IEQ Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
38,617
+843
| +2% | +$248K | 0.07% | 222 |
|
|
2025
Q1 | $9.39M | Buy |
37,774
+20,686
| +121% | +$5.14M | 0.07% | 198 |
|
|
2024
Q4 | $3.76M | Sell |
17,088
-24,561
| -59% | -$5.4M | 0.04% | 337 |
|
|
2024
Q3 | $9.21M | Buy |
41,649
+1,371
| +3% | +$303K | 0.11% | 127 |
|
|
2024
Q2 | $6.97M | Buy |
40,278
+3,600
| +10% | +$623K | 0.09% | 140 |
|
|
2024
Q1 | $7M | Buy |
36,678
+3,260
| +10% | +$623K | 0.1% | 135 |
|
|
2023
Q4 | $5.47M | Buy |
33,418
+4,085
| +14% | +$668K | 0.09% | 146 |
|
|
2023
Q3 | $4.12M | Buy |
29,333
+2,450
| +9% | +$344K | 0.08% | 158 |
|
|
2023
Q2 | $3.6M | Sell |
26,883
-5,584
| -17% | -$747K | 0.07% | 181 |
|
|
2023
Q1 | $4.26M | Sell |
32,467
-5,758
| -15% | -$755K | 0.1% | 151 |
|
|
2022
Q4 | $5.39M | Buy |
38,225
+5,014
| +15% | +$706K | 0.15% | 116 |
|
|
2022
Q3 | $3.95M | Buy |
33,211
+10,980
| +49% | +$1.3M | 0.11% | 139 |
|
|
2022
Q2 | $3.14M | Buy |
22,231
+9,061
| +69% | +$1.28M | 0.1% | 144 |
|
|
2022
Q1 | $1.71M | Buy |
13,170
+2,212
| +20% | +$288K | 0.04% | 233 |
|
|
2021
Q4 | $1.46M | Buy |
10,958
+560
| +5% | +$74.8K | 0.03% | 239 |
|
|
2021
Q3 | $1.38M | Buy |
10,398
+1,931
| +23% | +$256K | 0.04% | 231 |
|
|
2021
Q2 | $1.19M | Sell |
8,467
-780
| -8% | -$109K | 0.03% | 232 |
|
|
2021
Q1 | $1.18M | Buy |
+9,247
| New | +$1.18M | 0.05% | 187 |
|
|
2020
Q4 | – | Sell |
-9,074
| Closed | -$1.06M | – | 296 |
|
|
2020
Q3 | $1.06M | Buy |
9,074
+1,038
| +13% | +$121K | 0.06% | 166 |
|
|
2020
Q2 | $928K | Sell |
8,036
-6,023
| -43% | -$696K | 0.06% | 158 |
|
|
2020
Q1 | $1.49M | Buy |
14,059
+5,037
| +56% | +$534K | 0.12% | 112 |
|
|
2019
Q4 | $1.16M | Buy |
+9,022
| New | +$1.16M | 0.1% | 133 |
|