Hemington 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 | $771K | Buy |
2,618
+134
| +5% | +$39.5K | 0.11% | 63 |
|
|
2025
Q1 | $617K | Buy |
2,484
+168
| +7% | +$41.7K | 0.1% | 66 |
|
|
2024
Q4 | $509K | Buy |
2,316
+163
| +8% | +$35.8K | 0.13% | 72 |
|
|
2024
Q3 | $445K | Sell |
2,153
-97
| -4% | -$20K | 0.12% | 78 |
|
|
2024
Q2 | $389K | Buy |
2,250
+70
| +3% | +$12.1K | 0.13% | 82 |
|
|
2024
Q1 | $417K | Sell |
2,180
-617
| -22% | -$118K | 0.15% | 83 |
|
|
2023
Q4 | $457K | Buy |
2,797
+635
| +29% | +$104K | 0.18% | 68 |
|
|
2023
Q3 | $303K | Sell |
2,162
-18
| -0.8% | -$2.52K | 0.14% | 75 |
|
|
2023
Q2 | $291K | Sell |
2,180
-283
| -11% | -$37.8K | 0.12% | 83 |
|
|
2023
Q1 | $322K | Hold |
2,463
| – | – | 0.13% | 78 |
|
|
2022
Q4 | $347K | Buy |
2,463
+235
| +11% | +$33.1K | 0.15% | 68 |
|
|
2022
Q3 | $265K | Sell |
2,228
-209
| -9% | -$24.9K | 0.12% | 77 |
|
|
2022
Q2 | $344K | Buy |
2,437
+48
| +2% | +$6.78K | 0.14% | 73 |
|
|
2022
Q1 | $311K | Buy |
2,389
+564
| +31% | +$73.4K | 0.1% | 86 |
|
|
2021
Q4 | $230K | Sell |
1,825
-846
| -32% | -$107K | 0.11% | 79 |
|
|
2021
Q3 | $355K | Hold |
2,671
| – | – | 0.13% | 70 |
|
|
2021
Q2 | $374K | Buy |
2,671
+104
| +4% | +$14.6K | 0.16% | 65 |
|
|
2021
Q1 | $327K | Buy |
2,567
+658
| +34% | +$83.8K | 0.14% | 70 |
|
|
2020
Q4 | $230K | Buy |
+1,909
| New | +$230K | 0.11% | 79 |
|