EWM
Evermay Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Hold |
2,489
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $619K | Buy |
2,489
+1,513
| +155% | +$376K | 0.08% | 111 |
|
|
2024
Q4 | $215K | Hold |
976
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $216K | Sell |
976
-418
| -30% | -$92.4K | 0.03% | 191 |
|
|
2024
Q2 | $241K | Buy |
1,394
+178
| +15% | +$30.8K | 0.04% | 180 |
|
|
2024
Q1 | $232K | Buy |
1,216
+553
| +83% | +$106K | 0.04% | 184 |
|
|
2023
Q4 | $108K | Sell |
663
-24
| -3% | -$3.93K | 0.02% | 251 |
|
|
2023
Q3 | $96.4K | Sell |
687
-50
| -7% | -$7.02K | 0.02% | 242 |
|
|
2023
Q2 | $98.6K | Sell |
737
-81
| -10% | -$10.8K | 0.02% | 247 |
|
|
2023
Q1 | $107K | Hold |
818
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $115K | Sell |
818
-34
| -4% | -$4.79K | 0.02% | 212 |
|
|
2022
Q3 | $101K | Hold |
852
| – | – | 0.02% | 210 |
|
|
2022
Q2 | $120K | Buy |
852
+84
| +11% | +$11.8K | 0.02% | 199 |
|
|
2022
Q1 | $100K | Sell |
768
-4,618
| -86% | -$601K | 0.02% | 253 |
|
|
2021
Q4 | $720K | Sell |
5,386
-318
| -6% | -$42.5K | 0.13% | 64 |
|
|
2021
Q3 | $792K | Sell |
5,704
-150
| -3% | -$20.8K | 0.15% | 54 |
|
|
2021
Q2 | $858K | Sell |
5,854
-225
| -4% | -$33K | 0.16% | 61 |
|
|
2021
Q1 | $810K | Buy |
6,079
+1
| +0% | +$133 | 0.16% | 60 |
|
|
2020
Q4 | $765K | Sell |
6,078
-143
| -2% | -$18K | 0.17% | 61 |
|
|
2020
Q3 | $757K | Buy |
6,221
+594
| +11% | +$72.3K | 0.19% | 58 |
|
|
2020
Q2 | $680K | Buy |
5,627
+316
| +6% | +$38.2K | 0.18% | 62 |
|
|
2020
Q1 | $589K | Buy |
5,311
+165
| +3% | +$18.3K | 0.18% | 60 |
|
|
2019
Q4 | $690K | Sell |
5,146
-30
| -0.6% | -$4.02K | 0.17% | 63 |
|
|
2019
Q3 | $753K | Buy |
5,176
+36
| +0.7% | +$5.24K | 0.21% | 54 |
|
|
2019
Q2 | $709K | Sell |
5,140
-977
| -16% | -$135K | 0.2% | 53 |
|
|
2019
Q1 | $863K | Buy |
6,117
+200
| +3% | +$28.2K | 0.24% | 48 |
|
|
2018
Q4 | $673K | Sell |
5,917
-433
| -7% | -$49.2K | 0.22% | 50 |
|
|
2018
Q3 | $960K | Sell |
6,350
-1,240
| -16% | -$187K | 0.3% | 38 |
|
|
2018
Q2 | $1.06M | Sell |
7,590
-280
| -4% | -$39.1K | 0.35% | 33 |
|
|
2018
Q1 | $1.21M | Buy |
7,870
+213
| +3% | +$32.7K | 0.42% | 30 |
|
|
2017
Q4 | $1.18M | Buy |
7,657
+1,044
| +16% | +$160K | 0.43% | 28 |
|
|
2017
Q3 | $959K | Sell |
6,613
-16
| -0.2% | -$2.32K | 0.42% | 24 |
|
|
2017
Q2 | $1.02M | Sell |
6,629
-46
| -0.7% | -$7.08K | 0.45% | 23 |
|
|
2017
Q1 | $1.16M | Hold |
6,675
| – | – | 0.52% | 21 |
|
|
2016
Q4 | $1.11M | Sell |
6,675
-100
| -1% | -$16.6K | 0.54% | 20 |
|
|
2016
Q3 | $1.08M | Sell |
6,775
-66
| -1% | -$10.5K | 0.54% | 20 |
|
|
2016
Q2 | $1.04M | Sell |
6,841
-100
| -1% | -$15.2K | 0.54% | 20 |
|
|
2016
Q1 | $1.05M | Buy |
6,941
+367
| +6% | +$55.6K | 0.59% | 20 |
|
|
2015
Q4 | $905K | Sell |
6,574
-286
| -4% | -$39.4K | 0.53% | 22 |
|
|
2015
Q3 | $995K | Buy |
6,860
+35
| +0.5% | +$5.08K | 0.6% | 19 |
|
|
2015
Q2 | $1.11M | Sell |
6,825
-216
| -3% | -$35.1K | 0.66% | 18 |
|
|
2015
Q1 | $1.13M | Sell |
7,041
-47
| -0.7% | -$7.54K | 0.67% | 18 |
|
|
2014
Q4 | $1.14M | Sell |
7,088
-153
| -2% | -$24.5K | 0.74% | 16 |
|
|
2014
Q3 | $1.38M | Sell |
7,241
-121
| -2% | -$23K | 1.18% | 13 |
|
|
2014
Q2 | $1.33M | Buy |
7,362
+5,496
| +295% | +$996K | 1.15% | 13 |
|
|
2014
Q1 | $359K | Buy |
+1,866
| New | +$359K | 0.38% | 40 |
|