HighMark 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 | $230K | Buy |
+780
| New | +$230K | 0.11% | 66 |
|
|
2024
Q4 | – | Sell |
-765
| Closed | -$169K | – | 591 |
|
|
2024
Q3 | $169K | Buy |
765
+6
| +0.8% | +$1.33K | 0.09% | 75 |
|
|
2024
Q2 | $131K | Buy |
759
+27
| +4% | +$4.67K | 0.08% | 82 |
|
|
2024
Q1 | $140K | Buy |
732
+19
| +3% | +$3.63K | 0.09% | 77 |
|
|
2023
Q4 | $117K | Buy |
713
+7
| +1% | +$1.15K | 0.09% | 87 |
|
|
2023
Q3 | $99K | Buy |
706
+8
| +1% | +$1.12K | 0.08% | 80 |
|
|
2023
Q2 | $93.4K | Buy |
698
+8
| +1% | +$1.07K | 0.07% | 87 |
|
|
2023
Q1 | $90.4K | Buy |
690
+9
| +1% | +$1.18K | 0.07% | 101 |
|
|
2022
Q4 | $96K | Sell |
681
-135
| -17% | -$19K | 0.07% | 77 |
|
|
2022
Q3 | $97K | Buy |
816
+11
| +1% | +$1.31K | 0.08% | 72 |
|
|
2022
Q2 | $114K | Buy |
805
+147
| +22% | +$20.8K | 0.09% | 64 |
|
|
2022
Q1 | $86K | Sell |
658
-17
| -3% | -$2.22K | 0.06% | 80 |
|
|
2021
Q4 | $90K | Sell |
675
-22
| -3% | -$2.93K | 0.06% | 85 |
|
|
2021
Q3 | $93K | Buy |
697
+9
| +1% | +$1.2K | 0.07% | 80 |
|
|
2021
Q2 | $96K | Buy |
688
+22
| +3% | +$3.07K | 0.07% | 78 |
|
|
2021
Q1 | $85K | Buy |
666
+8
| +1% | +$1.02K | 0.07% | 76 |
|
|
2020
Q4 | $79K | Buy |
+658
| New | +$79K | 0.07% | 77 |
|
|
2020
Q3 | – | Sell |
-64
| Closed | -$7K | – | 458 |
|
|
2020
Q2 | $7K | Buy |
+64
| New | +$7K | 0.01% | 268 |
|