Inlet Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Hold |
8,667
| – | – | 0.63% | 50 |
|
|
2025
Q1 | $2.16M | Sell |
8,667
-50
| -0.6% | -$12.4K | 0.56% | 56 |
|
|
2024
Q4 | $1.92M | Sell |
8,717
-600
| -6% | -$132K | 0.51% | 63 |
|
|
2024
Q3 | $2.06M | Hold |
9,317
| – | – | 0.52% | 65 |
|
|
2024
Q2 | $1.61M | Sell |
9,317
-300
| -3% | -$51.9K | 0.44% | 68 |
|
|
2024
Q1 | $1.84M | Buy |
9,617
+40
| +0.4% | +$7.64K | 0.51% | 60 |
|
|
2023
Q4 | $1.57M | Buy |
9,577
+500
| +6% | +$81.8K | 0.48% | 65 |
|
|
2023
Q3 | $1.27M | Sell |
9,077
-966
| -10% | -$136K | 0.42% | 67 |
|
|
2023
Q2 | $1.34M | Buy |
10,043
+500
| +5% | +$66.9K | 0.34% | 71 |
|
|
2023
Q1 | $1.25M | Hold |
9,543
| – | – | 0.33% | 71 |
|
|
2022
Q4 | $1.34M | Buy |
9,543
+5
| +0.1% | +$704 | 0.35% | 70 |
|
|
2022
Q3 | $1.13M | Buy |
9,538
+505
| +6% | +$60K | 0.34% | 74 |
|
|
2022
Q2 | $1.28M | Hold |
9,033
| – | – | 0.36% | 70 |
|
|
2022
Q1 | $1.17M | Buy |
9,033
+1,140
| +14% | +$148K | 0.29% | 74 |
|
|
2021
Q4 | $1.06M | Buy |
7,893
+432
| +6% | +$57.7K | 0.26% | 80 |
|
|
2021
Q3 | $991K | Hold |
7,461
| – | – | 0.27% | 80 |
|
|
2021
Q2 | $1.05M | Hold |
7,461
| – | – | 0.27% | 76 |
|
|
2021
Q1 | $951K | Hold |
7,461
| – | – | 0.27% | 77 |
|
|
2020
Q4 | $898K | Sell |
7,461
-26
| -0.3% | -$3.13K | 0.29% | 76 |
|
|
2020
Q3 | $871K | Hold |
7,487
| – | – | 0.34% | 72 |
|
|
2020
Q2 | $864K | Buy |
7,487
+653
| +10% | +$75.4K | 0.34% | 70 |
|
|
2020
Q1 | $725K | Hold |
6,834
| – | – | 0.34% | 72 |
|
|
2019
Q4 | $876K | Hold |
6,834
| – | – | 0.29% | 81 |
|
|
2019
Q3 | $950K | Hold |
6,834
| – | – | 0.35% | 73 |
|
|
2019
Q2 | $933K | Hold |
6,834
| – | – | 0.34% | 77 |
|
|
2019
Q1 | $922K | Buy |
+6,834
| New | +$922K | 0.37% | 75 |
|