EWM
Evercore Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
59,410
+7,207
| +14% | +$2.12M | 0.27% | 50 |
|
|
2025
Q1 | $13M | Sell |
52,203
-2,580
| -5% | -$642K | 0.21% | 57 |
|
|
2024
Q4 | $12M | Buy |
54,783
+1,740
| +3% | +$383K | 0.18% | 60 |
|
|
2024
Q3 | $11.7M | Buy |
53,043
+2,309
| +5% | +$510K | 0.18% | 58 |
|
|
2024
Q2 | $8.77M | Buy |
50,734
+1,948
| +4% | +$337K | 0.14% | 75 |
|
|
2024
Q1 | $9.32M | Buy |
48,786
+1,334
| +3% | +$255K | 0.15% | 71 |
|
|
2023
Q4 | $7.76M | Buy |
47,452
+2,789
| +6% | +$456K | 0.13% | 74 |
|
|
2023
Q3 | $6.27M | Buy |
44,663
+3,217
| +8% | +$451K | 0.12% | 79 |
|
|
2023
Q2 | $5.55M | Buy |
41,446
+17,175
| +71% | +$2.3M | 0.1% | 89 |
|
|
2023
Q1 | $3.18M | Buy |
24,271
+6,858
| +39% | +$899K | 0.06% | 118 |
|
|
2022
Q4 | $2.45M | Sell |
17,413
-2,640
| -13% | -$372K | 0.05% | 139 |
|
|
2022
Q3 | $2.38M | Sell |
20,053
-62
| -0.3% | -$7.37K | 0.05% | 134 |
|
|
2022
Q2 | $2.84M | Sell |
20,115
-2,579
| -11% | -$364K | 0.06% | 124 |
|
|
2022
Q1 | $2.95M | Buy |
22,694
+20
| +0.1% | +$2.6K | 0.05% | 132 |
|
|
2021
Q4 | $3.03M | Sell |
22,674
-1,346
| -6% | -$180K | 0.05% | 136 |
|
|
2021
Q3 | $3.34M | Buy |
24,020
+155
| +0.6% | +$21.5K | 0.06% | 130 |
|
|
2021
Q2 | $3.5M | Buy |
23,865
+106
| +0.4% | +$15.5K | 0.06% | 129 |
|
|
2021
Q1 | $3.17M | Sell |
23,759
-3,805
| -14% | -$507K | 0.06% | 133 |
|
|
2020
Q4 | $3.47M | Buy |
27,564
+920
| +3% | +$116K | 0.07% | 120 |
|
|
2020
Q3 | $3.24M | Buy |
26,644
+875
| +3% | +$106K | 0.08% | 113 |
|
|
2020
Q2 | $3.11M | Buy |
25,769
+287
| +1% | +$34.7K | 0.08% | 111 |
|
|
2020
Q1 | $2.83M | Sell |
25,482
-12,055
| -32% | -$1.34M | 0.09% | 106 |
|
|
2019
Q4 | $5.03M | Buy |
37,537
+12,750
| +51% | +$1.71M | 0.14% | 91 |
|
|
2019
Q3 | $3.61M | Sell |
24,787
-992
| -4% | -$144K | 0.11% | 109 |
|
|
2019
Q2 | $3.56M | Buy |
25,779
+431
| +2% | +$59.4K | 0.11% | 107 |
|
|
2019
Q1 | $3.58M | Buy |
25,348
+298
| +1% | +$42.1K | 0.12% | 103 |
|
|
2018
Q4 | $2.85M | Sell |
25,050
-3,145
| -11% | -$358K | 0.11% | 105 |
|
|
2018
Q3 | $4.26M | Sell |
28,195
-773
| -3% | -$117K | 0.14% | 96 |
|
|
2018
Q2 | $4.05M | Buy |
28,968
+4,863
| +20% | +$679K | 0.14% | 97 |
|
|
2018
Q1 | $3.7M | Sell |
24,105
-1,332
| -5% | -$204K | 0.14% | 96 |
|
|
2017
Q4 | $3.9M | Sell |
25,437
-2,875
| -10% | -$441K | 0.15% | 93 |
|
|
2017
Q3 | $4.11M | Sell |
28,312
-1,645
| -5% | -$239K | 0.16% | 90 |
|
|
2017
Q2 | $4.61M | Sell |
29,957
-1,331
| -4% | -$205K | 0.18% | 88 |
|
|
2017
Q1 | $5.45M | Sell |
31,288
-1,415
| -4% | -$246K | 0.21% | 83 |
|
|
2016
Q4 | $5.43M | Buy |
32,703
+1,408
| +4% | +$234K | 0.22% | 79 |
|
|
2016
Q3 | $4.97M | Sell |
31,295
-1,720
| -5% | -$273K | 0.21% | 90 |
|
|
2016
Q2 | $5.01M | Sell |
33,015
-2,817
| -8% | -$428K | 0.22% | 86 |
|
|
2016
Q1 | $5.43M | Sell |
35,832
-1,363
| -4% | -$206K | 0.24% | 81 |
|
|
2015
Q4 | $5.12M | Sell |
37,195
-705
| -2% | -$97K | 0.24% | 87 |
|
|
2015
Q3 | $5.49M | Sell |
37,900
-1,240
| -3% | -$180K | 0.26% | 83 |
|
|
2015
Q2 | $6.36M | Sell |
39,140
-5,688
| -13% | -$925K | 0.29% | 80 |
|
|
2015
Q1 | $7.19M | Sell |
44,828
-5,401
| -11% | -$866K | 0.33% | 72 |
|
|
2014
Q4 | $8.05M | Sell |
50,229
-6,543
| -12% | -$1.05M | 0.4% | 64 |
|
|
2014
Q3 | $10.8M | Sell |
56,772
-784
| -1% | -$149K | 0.54% | 56 |
|
|
2014
Q2 | $10.4M | Buy |
57,556
+1,250
| +2% | +$227K | 0.54% | 57 |
|
|
2014
Q1 | $10.8M | Buy |
56,306
+2,430
| +5% | +$468K | 0.61% | 55 |
|
|
2013
Q4 | $10.1M | Sell |
53,876
-4,912
| -8% | -$922K | 0.56% | 59 |
|
|
2013
Q3 | $10.9M | Sell |
58,788
-15,110
| -20% | -$2.8M | 0.62% | 51 |
|
|
2013
Q2 | $14.1M | Buy |
+73,898
| New | +$14.1M | 0.8% | 41 |
|