Evoke Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,601
+554
| +18% | +$163K | 0.02% | 221 |
|
|
2025
Q1 | $758K | Buy |
3,047
+65
| +2% | +$16.2K | 0.02% | 221 |
|
|
2024
Q4 | $656K | Buy |
2,982
+35
| +1% | +$7.69K | 0.02% | 225 |
|
|
2024
Q3 | $652K | Buy |
+2,947
| New | +$652K | 0.02% | 221 |
|
|
2024
Q2 | – | Sell |
-2,746
| Closed | -$524K | – | 226 |
|
|
2024
Q1 | $524K | Buy |
+2,746
| New | +$524K | 0.02% | 239 |
|
|
2023
Q4 | – | Sell |
-2,054
| Closed | -$288K | – | 203 |
|
|
2023
Q3 | $288K | Buy |
2,054
+126
| +7% | +$17.7K | 0.01% | 302 |
|
|
2023
Q2 | $258K | Buy |
1,928
+247
| +15% | +$33K | 0.01% | 307 |
|
|
2023
Q1 | $220K | Buy |
1,681
+59
| +4% | +$7.74K | 0.01% | 316 |
|
|
2022
Q4 | $228K | Buy |
1,622
+13
| +0.8% | +$1.83K | 0.01% | 322 |
|
|
2022
Q3 | $191K | Sell |
1,609
-28
| -2% | -$3.32K | 0.01% | 332 |
|
|
2022
Q2 | $231K | Sell |
1,637
-91
| -5% | -$12.8K | 0.01% | 297 |
|
|
2022
Q1 | $225K | Sell |
1,728
-946
| -35% | -$123K | 0.01% | 336 |
|
|
2021
Q4 | $357K | Buy |
2,674
+900
| +51% | +$120K | 0.01% | 279 |
|
|
2021
Q3 | $235K | Buy |
1,774
+27
| +2% | +$3.58K | 0.01% | 321 |
|
|
2021
Q2 | $245K | Sell |
1,747
-54
| -3% | -$7.57K | 0.01% | 319 |
|
|
2021
Q1 | $229K | Sell |
1,801
-101
| -5% | -$12.8K | 0.01% | 286 |
|
|
2020
Q4 | $229K | Buy |
1,902
+403
| +27% | +$48.5K | 0.02% | 221 |
|
|
2020
Q3 | $174K | Sell |
1,499
-22
| -1% | -$2.55K | 0.01% | 224 |
|
|
2020
Q2 | $176K | Sell |
1,521
-162
| -10% | -$18.7K | 0.02% | 205 |
|
|
2020
Q1 | $179K | Sell |
1,683
-868
| -34% | -$92.1K | 0.03% | 197 |
|
|
2019
Q4 | $327K | Sell |
2,551
-1,249
| -33% | -$160K | 0.04% | 165 |
|
|
2019
Q3 | $528K | Buy |
+3,800
| New | +$528K | 0.07% | 141 |
|