Envestnet Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417M | Buy |
1,415,043
+75,393
| +6% | +$22.2M | 0.12% | 145 |
|
|
2025
Q1 | $333M | Sell |
1,339,650
-21,996
| -2% | -$5.47M | 0.11% | 172 |
|
|
2024
Q4 | $299M | Buy |
1,361,646
+3,573
| +0.3% | +$785K | 0.1% | 185 |
|
|
2024
Q3 | $300M | Buy |
1,358,073
+48,653
| +4% | +$10.8M | 0.1% | 189 |
|
|
2024
Q2 | $226M | Buy |
1,309,420
+68,198
| +5% | +$11.8M | 0.08% | 237 |
|
|
2024
Q1 | $237M | Buy |
1,241,222
+31,744
| +3% | +$6.06M | 0.09% | 221 |
|
|
2023
Q4 | $198M | Sell |
1,209,478
-9,900
| -0.8% | -$1.62M | 0.08% | 233 |
|
|
2023
Q3 | $171M | Buy |
1,219,378
+164,847
| +16% | +$23.1M | 0.08% | 248 |
|
|
2023
Q2 | $141M | Sell |
1,054,531
-1,932,478
| -65% | -$259M | 0.06% | 261 |
|
|
2023
Q1 | $129M | Buy |
2,987,009
+2,035,129
| +214% | +$87.9M | 0.06% | 268 |
|
|
2022
Q4 | $134M | Buy |
951,880
+254,517
| +36% | +$35.9M | 0.07% | 245 |
|
|
2022
Q3 | $82.9M | Buy |
697,363
+99,615
| +17% | +$11.8M | 0.05% | 320 |
|
|
2022
Q2 | $84.4M | Buy |
597,748
+149,599
| +33% | +$21.1M | 0.05% | 317 |
|
|
2022
Q1 | $58.3M | Buy |
448,149
+49,232
| +12% | +$6.4M | 0.03% | 437 |
|
|
2021
Q4 | $53.3M | Sell |
398,917
-113,894
| -22% | -$15.2M | 0.03% | 473 |
|
|
2021
Q3 | $71.2M | Sell |
512,811
-22,598
| -4% | -$3.14M | 0.04% | 360 |
|
|
2021
Q2 | $78.5M | Buy |
535,409
+47,163
| +10% | +$6.91M | 0.04% | 335 |
|
|
2021
Q1 | $65.1M | Buy |
488,246
+41,490
| +9% | +$5.53M | 0.04% | 343 |
|
|
2020
Q4 | $56.2M | Sell |
446,756
-21,754
| -5% | -$2.74M | 0.04% | 320 |
|
|
2020
Q3 | $57M | Sell |
468,510
-33,902
| -7% | -$4.12M | 0.05% | 281 |
|
|
2020
Q2 | $60.7M | Buy |
502,412
+180,325
| +56% | +$21.8M | 0.06% | 246 |
|
|
2020
Q1 | $35.7M | Sell |
322,087
-90,262
| -22% | -$10M | 0.04% | 301 |
|
|
2019
Q4 | $55.3M | Buy |
412,349
+34,712
| +9% | +$4.65M | 0.06% | 255 |
|
|
2019
Q3 | $54.9M | Buy |
377,637
+27,163
| +8% | +$3.95M | 0.06% | 245 |
|
|
2019
Q2 | $48.3M | Buy |
350,474
+38,953
| +13% | +$5.37M | 0.06% | 236 |
|
|
2019
Q1 | $44M | Buy |
311,521
+66,013
| +27% | +$9.31M | 0.06% | 239 |
|
|
2018
Q4 | $27.9M | Buy |
245,508
+149,747
| +156% | +$17M | 0.04% | 288 |
|
|
2018
Q3 | $14.5M | Sell |
95,761
-16,629
| -15% | -$2.51M | 0.03% | 242 |
|
|
2018
Q2 | $15.7M | Buy |
112,390
+76,275
| +211% | +$10.7M | 0.04% | 232 |
|
|
2018
Q1 | $5.44M | Sell |
36,115
-99,885
| -73% | -$15.1M | 0.02% | 377 |
|
|
2017
Q4 | $20.9M | Buy |
136,000
+9,929
| +8% | +$1.52M | 0.05% | 225 |
|
|
2017
Q3 | $18.3M | Buy |
126,071
+10,148
| +9% | +$1.47M | 0.04% | 236 |
|
|
2017
Q2 | $17.8M | Buy |
115,923
+14,645
| +14% | +$2.25M | 0.05% | 237 |
|
|
2017
Q1 | $17.6M | Sell |
101,278
-22,335
| -18% | -$3.89M | 0.06% | 226 |
|
|
2016
Q4 | $20.5M | Buy |
123,613
+24,537
| +25% | +$4.07M | 0.07% | 184 |
|
|
2016
Q3 | $15.7M | Sell |
99,076
-20,405
| -17% | -$3.24M | 0.06% | 233 |
|
|
2016
Q2 | $18.1M | Buy |
119,481
+7,295
| +7% | +$1.11M | 0.07% | 242 |
|
|
2016
Q1 | $17M | Buy |
112,186
+27,066
| +32% | +$4.1M | 0.07% | 236 |
|
|
2015
Q4 | $11.7M | Sell |
85,120
-221
| -0.3% | -$30.4K | 0.05% | 302 |
|
|
2015
Q3 | $12.4M | Buy |
85,341
+16,943
| +25% | +$2.46M | 0.06% | 270 |
|
|
2015
Q2 | $11.1M | Buy |
68,398
+15,231
| +29% | +$2.48M | 0.05% | 337 |
|
|
2015
Q1 | $8.53M | Buy |
53,167
+33,966
| +177% | +$5.45M | 0.04% | 406 |
|
|
2014
Q4 | $3.08M | Buy |
19,201
+4,544
| +31% | +$729K | 0.03% | 306 |
|
|
2014
Q3 | $2.78M | Buy |
14,657
+3,518
| +32% | +$668K | 0.03% | 324 |
|
|
2014
Q2 | $2.02M | Buy |
11,139
+116
| +1% | +$21K | 0.02% | 373 |
|
|
2014
Q1 | $2.12M | Buy |
11,023
+1,000
| +10% | +$193K | 0.02% | 312 |
|
|
2013
Q4 | $1.88M | Sell |
10,023
-101
| -1% | -$18.9K | 0.02% | 315 |
|
|
2013
Q3 | $1.88M | Sell |
10,124
-6,312
| -38% | -$1.17M | 0.02% | 297 |
|
|
2013
Q2 | $3.14M | Buy |
+16,436
| New | +$3.14M | 0.04% | 219 |
|