GeoWealth 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 | $1.09M | Sell |
3,707
-328
| -8% | -$96.7K | 0.04% | 234 |
|
|
2025
Q1 | $1M | Sell |
4,035
-2,460
| -38% | -$612K | 0.04% | 260 |
|
|
2024
Q4 | $1.43M | Buy |
6,495
+543
| +9% | +$119K | 0.05% | 229 |
|
|
2024
Q3 | $1.32M | Sell |
5,952
-87
| -1% | -$19.2K | 0.05% | 250 |
|
|
2024
Q2 | $1.04M | Sell |
6,039
-381
| -6% | -$65.9K | 0.05% | 263 |
|
|
2024
Q1 | $1.23M | Buy |
6,420
+2,229
| +53% | +$426K | 0.05% | 255 |
|
|
2023
Q4 | $685K | Buy |
4,191
+2,178
| +108% | +$356K | 0.06% | 273 |
|
|
2023
Q3 | $282K | Sell |
2,013
-3,563
| -64% | -$499K | 0.03% | 240 |
|
|
2023
Q2 | $747K | Buy |
5,576
+3,397
| +156% | +$455K | 0.08% | 137 |
|
|
2023
Q1 | $286K | Buy |
2,179
+271
| +14% | +$35.6K | 0.03% | 181 |
|
|
2022
Q4 | $269K | Buy |
1,908
+112
| +6% | +$15.8K | 0.03% | 210 |
|
|
2022
Q3 | $214K | Sell |
1,796
-554
| -24% | -$66K | 0.02% | 230 |
|
|
2022
Q2 | $332K | Sell |
2,350
-215
| -8% | -$30.4K | 0.04% | 200 |
|
|
2022
Q1 | $333K | Sell |
2,565
-899
| -26% | -$117K | 0.03% | 252 |
|
|
2021
Q4 | $462K | Sell |
3,464
-122
| -3% | -$16.3K | 0.04% | 220 |
|
|
2021
Q3 | $477K | Sell |
3,586
-39
| -1% | -$5.19K | 0.04% | 224 |
|
|
2021
Q2 | $508K | Buy |
3,625
+511
| +16% | +$71.6K | 0.06% | 145 |
|
|
2021
Q1 | $396K | Buy |
3,114
+107
| +4% | +$13.6K | 0.06% | 142 |
|
|
2020
Q4 | $367K | Buy |
3,007
+536
| +22% | +$65.4K | 0.06% | 162 |
|
|
2020
Q3 | $290K | Sell |
2,471
-712
| -22% | -$83.6K | 0.09% | 127 |
|
|
2020
Q2 | $367K | Buy |
+3,183
| New | +$367K | 0.15% | 111 |
|