EI
Ellevest Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
3,960
+1,570
| +66% | +$463K | 0.19% | 81 |
|
|
2025
Q1 | $594K | Buy |
2,390
+976
| +69% | +$243K | 0.04% | 168 |
|
|
2024
Q4 | $311K | Buy |
1,414
+33
| +2% | +$7.25K | 0.02% | 300 |
|
|
2024
Q3 | $305K | Buy |
1,381
+22
| +2% | +$4.86K | 0.02% | 320 |
|
|
2024
Q2 | $235K | Buy |
1,359
+15
| +1% | +$2.59K | 0.01% | 356 |
|
|
2024
Q1 | $257K | Sell |
1,344
-97
| -7% | -$18.5K | 0.02% | 336 |
|
|
2023
Q4 | $236K | Buy |
+1,441
| New | +$236K | 0.02% | 341 |
|
|
2023
Q2 | – | Sell |
-879
| Closed | -$115K | – | 946 |
|
|
2023
Q1 | $115K | Sell |
879
-2,591
| -75% | -$340K | 0.01% | 417 |
|
|
2022
Q4 | $489K | Buy |
3,470
+502
| +17% | +$70.7K | 0.04% | 128 |
|
|
2022
Q3 | $353K | Sell |
2,968
-1,677
| -36% | -$199K | 0.03% | 151 |
|
|
2022
Q2 | $656K | Buy |
4,645
+1,069
| +30% | +$151K | 0.06% | 77 |
|
|
2022
Q1 | $465K | Buy |
3,576
+386
| +12% | +$50.2K | 0.04% | 139 |
|
|
2021
Q4 | $426K | Buy |
3,190
+471
| +17% | +$62.9K | 0.04% | 141 |
|
|
2021
Q3 | $378K | Buy |
2,719
+415
| +18% | +$57.7K | 0.04% | 138 |
|
|
2021
Q2 | $338K | Buy |
2,304
+553
| +32% | +$81.1K | 0.03% | 140 |
|
|
2021
Q1 | $233K | Buy |
1,751
+543
| +45% | +$72.3K | 0.03% | 191 |
|
|
2020
Q4 | $152K | Buy |
1,208
+244
| +25% | +$30.7K | 0.02% | 222 |
|
|
2020
Q3 | $117K | Buy |
964
+14
| +1% | +$1.7K | 0.02% | 219 |
|
|
2020
Q2 | $115K | Buy |
950
+380
| +67% | +$46K | 0.02% | 176 |
|
|
2020
Q1 | $63K | Buy |
570
+254
| +80% | +$28.1K | 0.02% | 194 |
|
|
2019
Q4 | $42K | Buy |
316
+297
| +1,563% | +$39.5K | 0.01% | 228 |
|
|
2019
Q3 | $3K | Sell |
19
-482
| -96% | -$76.1K | ﹤0.01% | 305 |
|
|
2019
Q2 | $69K | Buy |
+501
| New | +$69K | 0.03% | 97 |
|