Financial Engines Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
10,174
+462
| +5% | +$136K | 0.01% | 177 |
|
|
2025
Q1 | $2.42M | Sell |
9,712
-689
| -7% | -$171K | 0.01% | 179 |
|
|
2024
Q4 | $2.29M | Buy |
10,401
+2,928
| +39% | +$644K | ﹤0.01% | 188 |
|
|
2024
Q3 | $1.65M | Buy |
7,473
+1,831
| +32% | +$405K | ﹤0.01% | 193 |
|
|
2024
Q2 | $976K | Buy |
5,642
+440
| +8% | +$76.1K | ﹤0.01% | 213 |
|
|
2024
Q1 | $993K | Buy |
5,202
+1,861
| +56% | +$355K | ﹤0.01% | 199 |
|
|
2023
Q4 | $546K | Sell |
3,341
-1,693
| -34% | -$277K | ﹤0.01% | 223 |
|
|
2023
Q3 | $706K | Buy |
5,034
+792
| +19% | +$111K | ﹤0.01% | 185 |
|
|
2023
Q2 | $568K | Buy |
4,242
+643
| +18% | +$86K | ﹤0.01% | 198 |
|
|
2023
Q1 | $472K | Buy |
3,599
+232
| +7% | +$30.4K | ﹤0.01% | 214 |
|
|
2022
Q4 | $474K | Buy |
3,367
+215
| +7% | +$30.3K | ﹤0.01% | 218 |
|
|
2022
Q3 | $374K | Sell |
3,152
-289
| -8% | -$34.3K | ﹤0.01% | 222 |
|
|
2022
Q2 | $485K | Buy |
+3,441
| New | +$485K | ﹤0.01% | 202 |
|
|
2022
Q1 | – | Sell |
-2,847
| Closed | -$381K | – | 321 |
|
|
2021
Q4 | $381K | Sell |
2,847
-639
| -18% | -$85.5K | ﹤0.01% | 184 |
|
|
2021
Q3 | $484K | Sell |
3,486
-1,773
| -34% | -$246K | ﹤0.01% | 170 |
|
|
2021
Q2 | $771K | Sell |
5,259
-900
| -15% | -$132K | ﹤0.01% | 118 |
|
|
2021
Q1 | $821K | Buy |
6,159
+2,446
| +66% | +$326K | ﹤0.01% | 130 |
|
|
2020
Q4 | $467K | Sell |
3,713
-2,851
| -43% | -$359K | ﹤0.01% | 168 |
|
|
2020
Q3 | $799K | Buy |
6,564
+3,103
| +90% | +$378K | ﹤0.01% | 122 |
|
|
2020
Q2 | $418K | Buy |
+3,461
| New | +$418K | ﹤0.01% | 144 |
|
|
2018
Q1 | – | Sell |
-504
| Closed | -$77K | – | 176 |
|
|
2017
Q4 | $77K | Buy |
+504
| New | +$77K | ﹤0.01% | 69 |
|
|
2017
Q2 | – | Sell |
-19
| Closed | -$3K | – | 101 |
|
|
2017
Q1 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 80 |
|