EWM
Empirical Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
48,474
+4,122
| +9% | +$1.22M | 0.32% | 62 |
|
|
2025
Q1 | $11M | Buy |
44,352
+33,728
| +317% | +$8.39M | 0.28% | 67 |
|
|
2024
Q4 | $2.34M | Buy |
10,624
+3,183
| +43% | +$700K | 0.06% | 176 |
|
|
2024
Q3 | $1.65M | Buy |
7,441
+164
| +2% | +$36.3K | 0.05% | 206 |
|
|
2024
Q2 | $1.26M | Buy |
7,277
+1,078
| +17% | +$186K | 0.04% | 234 |
|
|
2024
Q1 | $1.18M | Buy |
6,199
+1,127
| +22% | +$215K | 0.04% | 244 |
|
|
2023
Q4 | $830K | Sell |
5,072
-76
| -1% | -$12.4K | 0.03% | 256 |
|
|
2023
Q3 | $722K | Sell |
5,148
-2,539
| -33% | -$356K | 0.03% | 257 |
|
|
2023
Q2 | $1.03M | Buy |
7,687
+3,665
| +91% | +$490K | 0.04% | 222 |
|
|
2023
Q1 | $527K | Sell |
4,022
-560
| -12% | -$73.4K | 0.02% | 315 |
|
|
2022
Q4 | $646K | Sell |
4,582
-454
| -9% | -$64K | 0.03% | 269 |
|
|
2022
Q3 | $598K | Sell |
5,036
-2,142
| -30% | -$254K | 0.03% | 265 |
|
|
2022
Q2 | $1.01M | Sell |
7,178
-109
| -1% | -$15.4K | 0.05% | 197 |
|
|
2022
Q1 | $947K | Sell |
7,287
-76
| -1% | -$9.88K | 0.05% | 223 |
|
|
2021
Q4 | $984K | Buy |
7,363
+760
| +12% | +$102K | 0.05% | 219 |
|
|
2021
Q3 | $917K | Buy |
6,603
+711
| +12% | +$98.7K | 0.05% | 208 |
|
|
2021
Q2 | $864K | Buy |
5,892
+1,441
| +32% | +$211K | 0.05% | 206 |
|
|
2021
Q1 | $593K | Sell |
4,451
-486
| -10% | -$64.7K | 0.05% | 225 |
|
|
2020
Q4 | $621K | Sell |
4,937
-7,465
| -60% | -$939K | 0.05% | 216 |
|
|
2020
Q3 | $1.51M | Sell |
12,402
-501
| -4% | -$61K | 0.13% | 109 |
|
|
2020
Q2 | $1.56M | Sell |
12,903
-465
| -3% | -$56.1K | 0.15% | 100 |
|
|
2020
Q1 | $1.48M | Buy |
13,368
+499
| +4% | +$55.4K | 0.16% | 85 |
|
|
2019
Q4 | $1.73M | Buy |
12,869
+1,034
| +9% | +$139K | 0.19% | 81 |
|
|
2019
Q3 | $1.72M | Sell |
11,835
-1,188
| -9% | -$173K | 0.21% | 75 |
|
|
2019
Q2 | $1.8M | Buy |
13,023
+1,042
| +9% | +$144K | 0.23% | 68 |
|
|
2019
Q1 | $1.69M | Buy |
11,981
+7,881
| +192% | +$1.11M | 0.25% | 59 |
|
|
2018
Q4 | $466K | Sell |
4,100
-982
| -19% | -$112K | 0.08% | 126 |
|
|
2018
Q3 | $768K | Buy |
5,082
+819
| +19% | +$124K | 0.14% | 87 |
|
|
2018
Q2 | $596K | Buy |
4,263
+1,081
| +34% | +$151K | 0.11% | 97 |
|
|
2018
Q1 | $488K | Buy |
3,182
+1,218
| +62% | +$187K | 0.1% | 102 |
|
|
2017
Q4 | $301K | Sell |
1,964
-231
| -11% | -$35.4K | 0.06% | 115 |
|
|
2017
Q3 | $319K | Sell |
2,195
-99
| -4% | -$14.4K | 0.07% | 103 |
|
|
2017
Q2 | $353K | Buy |
2,294
+114
| +5% | +$17.5K | 0.09% | 99 |
|
|
2017
Q1 | $380K | Sell |
2,180
-22
| -1% | -$3.84K | 0.09% | 93 |
|
|
2016
Q4 | $366K | Buy |
2,202
+249
| +13% | +$41.4K | 0.09% | 89 |
|
|
2016
Q3 | $310K | Buy |
1,953
+366
| +23% | +$58.1K | 0.08% | 87 |
|
|
2016
Q2 | $241K | Sell |
1,587
-598
| -27% | -$90.8K | 0.06% | 98 |
|
|
2016
Q1 | $331K | Buy |
2,185
+350
| +19% | +$53K | 0.08% | 86 |
|
|
2015
Q4 | $252K | Sell |
1,835
-180
| -9% | -$24.7K | 0.06% | 93 |
|
|
2015
Q3 | $292K | Sell |
2,015
-345
| -15% | -$50K | 0.07% | 95 |
|
|
2015
Q2 | $384K | Buy |
2,360
+1,116
| +90% | +$182K | 0.09% | 87 |
|
|
2015
Q1 | $200K | Sell |
1,244
-338
| -21% | -$54.3K | 0.05% | 99 |
|
|
2014
Q4 | $254K | Buy |
1,582
+48
| +3% | +$7.71K | 0.06% | 90 |
|
|
2014
Q3 | $291K | Buy |
1,534
+320
| +26% | +$60.7K | 0.07% | 83 |
|
|
2014
Q2 | $220K | Buy |
+1,214
| New | +$220K | 0.05% | 95 |
|
|
2013
Q3 | – | Sell |
-1,055
| Closed | -$202K | – | 89 |
|
|
2013
Q2 | $202K | Buy |
+1,055
| New | +$202K | 0.07% | 80 |
|