HB 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 | $21.2M | Sell |
71,770
-5,553
| -7% | -$1.64M | 0.17% | 73 |
|
|
2025
Q1 | $19.2M | Buy |
77,323
+7,450
| +11% | +$1.85M | 0.16% | 78 |
|
|
2024
Q4 | $15.4M | Buy |
69,873
+1,719
| +3% | +$378K | 0.16% | 69 |
|
|
2024
Q3 | $15.1M | Sell |
68,154
-1,151
| -2% | -$254K | 0.16% | 72 |
|
|
2024
Q2 | $12M | Buy |
69,305
+2,554
| +4% | +$442K | 0.14% | 75 |
|
|
2024
Q1 | $12.7M | Buy |
66,751
+1,664
| +3% | +$318K | 0.16% | 70 |
|
|
2023
Q4 | $10.6M | Sell |
65,087
-4,135
| -6% | -$676K | 0.15% | 73 |
|
|
2023
Q3 | $9.71M | Buy |
69,222
+8,163
| +13% | +$1.15M | 0.16% | 73 |
|
|
2023
Q2 | $8.17M | Buy |
61,059
+2,146
| +4% | +$287K | 0.13% | 83 |
|
|
2023
Q1 | $7.72M | Buy |
58,913
+598
| +1% | +$78.4K | 0.13% | 82 |
|
|
2022
Q4 | $8.22M | Buy |
58,315
+4,097
| +8% | +$577K | 0.15% | 75 |
|
|
2022
Q3 | $6.44M | Buy |
54,218
+5,904
| +12% | +$701K | 0.14% | 76 |
|
|
2022
Q2 | $6.82M | Buy |
48,314
+2,877
| +6% | +$406K | 0.14% | 76 |
|
|
2022
Q1 | $5.91M | Buy |
45,437
+12,744
| +39% | +$1.66M | 0.11% | 93 |
|
|
2021
Q4 | $4.37M | Buy |
+32,693
| New | +$4.37M | 0.09% | 94 |
|