J.W. Cole Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
49,394
+2,719
| +6% | +$802K | 0.31% | 56 |
|
|
2025
Q1 | $11.6M | Buy |
46,675
+27,753
| +147% | +$6.9M | 0.36% | 50 |
|
|
2024
Q4 | $4.16M | Sell |
18,922
-104
| -0.5% | -$22.9K | 0.17% | 130 |
|
|
2024
Q3 | $4.21M | Sell |
19,026
-213
| -1% | -$47.1K | 0.18% | 128 |
|
|
2024
Q2 | $3.33M | Sell |
19,239
-787
| -4% | -$136K | 0.16% | 139 |
|
|
2024
Q1 | $3.82M | Buy |
20,026
+170
| +0.9% | +$32.5K | 0.19% | 117 |
|
|
2023
Q4 | $3.25M | Buy |
19,856
+591
| +3% | +$96.7K | 0.19% | 125 |
|
|
2023
Q3 | $2.7M | Buy |
19,265
+1,309
| +7% | +$184K | 0.2% | 123 |
|
|
2023
Q2 | $2.4M | Sell |
17,956
-371
| -2% | -$49.6K | 0.17% | 140 |
|
|
2023
Q1 | $2.4M | Sell |
18,327
-283
| -2% | -$37.1K | 0.17% | 145 |
|
|
2022
Q4 | $2.62M | Buy |
18,610
+556
| +3% | +$78.3K | 0.2% | 127 |
|
|
2022
Q3 | $2.15M | Sell |
18,054
-3,406
| -16% | -$405K | 0.18% | 136 |
|
|
2022
Q2 | $3.03M | Sell |
21,460
-4,231
| -16% | -$597K | 0.24% | 99 |
|
|
2022
Q1 | $3.34M | Buy |
25,691
+951
| +4% | +$124K | 0.22% | 109 |
|
|
2021
Q4 | $3.31M | Sell |
24,740
-2
| -0% | -$267 | 0.22% | 115 |
|
|
2021
Q3 | $3.29M | Buy |
24,742
+1,841
| +8% | +$245K | 0.23% | 69 |
|
|
2021
Q2 | $3.21M | Buy |
22,901
+4,004
| +21% | +$561K | 0.25% | 95 |
|
|
2021
Q1 | $2.41M | Buy |
18,897
+2,601
| +16% | +$331K | 0.23% | 105 |
|
|
2020
Q4 | $1.96M | Sell |
16,296
-13,786
| -46% | -$1.66M | 0.2% | 116 |
|
|
2020
Q3 | $3.5M | Buy |
30,082
+13,959
| +87% | +$1.62M | 0.27% | 88 |
|
|
2020
Q2 | $1.86M | Buy |
+16,123
| New | +$1.86M | 0.28% | 104 |
|
|
2020
Q1 | – | Sell |
-14,747
| Closed | -$1.89M | – | 280 |
|
|
2019
Q4 | $1.89M | Buy |
+14,747
| New | +$1.89M | 0.24% | 116 |
|