Sell |
2,077
-133
| -6% | -$23K | 0.01% | 163 |
|
|
2024
Q1 | $422K | Buy |
2,210
+745
| +51% | +$142K | 0.01% | 152 |
|
|
2023
Q4 | $240K | Sell |
1,465
-1,959
| -57% | -$320K | 0.01% | 183 |
|
|
2023
Q3 | $480K | Sell |
3,424
-1,836
| -35% | -$258K | 0.02% | 146 |
|
|
2023
Q2 | $704K | Buy |
5,260
+2,918
| +125% | +$390K | 0.03% | 134 |
|
|
2023
Q1 | $307K | Buy |
+2,342
| New | +$307K | 0.01% | 169 |
|
|
2022
Q4 | – | Sell |
-1,774
| Closed | -$211K | – | 203 |
|
|
2022
Q3 | $211K | Sell |
1,774
-1,353
| -43% | -$161K | 0.01% | 182 |
|
|
2022
Q2 | $442K | Buy |
3,127
+758
| +32% | +$107K | 0.02% | 148 |
|
|
2022
Q1 | $308K | Sell |
2,369
-1,272
| -35% | -$165K | 0.01% | 163 |
|
|
2021
Q4 | $487K | Buy |
3,641
+541
| +17% | +$72.4K | 0.02% | 145 |
|
|
2021
Q3 | $412K | Sell |
3,100
-533
| -15% | -$70.8K | 0.02% | 134 |
|
|
2021
Q2 | $509K | Sell |
3,633
-749
| -17% | -$105K | 0.02% | 127 |
|
|
2021
Q1 | $558K | Sell |
4,382
-160
| -4% | -$20.4K | 0.02% | 125 |
|
|
2020
Q4 | $547K | Sell |
4,542
-3,345
| -42% | -$403K | 0.02% | 121 |
|
|
2020
Q3 | $917K | Sell |
7,887
-2,015
| -20% | -$234K | 0.05% | 98 |
|
|
2020
Q2 | $1.14M | Buy |
9,902
+5,165
| +109% | +$596K | 0.06% | 92 |
|
|
2020
Q1 | $502K | Sell |
4,737
-490
| -9% | -$51.9K | 0.03% | 123 |
|
|
2019
Q4 | $670K | Buy |
5,227
+535
| +11% | +$68.6K | 0.03% | 105 |
|
|
2019
Q3 | $652K | Sell |
4,692
-432
| -8% | -$60K | 0.04% | 101 |
|
|
2019
Q2 | $676K | Sell |
5,124
-312
| -6% | -$41.2K | 0.04% | 104 |
|
|
2019
Q1 | $733K | Sell |
5,436
-1,268
| -19% | -$171K | 0.04% | 105 |
|
|
2018
Q4 | $728K | Sell |
6,704
-2,252
| -25% | -$245K | 0.04% | 98 |
|
|
2018
Q3 | $1.3M | Buy |
8,956
+147
| +2% | +$21.3K | 0.07% | 95 |
|
|
2018
Q2 | $1.18M | Buy |
8,809
+5,936
| +207% | +$793K | 0.07% | 93 |
|
|
2018
Q1 | $421K | Buy |
2,873
+5
| +0.2% | +$733 | 0.03% | 117 |
|
|
2017
Q4 | $421K | Sell |
2,868
-904
| -24% | -$133K | 0.03% | 118 |
|
|
2017
Q3 | $523K | Buy |
3,772
+119
| +3% | +$16.5K | 0.03% | 109 |
|
|
2017
Q2 | $537K | Sell |
3,653
-586
| -14% | -$86.1K | 0.04% | 109 |
|
|
2017
Q1 | $706K | Buy |
4,239
+105
| +3% | +$17.5K | 0.05% | 98 |
|
|
2016
Q4 | $656K | Buy |
4,134
+1,005
| +32% | +$159K | 0.05% | 101 |
|
|
2016
Q3 | $475K | Sell |
3,129
-73
| -2% | -$11.1K | 0.04% | 108 |
|
|
2016
Q2 | $465K | Sell |
3,202
-414
| -11% | -$60.1K | 0.04% | 102 |
|
|
2016
Q1 | $476K | Hold |
3,616
| – | – | 0.05% | 99 |
|
|
2015
Q4 | $476K | Sell |
3,616
-363
| -9% | -$47.8K | 0.05% | 99 |
|
|
2015
Q3 | $551K | Sell |
3,979
-24,398
| -86% | -$3.38M | 0.06% | 84 |
|
|
2015
Q2 | $4.41M | Buy |
28,377
+24,167
| +574% | +$3.76M | 0.29% | 68 |
|
|
2015
Q1 | $646K | Sell |
4,210
-1,777
| -30% | -$273K | 0.07% | 64 |
|
|
2014
Q4 | $918K | Sell |
5,987
-1,046
| -15% | -$160K | 0.09% | 60 |
|
|
2014
Q3 | $1.28M | Sell |
7,033
-400
| -5% | -$72.6K | 0.13% | 61 |
|
|
2014
Q2 | $1.29M | Buy |
7,433
+1,149
| +18% | +$199K | 0.13% | 65 |
|
|
2014
Q1 | $1.16M | Buy |
6,284
+107
| +2% | +$19.7K | 0.12% | 65 |
|
|
2013
Q4 | $1.11M | Buy |
6,177
+121
| +2% | +$21.7K | 0.12% | 65 |
|
|
2013
Q3 | $1.07M | Sell |
6,056
-748
| -11% | -$132K | 0.12% | 62 |
|
|
2013
Q2 | $1.24M | Buy |
+6,804
| New | +$1.24M | 0.15% | 63 |
|