Elmwood 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 | $215K | Buy |
+730
| New | +$215K | 0.09% | 124 |
|
|
2022
Q1 | – | Sell |
-1,243
| Closed | -$166K | – | 198 |
|
|
2021
Q4 | $166K | Buy |
+1,243
| New | +$166K | 0.08% | 120 |
|
|
2021
Q2 | $160K | Buy |
1,139
+100
| +10% | +$14K | 0.08% | 119 |
|
|
2021
Q1 | $132K | Buy |
+1,039
| New | +$132K | 0.08% | 122 |
|
|
2020
Q3 | $100K | Hold |
866
| – | – | 0.08% | 109 |
|
|
2020
Q2 | $100K | Sell |
866
-217
| -20% | -$25.1K | 0.08% | 109 |
|
|
2020
Q1 | $159K | Buy |
+1,083
| New | +$159K | 0.15% | 96 |
|
|
2019
Q4 | – | Sell |
-1,004
| Closed | -$140K | – | 158 |
|
|
2019
Q3 | $140K | Hold |
1,004
| – | – | 0.14% | 84 |
|
|
2019
Q2 | $132K | Buy |
1,004
+142
| +16% | +$18.7K | 0.12% | 95 |
|
|
2019
Q1 | $116K | Sell |
862
-10
| -1% | -$1.35K | 0.11% | 97 |
|
|
2018
Q4 | $95K | Sell |
872
-127
| -13% | -$13.8K | 0.09% | 106 |
|
|
2018
Q3 | $144K | Sell |
999
-84
| -8% | -$12.1K | 0.12% | 105 |
|
|
2018
Q2 | $145K | Hold |
1,083
| – | – | 0.13% | 102 |
|
|
2018
Q1 | $159K | Buy |
+1,083
| New | +$159K | 0.15% | 96 |
|