Integrated Wealth Concepts’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
51,597
+2,246
| +5% | +$662K | 0.15% | 138 |
|
|
2025
Q1 | $12.3M | Buy |
49,351
+275
| +0.6% | +$68.4K | 0.14% | 146 |
|
|
2024
Q4 | $10.8M | Buy |
49,076
+4,021
| +9% | +$884K | 0.13% | 158 |
|
|
2024
Q3 | $9.96M | Buy |
45,055
+75
| +0.2% | +$16.6K | 0.12% | 169 |
|
|
2024
Q2 | $7.78M | Buy |
44,980
+4,071
| +10% | +$704K | 0.11% | 193 |
|
|
2024
Q1 | $7.81M | Buy |
40,909
+1,277
| +3% | +$244K | 0.11% | 198 |
|
|
2023
Q4 | $6.48M | Sell |
39,632
-5,318
| -12% | -$870K | 0.11% | 203 |
|
|
2023
Q3 | $6.31M | Buy |
44,950
+734
| +2% | +$103K | 0.11% | 199 |
|
|
2023
Q2 | $5.92M | Buy |
44,216
+1,678
| +4% | +$225K | 0.1% | 211 |
|
|
2023
Q1 | $5.58M | Buy |
42,538
+22,139
| +109% | +$2.9M | 0.11% | 184 |
|
|
2022
Q4 | $2.87M | Buy |
20,399
+4,787
| +31% | +$674K | 0.08% | 238 |
|
|
2022
Q3 | $1.86M | Buy |
15,612
+278
| +2% | +$33K | 0.06% | 304 |
|
|
2022
Q2 | $2.17M | Buy |
15,334
+2,283
| +17% | +$322K | 0.07% | 265 |
|
|
2022
Q1 | $1.7M | Buy |
13,051
+1,006
| +8% | +$131K | 0.05% | 288 |
|
|
2021
Q4 | $1.61M | Sell |
12,045
-4,301
| -26% | -$575K | 0.05% | 299 |
|
|
2021
Q3 | $2.17M | Buy |
16,346
+7,567
| +86% | +$1.01M | 0.07% | 231 |
|
|
2021
Q2 | $1.23M | Buy |
8,779
+731
| +9% | +$102K | 0.04% | 304 |
|
|
2021
Q1 | $1.03M | Sell |
8,048
-753
| -9% | -$95.9K | 0.04% | 290 |
|
|
2020
Q4 | $1.06M | Buy |
8,801
+122
| +1% | +$14.7K | 0.05% | 240 |
|
|
2020
Q3 | $1.01M | Sell |
8,679
-658
| -7% | -$76.6K | 0.06% | 214 |
|
|
2020
Q2 | $1.08M | Buy |
9,337
+2,961
| +46% | +$342K | 0.08% | 165 |
|
|
2020
Q1 | $676K | Sell |
6,376
-2,762
| -30% | -$293K | 0.06% | 182 |
|
|
2019
Q4 | $1.17M | Buy |
9,138
+3,575
| +64% | +$458K | 0.1% | 135 |
|
|
2019
Q3 | $773K | Buy |
5,563
+349
| +7% | +$48.5K | 0.09% | 153 |
|
|
2019
Q2 | $684K | Buy |
5,214
+752
| +17% | +$98.7K | 0.09% | 145 |
|
|
2019
Q1 | $602K | Buy |
4,462
+2,003
| +81% | +$270K | 0.1% | 145 |
|
|
2018
Q4 | $267K | Buy |
2,459
+173
| +8% | +$18.8K | 0.07% | 206 |
|
|
2018
Q3 | $334K | Sell |
2,286
-271
| -11% | -$39.6K | 0.1% | 158 |
|
|
2018
Q2 | $342K | Buy |
2,557
+537
| +27% | +$71.8K | 0.12% | 142 |
|
|
2018
Q1 | $290K | Sell |
2,020
-226
| -10% | -$32.4K | 0.12% | 146 |
|
|
2017
Q4 | $351K | Buy |
+2,246
| New | +$351K | 0.15% | 120 |
|