IFP Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Sell |
27,038
-2,640
| -9% | -$778K | 0.23% | 88 |
|
|
2025
Q1 | $7.38M | Buy |
29,678
+6,424
| +28% | +$1.6M | 0.23% | 92 |
|
|
2024
Q4 | $5.11M | Buy |
23,254
+1,670
| +8% | +$367K | 0.17% | 133 |
|
|
2024
Q3 | $4.77M | Buy |
21,584
+1,318
| +7% | +$291K | 0.17% | 132 |
|
|
2024
Q2 | $3.5M | Buy |
20,266
+6,128
| +43% | +$1.06M | 0.14% | 151 |
|
|
2024
Q1 | $2.7M | Buy |
14,138
+3,148
| +29% | +$601K | 0.12% | 186 |
|
|
2023
Q4 | $1.83M | Sell |
10,990
-1,887
| -15% | -$314K | 0.09% | 255 |
|
|
2023
Q3 | $1.81M | Buy |
12,877
+1,429
| +12% | +$200K | 0.08% | 260 |
|
|
2023
Q2 | $1.53M | Sell |
11,448
-7,511
| -40% | -$1.01M | 0.06% | 315 |
|
|
2023
Q1 | $3.49M | Sell |
18,959
-12,978
| -41% | -$2.39M | 0.15% | 132 |
|
|
2022
Q4 | $5.83M | Sell |
31,937
-2,281
| -7% | -$416K | 0.16% | 120 |
|
|
2022
Q3 | $6.23M | Buy |
34,218
+12,330
| +56% | +$2.25M | 0.16% | 125 |
|
|
2022
Q2 | $3.99M | Hold |
21,888
| – | – | 0.13% | 175 |
|
|
2022
Q1 | $3.99M | Buy |
21,888
+13,767
| +170% | +$2.51M | 0.13% | 175 |
|
|
2021
Q4 | $1.08M | Sell |
8,121
-350
| -4% | -$46.6K | 0.02% | 390 |
|
|
2021
Q3 | $1.13M | Buy |
8,471
+185
| +2% | +$24.6K | 0.02% | 359 |
|
|
2021
Q2 | $1.16M | Buy |
8,286
+2,072
| +33% | +$291K | 0.02% | 349 |
|
|
2021
Q1 | $787K | Sell |
6,214
-2,785
| -31% | -$353K | 0.02% | 400 |
|
|
2020
Q4 | $1.09M | Buy |
8,999
+1,474
| +20% | +$178K | 0.04% | 325 |
|
|
2020
Q3 | $870K | Buy |
7,525
+560
| +8% | +$64.7K | 0.05% | 318 |
|
|
2020
Q2 | $796K | Hold |
6,965
| – | – | 0.06% | 313 |
|
|
2020
Q1 | $753K | Sell |
6,965
-1,865
| -21% | -$202K | 0.08% | 263 |
|
|
2019
Q4 | $1.14M | Sell |
8,830
-3,942
| -31% | -$510K | 0.09% | 248 |
|
|
2019
Q3 | $1.75M | Buy |
+12,772
| New | +$1.75M | 0.12% | 196 |
|
|
2019
Q1 | $1.07M | Sell |
7,952
-8,407
| -51% | -$1.13M | 0.15% | 147 |
|
|
2018
Q4 | $1.77M | Sell |
16,359
-1,462
| -8% | -$158K | 0.11% | 213 |
|
|
2018
Q3 | $2.58M | Sell |
17,821
-886
| -5% | -$128K | 0.11% | 213 |
|
|
2018
Q2 | $2.5M | Sell |
18,707
-3,870
| -17% | -$517K | 0.11% | 213 |
|
|
2018
Q1 | $3.31M | Hold |
22,577
| – | – | 0.15% | 158 |
|
|
2017
Q4 | $3.31M | Sell |
22,577
-15,671
| -41% | -$2.3M | 0.15% | 157 |
|
|
2017
Q3 | $5.31M | Sell |
38,248
-1,507
| -4% | -$209K | 0.21% | 105 |
|
|
2017
Q2 | $5.85M | Sell |
39,755
-603
| -1% | -$88.7K | 0.25% | 85 |
|
|
2017
Q1 | $6.72M | Sell |
40,358
-101
| -0.2% | -$16.8K | 0.29% | 73 |
|
|
2016
Q4 | $6.42M | Buy |
40,459
+4,480
| +12% | +$711K | 0.31% | 66 |
|
|
2016
Q3 | $5.46M | Sell |
35,979
-970
| -3% | -$147K | 0.28% | 73 |
|
|
2016
Q2 | $5.36M | Buy |
36,949
+28,997
| +365% | +$4.21M | 0.3% | 73 |
|
|
2016
Q1 | $1.07M | Sell |
7,952
-30,834
| -79% | -$4.15M | 0.15% | 147 |
|
|
2015
Q4 | $5.1M | Buy |
+38,786
| New | +$5.1M | 0.34% | 66 |
|