IHT Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Buy |
16,633
+172
| +1% | +$50.7K | 0.13% | 156 |
|
|
2025
Q1 | $4.09M | Buy |
16,461
+469
| +3% | +$117K | 0.13% | 162 |
|
|
2024
Q4 | $3.52M | Sell |
15,992
-3,837
| -19% | -$843K | 0.11% | 177 |
|
|
2024
Q3 | $4.38M | Buy |
19,829
+4,332
| +28% | +$956K | 0.12% | 167 |
|
|
2024
Q2 | $2.68M | Buy |
15,497
+34
| +0.2% | +$5.89K | 0.1% | 201 |
|
|
2024
Q1 | $2.95M | Buy |
15,463
+332
| +2% | +$63.4K | 0.12% | 175 |
|
|
2023
Q4 | $2.47M | Buy |
15,131
+201
| +1% | +$32.9K | 0.11% | 186 |
|
|
2023
Q3 | $2.09M | Buy |
14,930
+472
| +3% | +$66.2K | 0.11% | 188 |
|
|
2023
Q2 | $1.93M | Buy |
14,458
+80
| +0.6% | +$10.7K | 0.1% | 193 |
|
|
2023
Q1 | $1.88M | Buy |
14,378
+1,991
| +16% | +$261K | 0.11% | 190 |
|
|
2022
Q4 | $1.75M | Sell |
12,387
-2,024
| -14% | -$285K | 0.11% | 192 |
|
|
2022
Q3 | $1.71M | Buy |
14,411
+7,046
| +96% | +$837K | 0.13% | 181 |
|
|
2022
Q2 | $1.04M | Buy |
7,365
+155
| +2% | +$21.9K | 0.09% | 231 |
|
|
2022
Q1 | $937K | Sell |
7,210
-378
| -5% | -$49.1K | 0.07% | 265 |
|
|
2021
Q4 | $1.01M | Sell |
7,588
-258
| -3% | -$34.5K | 0.07% | 256 |
|
|
2021
Q3 | $1.04M | Sell |
7,846
-4,651
| -37% | -$618K | 0.08% | 236 |
|
|
2021
Q2 | $1.75M | Buy |
12,497
+2,745
| +28% | +$385K | 0.11% | 189 |
|
|
2021
Q1 | $1.24M | Buy |
9,752
+1,819
| +23% | +$232K | 0.09% | 234 |
|
|
2020
Q4 | $955K | Sell |
7,933
-345
| -4% | -$41.5K | 0.08% | 253 |
|
|
2020
Q3 | $963K | Buy |
8,278
+655
| +9% | +$76.2K | 0.1% | 216 |
|
|
2020
Q2 | $880K | Buy |
7,623
+292
| +4% | +$33.7K | 0.12% | 185 |
|
|
2020
Q1 | $777K | Buy |
7,331
+1,014
| +16% | +$107K | 0.11% | 196 |
|
|
2019
Q4 | $809K | Sell |
6,317
-66
| -1% | -$8.45K | 0.1% | 246 |
|
|
2019
Q3 | $887K | Buy |
6,383
+1,568
| +33% | +$218K | 0.12% | 195 |
|
|
2019
Q2 | $635K | Buy |
4,815
+455
| +10% | +$60K | 0.09% | 241 |
|
|
2019
Q1 | $588K | Sell |
4,360
-736
| -14% | -$99.3K | 0.1% | 238 |
|
|
2018
Q4 | $554K | Sell |
5,096
-8
| -0.2% | -$870 | 0.11% | 221 |
|
|
2018
Q3 | $738K | Buy |
5,104
+149
| +3% | +$21.5K | 0.16% | 160 |
|
|
2018
Q2 | $662K | Buy |
4,955
+187
| +4% | +$25K | 0.17% | 159 |
|
|
2018
Q1 | $684K | Buy |
4,768
+112
| +2% | +$16.1K | 0.18% | 147 |
|
|
2017
Q4 | $728K | Buy |
4,656
+2,510
| +117% | +$392K | 0.19% | 139 |
|
|
2017
Q3 | $302K | Buy |
2,146
+624
| +41% | +$87.8K | 0.13% | 181 |
|
|
2017
Q2 | $298 | Buy |
1,522
+120
| +9% | +$23 | 0.14% | 177 |
|
|
2017
Q1 | $232K | Buy |
1,402
+19
| +1% | +$3.14K | 0.15% | 160 |
|
|
2016
Q4 | $221K | Buy |
+1,383
| New | +$221K | 0.17% | 144 |
|