Gerber Kawasaki Wealth & Investment 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 | $566K | Sell |
1,920
-150
| -7% | -$44.2K | 0.02% | 193 |
|
|
2025
Q1 | $515K | Buy |
2,070
+655
| +46% | +$163K | 0.02% | 188 |
|
|
2024
Q4 | $311K | Buy |
1,415
+67
| +5% | +$14.7K | 0.01% | 228 |
|
|
2024
Q3 | $298K | Buy |
+1,348
| New | +$298K | 0.01% | 232 |
|
|
2023
Q4 | – | Sell |
-1,983
| Closed | -$278K | – | 273 |
|
|
2023
Q3 | $278K | Buy |
1,983
+203
| +11% | +$28.5K | 0.02% | 204 |
|
|
2023
Q2 | $238K | Sell |
1,780
-111
| -6% | -$14.8K | 0.02% | 226 |
|
|
2023
Q1 | $248K | Sell |
1,891
-2
| -0.1% | -$262 | 0.02% | 215 |
|
|
2022
Q4 | $267K | Sell |
1,893
-207
| -10% | -$29.2K | 0.02% | 204 |
|
|
2022
Q3 | $249K | Buy |
2,100
+540
| +35% | +$64K | 0.02% | 194 |
|
|
2022
Q2 | $220K | Buy |
1,560
+10
| +0.6% | +$1.41K | 0.02% | 219 |
|
|
2022
Q1 | $201K | Buy |
1,550
+23
| +2% | +$2.98K | 0.02% | 249 |
|
|
2021
Q4 | $204K | Sell |
1,527
-776
| -34% | -$104K | 0.02% | 260 |
|
|
2021
Q3 | $305K | Buy |
2,303
+208
| +10% | +$27.5K | 0.04% | 138 |
|
|
2021
Q2 | $293K | Buy |
2,095
+507
| +32% | +$70.9K | 0.03% | 197 |
|
|
2021
Q1 | $202K | Buy |
+1,588
| New | +$202K | 0.02% | 205 |
|