GWM
Greenwich Wealth Management’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.2M | Sell |
58,210
-245
| -0.4% | -$72.2K | 0.83% | 18 |
|
2025
Q1 | $14.5M | Sell |
58,455
-124
| -0.2% | -$30.8K | 1.1% | 15 |
|
2024
Q4 | $12.9M | Sell |
58,579
-601
| -1% | -$132K | 0.91% | 17 |
|
2024
Q3 | $13.1M | Buy |
59,180
+32
| +0.1% | +$7.08K | 0.89% | 15 |
|
2024
Q2 | $10.2M | Sell |
59,148
-51
| -0.1% | -$8.82K | 0.75% | 21 |
|
2024
Q1 | $11.3M | Buy |
59,199
+164
| +0.3% | +$31.3K | 0.9% | 17 |
|
2023
Q4 | $9.66M | Sell |
59,035
-530
| -0.9% | -$86.7K | 0.95% | 16 |
|
2023
Q3 | $8.36M | Sell |
59,565
-1,104
| -2% | -$155K | 0.88% | 18 |
|
2023
Q2 | $8.12M | Buy |
60,669
+203
| +0.3% | +$27.2K | 0.85% | 18 |
|
2023
Q1 | $7.93M | Sell |
60,466
-224
| -0.4% | -$29.4K | 0.86% | 18 |
|
2022
Q4 | $8.55M | Sell |
60,690
-539
| -0.9% | -$75.9K | 0.94% | 19 |
|
2022
Q3 | $7.28M | Buy |
61,229
+1,209
| +2% | +$144K | 0.78% | 20 |
|
2022
Q2 | $8.47M | Sell |
60,020
-290
| -0.5% | -$40.9K | 1.12% | 17 |
|
2022
Q1 | $7.84M | Sell |
60,310
-1,901
| -3% | -$247K | 0.8% | 18 |
|
2021
Q4 | $8.32M | Buy |
62,211
+473
| +0.8% | +$63.2K | 0.68% | 20 |
|
2021
Q3 | $8.58M | Buy |
61,738
+650
| +1% | +$90.3K | 0.71% | 17 |
|
2021
Q2 | $8.96M | Sell |
61,088
-4,114
| -6% | -$603K | 0.76% | 16 |
|
2021
Q1 | $8.69M | Buy |
65,202
+1,463
| +2% | +$195K | 0.69% | 14 |
|
2020
Q4 | $8.02M | Buy |
63,739
+682
| +1% | +$85.8K | 0.7% | 15 |
|
2020
Q3 | $7.67M | Buy |
63,057
+335
| +0.5% | +$40.8K | 1.37% | 15 |
|
2020
Q2 | $7.58M | Sell |
62,722
-4,991
| -7% | -$603K | 1.45% | 16 |
|
2020
Q1 | $7.51M | Sell |
67,713
-745
| -1% | -$82.6K | 1.6% | 15 |
|
2019
Q4 | $9.18M | Buy |
68,458
+954
| +1% | +$128K | 1.85% | 12 |
|
2019
Q3 | $9.82M | Sell |
67,504
-23
| -0% | -$3.35K | 1.92% | 12 |
|
2019
Q2 | $9.31M | Buy |
67,527
+528
| +0.8% | +$72.8K | 1.6% | 13 |
|
2019
Q1 | $9.45M | Buy |
66,999
+47
| +0.1% | +$6.63K | 1.67% | 12 |
|
2018
Q4 | $7.61M | Buy |
66,952
+2,622
| +4% | +$298K | 1.52% | 14 |
|
2018
Q3 | $9.73M | Sell |
64,330
-2,749
| -4% | -$416K | 1.7% | 13 |
|
2018
Q2 | $9.37M | Buy |
67,079
+535
| +0.8% | +$74.7K | 1.66% | 12 |
|
2018
Q1 | $10.2M | Sell |
66,544
-138
| -0.2% | -$21.2K | 1.61% | 12 |
|
2017
Q4 | $10.2M | Buy |
66,682
+20
| +0% | +$3.07K | 1.71% | 10 |
|
2017
Q3 | $9.67M | Sell |
66,662
-2,375
| -3% | -$345K | 1.66% | 11 |
|
2017
Q2 | $10.6M | Buy |
69,037
+1,145
| +2% | +$176K | 1.78% | 9 |
|
2017
Q1 | $11.8M | Sell |
67,892
-3,503
| -5% | -$610K | 1.57% | 10 |
|
2016
Q4 | $11.9M | Buy |
71,395
+7,928
| +12% | +$1.32M | 1.5% | 10 |
|
2016
Q3 | $10.1M | Sell |
63,467
-230
| -0.4% | -$36.5K | 1.78% | 9 |
|
2016
Q2 | $9.67M | Buy |
63,697
+1,886
| +3% | +$286K | 2.34% | 9 |
|
2016
Q1 | $9.36M | Sell |
61,811
-19,706
| -24% | -$2.98M | 2.42% | 8 |
|
2015
Q4 | $11.2M | Buy |
81,517
+787
| +1% | +$108K | 2.75% | 9 |
|
2015
Q3 | $11.7M | Buy |
80,730
+70,874
| +719% | +$10.3M | 2.83% | 7 |
|
2015
Q2 | $1.6M | Buy |
9,856
+216
| +2% | +$35.1K | 0.2% | 91 |
|
2015
Q1 | $1.55M | Buy |
9,640
+2,793
| +41% | +$448K | 0.18% | 93 |
|
2014
Q4 | $1.1M | Sell |
6,847
-476
| -7% | -$76.4K | 0.07% | 103 |
|
2014
Q3 | $1.39M | Buy |
7,323
+1,545
| +27% | +$293K | 0.09% | 100 |
|
2014
Q2 | $1.05M | Buy |
5,778
+831
| +17% | +$151K | 0.07% | 103 |
|
2014
Q1 | $952K | Buy |
4,947
+387
| +8% | +$74.5K | 0.07% | 101 |
|
2013
Q4 | $855K | Buy |
4,560
+2,045
| +81% | +$383K | 0.09% | 108 |
|
2013
Q3 | $466K | Buy |
2,515
+1,250
| +99% | +$232K | 0.03% | 122 |
|
2013
Q2 | $242K | Buy |
+1,265
| New | +$242K | 0.02% | 135 |
|