Geneos Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Sell |
25,799
-7,605
| -23% | -$2.24M | 0.19% | 136 |
|
|
2025
Q1 | $8.31M | Buy |
33,404
+21,097
| +171% | +$5.25M | 0.12% | 203 |
|
|
2024
Q4 | $2.71M | Sell |
12,307
-181
| -1% | -$39.8K | 0.09% | 237 |
|
|
2024
Q3 | $2.76M | Buy |
12,488
+1,966
| +19% | +$435K | 0.11% | 227 |
|
|
2024
Q2 | $1.82M | Sell |
10,522
-323
| -3% | -$55.9K | 0.08% | 270 |
|
|
2024
Q1 | $2.07M | Buy |
10,845
+58
| +0.5% | +$11.1K | 0.09% | 244 |
|
|
2023
Q4 | $1.76M | Sell |
10,787
-4,765
| -31% | -$779K | 0.09% | 249 |
|
|
2023
Q3 | $2.18M | Sell |
15,552
-880
| -5% | -$123K | 0.11% | 204 |
|
|
2023
Q2 | $2.2M | Buy |
16,432
+3,799
| +30% | +$508K | 0.12% | 200 |
|
|
2023
Q1 | $1.66M | Sell |
12,633
-3,156
| -20% | -$414K | 0.1% | 223 |
|
|
2022
Q4 | $2.22M | Buy |
15,789
+608
| +4% | +$85.7K | 0.13% | 164 |
|
|
2022
Q3 | $1.8M | Sell |
15,181
-14,119
| -48% | -$1.68M | 0.12% | 175 |
|
|
2022
Q2 | $4.13M | Buy |
29,300
+25
| +0.1% | +$3.53K | 0.2% | 118 |
|
|
2022
Q1 | $3.81M | Buy |
29,275
+1,510
| +5% | +$196K | 0.16% | 143 |
|
|
2021
Q4 | $3.71M | Sell |
27,765
-2,477
| -8% | -$331K | 0.14% | 159 |
|
|
2021
Q3 | $4.14M | Sell |
30,242
-560
| -2% | -$76.7K | 0.16% | 152 |
|
|
2021
Q2 | $4.12M | Sell |
30,802
-8,297
| -21% | -$1.11M | 0.16% | 149 |
|
|
2021
Q1 | $5.3M | Sell |
39,099
-1,481
| -4% | -$201K | 0.15% | 162 |
|
|
2020
Q4 | $4.46M | Buy |
40,580
+10,524
| +35% | +$1.16M | 0.18% | 139 |
|
|
2020
Q3 | $3.42M | Sell |
30,056
-177
| -0.6% | -$20.1K | 0.18% | 134 |
|
|
2020
Q2 | $3.39M | Buy |
30,233
+549
| +2% | +$61.5K | 0.19% | 124 |
|
|
2020
Q1 | $3.07M | Sell |
29,684
-55
| -0.2% | -$5.69K | 0.21% | 114 |
|
|
2019
Q4 | $3.85M | Buy |
29,739
+3,839
| +15% | +$496K | 0.21% | 127 |
|
|
2019
Q3 | $3.55M | Buy |
25,900
+2,337
| +10% | +$320K | 0.21% | 120 |
|
|
2019
Q2 | $3.11M | Sell |
23,563
-752
| -3% | -$99.1K | 0.19% | 129 |
|
|
2019
Q1 | $3.28M | Sell |
24,315
-29,821
| -55% | -$4.02M | 0.22% | 124 |
|
|
2018
Q4 | $5.86M | Sell |
54,136
-572
| -1% | -$61.9K | 0.43% | 49 |
|
|
2018
Q3 | $7.91M | Buy |
54,708
+133
| +0.2% | +$19.2K | 0.53% | 36 |
|
|
2018
Q2 | $7.29M | Sell |
54,575
-537
| -1% | -$71.8K | 0.57% | 38 |
|
|
2018
Q1 | $8.08M | Buy |
55,112
+1,431
| +3% | +$210K | 0.71% | 26 |
|
|
2017
Q4 | $7.88M | Buy |
53,681
+29,159
| +119% | +$4.28M | 0.7% | 26 |
|
|
2017
Q3 | $3.4M | Buy |
24,522
+499
| +2% | +$69.2K | 0.34% | 80 |
|
|
2017
Q2 | $3.53M | Sell |
24,023
-835
| -3% | -$123K | 0.36% | 74 |
|
|
2017
Q1 | $4.14M | Sell |
24,858
-834
| -3% | -$139K | 0.43% | 59 |
|
|
2016
Q4 | $4.08M | Sell |
25,692
-1,058
| -4% | -$168K | 0.54% | 42 |
|
|
2016
Q3 | $4.06M | Sell |
26,750
-695
| -3% | -$106K | 0.55% | 42 |
|
|
2016
Q2 | $4M | Sell |
27,445
-2,485
| -8% | -$362K | 0.58% | 34 |
|
|
2016
Q1 | $4.36M | Buy |
+29,930
| New | +$4.36M | 0.67% | 28 |
|