Kestra Private Wealth 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 | $23.6M | Buy |
79,985
+1,542
| +2% | +$455K | 0.34% | 55 |
|
|
2025
Q1 | $19.5M | Buy |
78,443
+1,442
| +2% | +$359K | 0.33% | 59 |
|
|
2024
Q4 | $16.9M | Buy |
77,001
+10,349
| +16% | +$2.28M | 0.29% | 69 |
|
|
2024
Q3 | $14.7M | Sell |
66,652
-3,074
| -4% | -$680K | 0.27% | 79 |
|
|
2024
Q2 | $12.1M | Buy |
69,726
+2,958
| +4% | +$512K | 0.24% | 92 |
|
|
2024
Q1 | $12.8M | Sell |
66,768
-1,599
| -2% | -$305K | 0.29% | 81 |
|
|
2023
Q4 | $11.2M | Buy |
68,367
+12,951
| +23% | +$2.12M | 0.29% | 88 |
|
|
2023
Q3 | $7.77M | Buy |
55,416
+11,729
| +27% | +$1.65M | 0.24% | 100 |
|
|
2023
Q2 | $5.85M | Buy |
43,687
+2,813
| +7% | +$376K | 0.2% | 122 |
|
|
2023
Q1 | $5.36M | Sell |
40,874
-1,954
| -5% | -$256K | 0.21% | 115 |
|
|
2022
Q4 | $6.03M | Buy |
42,828
+4,367
| +11% | +$615K | 0.31% | 89 |
|
|
2022
Q3 | $4.57M | Sell |
38,461
-1,173
| -3% | -$139K | 0.26% | 100 |
|
|
2022
Q2 | $5.6M | Buy |
39,634
+497
| +1% | +$70.2K | 0.32% | 78 |
|
|
2022
Q1 | $5.09M | Buy |
39,137
+1,164
| +3% | +$151K | 0.25% | 93 |
|
|
2021
Q4 | $5.08M | Buy |
37,973
+4,807
| +14% | +$642K | 0.24% | 101 |
|
|
2021
Q3 | $4.41M | Buy |
33,166
+1,488
| +5% | +$198K | 0.25% | 98 |
|
|
2021
Q2 | $4.44M | Buy |
31,678
+840
| +3% | +$118K | 0.27% | 87 |
|
|
2021
Q1 | $3.93M | Buy |
30,838
+4,460
| +17% | +$568K | 0.27% | 86 |
|
|
2020
Q4 | $3.14M | Buy |
26,378
+10,192
| +63% | +$1.21M | 0.23% | 103 |
|
|
2020
Q3 | $1.87M | Buy |
+16,186
| New | +$1.87M | 0.16% | 143 |
|