Kestra Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8M | Buy |
199,538
+29,399
| +17% | +$8.67M | 0.29% | 60 |
|
|
2025
Q1 | $42.3M | Sell |
170,139
-20,747
| -11% | -$5.16M | 0.2% | 74 |
|
|
2024
Q4 | $42M | Buy |
190,886
+13,638
| +8% | +$3M | 0.23% | 84 |
|
|
2024
Q3 | $39.2M | Sell |
177,248
-19,351
| -10% | -$4.28M | 0.22% | 89 |
|
|
2024
Q2 | $30.2M | Buy |
196,599
+22,310
| +13% | +$3.43M | 0.17% | 127 |
|
|
2024
Q1 | $33.3M | Buy |
174,289
+33,568
| +24% | +$6.41M | 0.22% | 85 |
|
|
2023
Q4 | $23M | Buy |
140,721
+11,541
| +9% | +$1.89M | 0.19% | 106 |
|
|
2023
Q3 | $18.1M | Sell |
129,180
-10,289
| -7% | -$1.44M | 0.18% | 118 |
|
|
2023
Q2 | $18.7M | Buy |
139,469
+12,378
| +10% | +$1.66M | 0.19% | 115 |
|
|
2023
Q1 | $16.7M | Sell |
127,091
-24,151
| -16% | -$3.17M | 0.18% | 122 |
|
|
2022
Q4 | $21.3M | Buy |
151,242
+3,945
| +3% | +$556K | 0.19% | 120 |
|
|
2022
Q3 | $17.5M | Buy |
147,297
+7,224
| +5% | +$858K | 0.19% | 128 |
|
|
2022
Q2 | $19.8M | Buy |
140,073
+19,493
| +16% | +$2.75M | 0.2% | 107 |
|
|
2022
Q1 | $15.7M | Buy |
120,580
+2,700
| +2% | +$351K | 0.16% | 135 |
|
|
2021
Q4 | $15.8M | Buy |
117,880
+8,676
| +8% | +$1.16M | 0.16% | 146 |
|
|
2021
Q3 | $14.5M | Sell |
109,204
-7,945
| -7% | -$1.06M | 0.15% | 162 |
|
|
2021
Q2 | $16.4M | Buy |
117,149
+7,064
| +6% | +$990K | 0.19% | 130 |
|
|
2021
Q1 | $14M | Sell |
110,085
-6,382
| -5% | -$813K | 0.18% | 139 |
|
|
2020
Q4 | $13.8M | Buy |
116,467
+33,677
| +41% | +$4M | 0.16% | 148 |
|
|
2020
Q3 | $9.72M | Buy |
+82,790
| New | +$9.72M | 0.18% | 146 |
|