IFWM
Institute for Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,560
-91
| -2% | -$26.8K | 0.12% | 182 |
|
|
2025
Q1 | $908K | Sell |
3,651
-8
| -0.2% | -$1.99K | 0.12% | 199 |
|
|
2024
Q4 | $804K | Sell |
3,659
-112
| -3% | -$24.6K | 0.1% | 213 |
|
|
2024
Q3 | $834K | Sell |
3,771
-152
| -4% | -$33.6K | 0.11% | 210 |
|
|
2024
Q2 | $678K | Buy |
3,923
+103
| +3% | +$17.8K | 0.09% | 225 |
|
|
2024
Q1 | $729K | Sell |
3,820
-316
| -8% | -$60.3K | 0.09% | 215 |
|
|
2023
Q4 | $676K | Hold |
4,136
| – | – | 0.11% | 215 |
|
|
2023
Q3 | $580K | Sell |
4,136
-78
| -2% | -$10.9K | 0.1% | 227 |
|
|
2023
Q2 | $564K | Buy |
4,214
+1
| +0% | +$134 | 0.1% | 234 |
|
|
2023
Q1 | $552K | Sell |
4,213
-144
| -3% | -$18.9K | 0.11% | 243 |
|
|
2022
Q4 | $614K | Sell |
4,357
-17
| -0.4% | -$2.4K | 0.13% | 213 |
|
|
2022
Q3 | $520K | Buy |
4,374
+79
| +2% | +$9.39K | 0.12% | 228 |
|
|
2022
Q2 | $606K | Buy |
4,295
+717
| +20% | +$101K | 0.12% | 221 |
|
|
2022
Q1 | $465K | Sell |
3,578
-37
| -1% | -$4.81K | 0.08% | 305 |
|
|
2021
Q4 | $483K | Sell |
3,615
-141
| -4% | -$18.8K | 0.08% | 288 |
|
|
2021
Q3 | $522K | Sell |
3,756
-71
| -2% | -$9.87K | 0.09% | 265 |
|
|
2021
Q2 | $561K | Sell |
3,827
-403
| -10% | -$59.1K | 0.1% | 251 |
|
|
2021
Q1 | $564K | Sell |
4,230
-594
| -12% | -$79.2K | 0.11% | 239 |
|
|
2020
Q4 | $607K | Sell |
4,824
-432
| -8% | -$54.4K | 0.12% | 204 |
|
|
2020
Q3 | $640K | Sell |
5,256
-522
| -9% | -$63.6K | 0.15% | 180 |
|
|
2020
Q2 | $698K | Sell |
5,778
-281
| -5% | -$33.9K | 0.17% | 159 |
|
|
2020
Q1 | $672K | Sell |
6,059
-569
| -9% | -$63.1K | 0.21% | 134 |
|
|
2019
Q4 | $888K | Sell |
6,628
-205
| -3% | -$27.5K | 0.2% | 146 |
|
|
2019
Q3 | $994K | Sell |
6,833
-3,005
| -31% | -$437K | 0.25% | 119 |
|
|
2019
Q2 | $1.36M | Buy |
9,838
+2,236
| +29% | +$308K | 0.3% | 82 |
|
|
2019
Q1 | $1.07M | Buy |
+7,602
| New | +$1.07M | 0.23% | 118 |
|
|
2018
Q4 | – | Sell |
-10,138
| Closed | -$1.54M | – | 295 |
|
|
2018
Q3 | $1.54M | Sell |
10,138
-254,551
| -96% | -$38.6M | 0.52% | 58 |
|
|
2018
Q2 | $2.3M | Buy |
264,689
+250,806
| +1,807% | +$2.18M | 0.73% | 32 |
|
|
2018
Q1 | $2.01M | Buy |
13,883
+5,749
| +71% | +$831K | 0.59% | 43 |
|
|
2017
Q4 | $1.28M | Buy |
+8,134
| New | +$1.28M | 0.3% | 106 |
|
|
2017
Q3 | – | Sell |
-7,969
| Closed | -$1.23M | – | 309 |
|
|
2017
Q2 | $1.23M | Buy |
+7,969
| New | +$1.23M | 0.34% | 82 |
|