Global Retirement 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 | $8.13M | Buy |
+27,590
| New | +$8.13M | 0.2% | 97 |
|
|
2024
Q4 | $5.55M | Sell |
25,239
-137
| -0.5% | -$30.1K | 0.16% | 122 |
|
|
2024
Q3 | $5.61M | Buy |
25,376
+1,539
| +6% | +$340K | 0.17% | 120 |
|
|
2024
Q2 | $4.12M | Buy |
23,837
+3,710
| +18% | +$642K | 0.13% | 157 |
|
|
2024
Q1 | $3.84M | Buy |
20,127
+1,568
| +8% | +$299K | 0.14% | 151 |
|
|
2023
Q4 | $3.1M | Buy |
18,559
+3,962
| +27% | +$661K | 0.13% | 160 |
|
|
2023
Q3 | $2.06M | Buy |
14,597
+307
| +2% | +$43.3K | 0.1% | 183 |
|
|
2023
Q2 | $1.91M | Buy |
14,290
+863
| +6% | +$115K | 0.09% | 203 |
|
|
2023
Q1 | $1.66M | Buy |
13,427
+2,718
| +25% | +$336K | 0.09% | 223 |
|
|
2022
Q4 | $1.51M | Buy |
10,709
+2,801
| +35% | +$395K | 0.1% | 199 |
|
|
2022
Q3 | $1.09M | Buy |
7,908
+1,097
| +16% | +$152K | 0.08% | 237 |
|
|
2022
Q2 | $962K | Buy |
6,811
+270
| +4% | +$38.1K | 0.08% | 250 |
|
|
2022
Q1 | $875K | Buy |
+6,541
| New | +$875K | 0.07% | 263 |
|
|
2021
Q4 | – | Sell |
-4,169
| Closed | -$554K | – | 939 |
|
|
2021
Q3 | $554K | Buy |
4,169
+1,999
| +92% | +$266K | 0.05% | 285 |
|
|
2021
Q2 | $304K | Buy |
2,170
+349
| +19% | +$48.9K | 0.03% | 381 |
|
|
2021
Q1 | $232K | Buy |
1,821
+67
| +4% | +$8.54K | 0.03% | 390 |
|
|
2020
Q4 | $211K | Buy |
1,754
+50
| +3% | +$6.02K | 0.03% | 393 |
|
|
2020
Q3 | $198K | Sell |
1,704
-776
| -31% | -$90.2K | 0.03% | 363 |
|
|
2020
Q2 | $286K | Buy |
2,480
+667
| +37% | +$76.9K | 0.05% | 300 |
|
|
2020
Q1 | $192K | Sell |
1,813
-230
| -11% | -$24.4K | 0.04% | 321 |
|
|
2019
Q4 | $262K | Buy |
2,043
+659
| +48% | +$84.5K | 0.04% | 332 |
|
|
2019
Q3 | $192K | Sell |
1,384
-1,612
| -54% | -$224K | 0.03% | 374 |
|
|
2019
Q2 | $395K | Buy |
2,996
+1,432
| +92% | +$189K | 0.08% | 221 |
|
|
2019
Q1 | $211K | Buy |
1,564
+42
| +3% | +$5.67K | 0.05% | 293 |
|
|
2018
Q4 | $165K | Sell |
1,522
-2,642
| -63% | -$286K | 0.04% | 309 |
|
|
2018
Q3 | $602K | Buy |
4,164
+867
| +26% | +$125K | 0.14% | 143 |
|
|
2018
Q2 | $440K | Sell |
3,297
-16
| -0.5% | -$2.14K | 0.11% | 179 |
|
|
2018
Q1 | $486K | Buy |
3,313
+69
| +2% | +$10.1K | 0.13% | 164 |
|
|
2017
Q4 | $476K | Buy |
3,244
+607
| +23% | +$89.1K | 0.13% | 148 |
|
|
2017
Q3 | $366K | Buy |
2,637
+314
| +14% | +$43.6K | 0.15% | 132 |
|
|
2017
Q2 | $342K | Sell |
2,323
-305
| -12% | -$44.9K | 0.16% | 126 |
|
|
2017
Q1 | $437K | Sell |
2,628
-98
| -4% | -$16.3K | 0.24% | 96 |
|
|
2016
Q4 | $433K | Buy |
+2,726
| New | +$433K | 0.29% | 83 |
|