FAS Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
7,710
-65
| -0.8% | -$19.2K | 0.17% | 112 |
|
|
2025
Q1 | $1.93M | Sell |
7,775
-220
| -3% | -$54.7K | 0.16% | 116 |
|
|
2024
Q4 | $1.76M | Sell |
7,995
-13
| -0.2% | -$2.86K | 0.15% | 121 |
|
|
2024
Q3 | $1.77M | Sell |
8,008
-33
| -0.4% | -$7.3K | 0.14% | 124 |
|
|
2024
Q2 | $1.39M | Buy |
8,041
+65
| +0.8% | +$11.2K | 0.12% | 127 |
|
|
2024
Q1 | $1.52M | Buy |
7,976
+394
| +5% | +$75.2K | 0.14% | 125 |
|
|
2023
Q4 | $1.24M | Buy |
7,582
+457
| +6% | +$74.7K | 0.12% | 132 |
|
|
2023
Q3 | $1,000K | Sell |
7,125
-1,509
| -17% | -$212K | 0.11% | 137 |
|
|
2023
Q2 | $1.16M | Sell |
8,634
-226
| -3% | -$30.2K | 0.15% | 119 |
|
|
2023
Q1 | $1.16M | Buy |
8,860
+208
| +2% | +$27.3K | 0.13% | 134 |
|
|
2022
Q4 | $1.22M | Sell |
8,652
-370
| -4% | -$52.1K | 0.14% | 129 |
|
|
2022
Q3 | $1.07M | Buy |
9,022
+697
| +8% | +$82.8K | 0.12% | 119 |
|
|
2022
Q2 | $1.18M | Buy |
8,325
+896
| +12% | +$126K | 0.12% | 111 |
|
|
2022
Q1 | $966K | Sell |
7,429
-61
| -0.8% | -$7.93K | 0.09% | 137 |
|
|
2021
Q4 | $1M | Sell |
7,490
-675
| -8% | -$90.2K | 0.09% | 131 |
|
|
2021
Q3 | $1.09M | Buy |
8,165
+357
| +5% | +$47.4K | 0.1% | 124 |
|
|
2021
Q2 | $1.09M | Sell |
7,808
-29
| -0.4% | -$4.06K | 0.1% | 123 |
|
|
2021
Q1 | $998K | Buy |
7,837
+396
| +5% | +$50.4K | 0.1% | 124 |
|
|
2020
Q4 | $896K | Sell |
7,441
-320
| -4% | -$38.5K | 0.1% | 123 |
|
|
2020
Q3 | $903K | Sell |
7,761
-1,318
| -15% | -$153K | 0.12% | 119 |
|
|
2020
Q2 | $1.05M | Buy |
9,079
+794
| +10% | +$91.7K | 0.15% | 103 |
|
|
2020
Q1 | $879K | Buy |
8,285
+5,237
| +172% | +$556K | 0.15% | 102 |
|
|
2019
Q4 | $391K | Buy |
3,048
+16
| +0.5% | +$2.05K | 0.07% | 151 |
|
|
2019
Q3 | $422K | Buy |
3,032
+152
| +5% | +$21.2K | 0.08% | 140 |
|
|
2019
Q2 | $380K | Buy |
2,880
+127
| +5% | +$16.8K | 0.07% | 148 |
|
|
2019
Q1 | $371K | Sell |
2,753
-93
| -3% | -$12.5K | 0.07% | 152 |
|
|
2018
Q4 | $309K | Buy |
2,846
+19
| +0.7% | +$2.06K | 0.07% | 156 |
|
|
2018
Q3 | $409K | Buy |
2,827
+215
| +8% | +$31.1K | 0.09% | 132 |
|
|
2018
Q2 | $349K | Sell |
2,612
-1,066
| -29% | -$142K | 0.09% | 137 |
|
|
2018
Q1 | $539K | Sell |
3,678
-499
| -12% | -$73.1K | 0.16% | 100 |
|
|
2017
Q4 | $613K | Sell |
4,177
-44
| -1% | -$6.46K | 0.16% | 92 |
|
|
2017
Q3 | $585K | Buy |
4,221
+509
| +14% | +$70.5K | 0.16% | 89 |
|
|
2017
Q2 | $546K | Buy |
3,712
+981
| +36% | +$144K | 0.16% | 87 |
|
|
2017
Q1 | $455K | Sell |
2,731
-53
| -2% | -$8.83K | 0.14% | 102 |
|
|
2016
Q4 | $442K | Buy |
2,784
+119
| +4% | +$18.9K | 0.13% | 97 |
|
|
2016
Q3 | $405K | Buy |
2,665
+6
| +0.2% | +$912 | 0.13% | 92 |
|
|
2016
Q2 | $386K | Buy |
2,659
+74
| +3% | +$10.7K | 0.14% | 91 |
|
|
2016
Q1 | $374K | Buy |
2,585
+153
| +6% | +$22.1K | 0.19% | 68 |
|
|
2015
Q4 | $320K | Buy |
2,432
+4
| +0.2% | +$526 | 0.16% | 87 |
|
|
2015
Q3 | $336K | Buy |
2,428
+1,142
| +89% | +$158K | 0.19% | 69 |
|
|
2015
Q2 | $200K | Sell |
1,286
-321
| -20% | -$49.9K | 0.1% | 109 |
|
|
2015
Q1 | $247K | Sell |
1,607
-202
| -11% | -$31K | 0.13% | 84 |
|
|
2014
Q4 | $277K | Buy |
1,809
+6
| +0.3% | +$919 | 0.15% | 72 |
|
|
2014
Q3 | $327K | Sell |
1,803
-57
| -3% | -$10.3K | 0.19% | 58 |
|
|
2014
Q2 | $322K | Buy |
1,860
+2
| +0.1% | +$346 | 0.19% | 60 |
|
|
2014
Q1 | $342K | Buy |
1,858
+165
| +10% | +$30.4K | 0.23% | 52 |
|
|
2013
Q4 | $304K | Buy |
+1,693
| New | +$304K | 0.18% | 65 |
|