Envestnet Portfolio Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
19,310
+1,529
| +9% | +$451K | 0.02% | 330 |
|
|
2025
Q1 | $4.42M | Sell |
17,781
-29,870
| -63% | -$7.43M | 0.02% | 390 |
|
|
2024
Q4 | $10.5M | Sell |
47,651
-2,471
| -5% | -$543K | 0.03% | 236 |
|
|
2024
Q3 | $11.1M | Sell |
50,122
-604
| -1% | -$134K | 0.04% | 229 |
|
|
2024
Q2 | $8.77M | Sell |
50,726
-3,685
| -7% | -$637K | 0.03% | 255 |
|
|
2024
Q1 | $10.4M | Buy |
54,411
+14,929
| +38% | +$2.85M | 0.04% | 224 |
|
|
2023
Q4 | $6.46M | Sell |
39,482
-5,604
| -12% | -$917K | 0.03% | 273 |
|
|
2023
Q3 | $6.33M | Buy |
+45,086
| New | +$6.33M | 0.03% | 257 |
|