Empower Advisory Group’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Buy
11,218
+2,479
+28% +$731K 0.01% 191
2025
Q1
$2.17M Buy
8,739
+179
+2% +$44.5K 0.01% 204
2024
Q4
$1.88M Buy
8,560
+999
+13% +$220K 0.01% 211
2024
Q3
$1.67M Sell
7,561
-1,275
-14% -$282K 0.01% 206
2024
Q2
$1.53M Sell
8,836
-236
-3% -$40.8K 0.01% 209
2024
Q1
$1.73M Sell
9,072
-959
-10% -$183K 0.01% 206
2023
Q4
$1.64M Sell
10,031
-2,160
-18% -$353K 0.01% 212
2023
Q3
$1.71M Buy
12,191
+297
+2% +$41.7K 0.01% 209
2023
Q2
$1.59M Sell
11,894
-26
-0.2% -$3.48K 0.01% 211
2023
Q1
$1.57M Buy
+11,920
New +$1.57M 0.01% 220