Equitable Holdings’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
49,835
+2,830
| +6% | +$834K | 0.12% | 151 |
|
|
2025
Q1 | $11.7M | Buy |
47,005
+4,098
| +10% | +$1.02M | 0.11% | 161 |
|
|
2024
Q4 | $9.43M | Buy |
42,907
+3,184
| +8% | +$700K | 0.09% | 186 |
|
|
2024
Q3 | $8.78M | Buy |
39,723
+3,357
| +9% | +$742K | 0.09% | 192 |
|
|
2024
Q2 | $6.29M | Buy |
36,366
+5,260
| +17% | +$910K | 0.07% | 223 |
|
|
2024
Q1 | $5.94M | Buy |
31,106
+2,025
| +7% | +$387K | 0.07% | 213 |
|
|
2023
Q4 | $4.76M | Buy |
29,081
+3,365
| +13% | +$550K | 0.06% | 231 |
|
|
2023
Q3 | $3.61M | Sell |
25,716
-606
| -2% | -$85K | 0.05% | 253 |
|
|
2023
Q2 | $3.52M | Buy |
26,322
+2,193
| +9% | +$293K | 0.05% | 245 |
|
|
2023
Q1 | $3.16M | Buy |
24,129
+5,162
| +27% | +$677K | 0.05% | 243 |
|
|
2022
Q4 | $2.67M | Buy |
18,967
+447
| +2% | +$63K | 0.05% | 256 |
|
|
2022
Q3 | $2.2M | Buy |
18,520
+2,993
| +19% | +$356K | 0.04% | 251 |
|
|
2022
Q2 | $2.19M | Buy |
15,527
+139
| +0.9% | +$19.6K | 0.04% | 251 |
|
|
2022
Q1 | $2M | Buy |
15,388
+1,780
| +13% | +$231K | 0.03% | 283 |
|
|
2021
Q4 | $1.82M | Buy |
13,608
+267
| +2% | +$35.7K | 0.03% | 291 |
|
|
2021
Q3 | $1.77M | Buy |
13,341
+1,092
| +9% | +$145K | 0.03% | 284 |
|
|
2021
Q2 | $1.72M | Buy |
12,249
+1,070
| +10% | +$150K | 0.03% | 276 |
|
|
2021
Q1 | $1.42M | Buy |
11,179
+2,075
| +23% | +$264K | 0.03% | 300 |
|
|
2020
Q4 | $1.1M | Buy |
9,104
+1,478
| +19% | +$178K | 0.03% | 312 |
|
|
2020
Q3 | $887K | Buy |
7,626
+642
| +9% | +$74.7K | 0.02% | 324 |
|
|
2020
Q2 | $806K | Buy |
6,984
+472
| +7% | +$54.5K | 0.02% | 333 |
|
|
2020
Q1 | $691K | Buy |
6,512
+2,513
| +63% | +$267K | 0.02% | 319 |
|
|
2019
Q4 | $512K | Buy |
+3,999
| New | +$512K | 0.02% | 396 |
|