IP
Intellectus Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Hold |
3,032
| – | – | 0.19% | 139 |
|
|
2025
Q1 | $754K | Sell |
3,032
-16
| -0.5% | -$3.98K | 0.19% | 148 |
|
|
2024
Q4 | $670K | Sell |
3,048
-1,905
| -38% | -$419K | 0.15% | 170 |
|
|
2024
Q3 | $1.1M | Buy |
4,953
+158
| +3% | +$34.9K | 0.28% | 107 |
|
|
2024
Q2 | $829K | Buy |
4,795
+1,750
| +57% | +$303K | 0.23% | 123 |
|
|
2024
Q1 | $581K | Buy |
+3,045
| New | +$581K | 0.15% | 171 |
|
|
2023
Q2 | – | Sell |
-4,225
| Closed | -$554K | – | 272 |
|
|
2023
Q1 | $554K | Buy |
+4,225
| New | +$554K | 0.17% | 160 |
|
|
2019
Q2 | – | Sell |
-298
| Closed | -$42K | – | 285 |
|
|
2019
Q1 | $42K | Hold |
298
| – | – | 0.02% | 265 |
|
|
2018
Q4 | $34K | Sell |
298
-19,972
| -99% | -$2.28M | 0.02% | 164 |
|
|
2018
Q3 | $3.07M | Sell |
20,270
-7,342
| -27% | -$1.11M | 1.07% | 15 |
|
|
2018
Q2 | $3.86M | Buy |
27,612
+2,134
| +8% | +$298K | 1.41% | 10 |
|
|
2018
Q1 | $3.91M | Sell |
25,478
-628
| -2% | -$96.4K | 1.34% | 10 |
|
|
2017
Q4 | $4.01M | Buy |
26,106
+1,966
| +8% | +$302K | 1.49% | 9 |
|
|
2017
Q3 | $3.5M | Buy |
24,140
+1,643
| +7% | +$238K | 1.45% | 8 |
|
|
2017
Q2 | $3.46M | Buy |
22,497
+5,680
| +34% | +$874K | 1.56% | 7 |
|
|
2017
Q1 | $2.93M | Buy |
16,817
+1,496
| +10% | +$261K | 1.49% | 9 |
|
|
2016
Q4 | $2.54M | Buy |
+15,321
| New | +$2.54M | 1.32% | 11 |
|