Kingsview Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.93M | Sell |
30,302
-26,993
| -47% | -$7.96M | 0.15% | 143 |
|
|
2025
Q1 | $14.2M | Buy |
57,295
+29,017
| +103% | +$7.22M | 0.27% | 65 |
|
|
2024
Q4 | $6.22M | Buy |
28,278
+3,287
| +13% | +$723K | 0.12% | 170 |
|
|
2024
Q3 | $5.52M | Buy |
24,991
+2,298
| +10% | +$508K | 0.12% | 185 |
|
|
2024
Q2 | $3.92M | Sell |
22,693
-2,105
| -8% | -$364K | 0.09% | 210 |
|
|
2024
Q1 | $4.74M | Buy |
24,798
+2,111
| +9% | +$403K | 0.12% | 180 |
|
|
2023
Q4 | $3.71M | Buy |
22,687
+133
| +0.6% | +$21.8K | 0.11% | 177 |
|
|
2023
Q3 | $3.16M | Buy |
22,554
+564
| +3% | +$79.1K | 0.11% | 197 |
|
|
2023
Q2 | $2.94M | Buy |
21,990
+148
| +0.7% | +$19.8K | 0.12% | 189 |
|
|
2023
Q1 | $2.86M | Buy |
21,842
+350
| +2% | +$45.9K | 0.12% | 184 |
|
|
2022
Q4 | $3.03M | Buy |
21,492
+377
| +2% | +$53.1K | 0.13% | 182 |
|
|
2022
Q3 | $2.51M | Sell |
21,115
-1,533
| -7% | -$182K | 0.12% | 194 |
|
|
2022
Q2 | $3.2M | Buy |
22,648
+2,780
| +14% | +$393K | 0.15% | 150 |
|
|
2022
Q1 | $2.58M | Buy |
19,868
+1,817
| +10% | +$236K | 0.11% | 194 |
|
|
2021
Q4 | $2.41M | Sell |
18,051
-2,512
| -12% | -$336K | 0.1% | 208 |
|
|
2021
Q3 | $2.73M | Buy |
20,563
+7,896
| +62% | +$1.05M | 0.13% | 174 |
|
|
2021
Q2 | $1.78M | Buy |
12,667
+785
| +7% | +$110K | 0.09% | 247 |
|
|
2021
Q1 | $1.51M | Buy |
11,882
+1,130
| +11% | +$144K | 0.09% | 242 |
|
|
2020
Q4 | $1.29M | Buy |
10,752
+1,292
| +14% | +$155K | 0.09% | 227 |
|
|
2020
Q3 | $1.1M | Buy |
9,460
+666
| +8% | +$77.4K | 0.1% | 208 |
|
|
2020
Q2 | $1.02M | Sell |
8,794
-4,180
| -32% | -$482K | 0.1% | 201 |
|
|
2020
Q1 | $1.38M | Buy |
12,974
+5,223
| +67% | +$554K | 0.19% | 139 |
|
|
2019
Q4 | $993K | Buy |
7,751
+2,801
| +57% | +$359K | 0.12% | 193 |
|
|
2019
Q3 | $688K | Sell |
4,950
-95
| -2% | -$13.2K | 0.11% | 206 |
|
|
2019
Q2 | $665K | Buy |
5,045
+1,221
| +32% | +$161K | 0.11% | 200 |
|
|
2019
Q1 | $516K | Buy |
3,824
+729
| +24% | +$98.4K | 0.08% | 261 |
|
|
2018
Q4 | $336K | Buy |
3,095
+74
| +2% | +$8.03K | 0.07% | 268 |
|
|
2018
Q3 | $437K | Sell |
3,021
-1,025
| -25% | -$148K | 0.09% | 238 |
|
|
2018
Q2 | $540K | Sell |
4,046
-7
| -0.2% | -$934 | 0.13% | 187 |
|
|
2018
Q1 | $595K | Buy |
4,053
+4
| +0.1% | +$587 | 0.15% | 182 |
|
|
2017
Q4 | $594K | Buy |
4,049
+1,120
| +38% | +$164K | 0.21% | 150 |
|
|
2017
Q3 | $406K | Sell |
2,929
-1,096
| -27% | -$152K | 0.18% | 161 |
|
|
2017
Q2 | $592K | Sell |
4,025
-173
| -4% | -$25.4K | 0.3% | 105 |
|
|
2017
Q1 | $699K | Buy |
+4,198
| New | +$699K | 0.41% | 83 |
|