Liberty 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 | $1.57M | Buy |
+5,339
| New | +$1.57M | 0.25% | 63 |
|
|
2025
Q1 | – | Sell |
-5,300
| Closed | -$1.17M | – | 172 |
|
|
2024
Q4 | $1.17M | Buy |
5,300
+580
| +12% | +$128K | 0.19% | 76 |
|
|
2024
Q3 | $1.04M | Sell |
4,720
-25,060
| -84% | -$5.54M | 0.18% | 74 |
|
|
2024
Q2 | $838K | Buy |
29,780
+25,078
| +533% | +$706K | 0.15% | 82 |
|
|
2024
Q1 | $898K | Buy |
4,702
+71
| +2% | +$13.6K | 0.18% | 76 |
|
|
2023
Q4 | $757K | Sell |
4,631
-56
| -1% | -$9.15K | 0.16% | 74 |
|
|
2023
Q3 | $658K | Buy |
4,687
+107
| +2% | +$15K | 0.16% | 72 |
|
|
2023
Q2 | $613K | Buy |
4,580
+96
| +2% | +$12.8K | 0.15% | 78 |
|
|
2023
Q1 | $588K | Buy |
+4,484
| New | +$588K | 0.12% | 110 |
|
|
2022
Q3 | $497K | Buy |
4,187
+59
| +1% | +$7K | 0.13% | 85 |
|
|
2022
Q2 | $582K | Buy |
4,128
+42
| +1% | +$5.92K | 0.24% | 74 |
|
|
2022
Q1 | $531K | Sell |
4,086
-179
| -4% | -$23.3K | 0.19% | 73 |
|
|
2021
Q4 | $570 | Sell |
4,265
-48
| -1% | -$6 | 0.02% | 91 |
|
|
2021
Q3 | $595K | Hold |
4,313
| – | – | 0.21% | 69 |
|
|
2021
Q2 | $604K | Sell |
4,313
-180
| -4% | -$25.2K | 0.23% | 62 |
|
|
2021
Q1 | $517K | Hold |
4,493
| – | – | 0.25% | 60 |
|
|
2020
Q4 | $517K | Buy |
4,493
+761
| +20% | +$87.6K | 0.25% | 60 |
|
|
2020
Q3 | $434K | Sell |
3,732
-71
| -2% | -$8.26K | 0.26% | 60 |
|
|
2020
Q2 | $439K | Buy |
3,803
+342
| +10% | +$39.5K | 0.31% | 53 |
|
|
2020
Q1 | $367K | Buy |
3,461
+154
| +5% | +$16.3K | 0.32% | 51 |
|
|
2019
Q4 | $424K | Buy |
3,307
+2,461
| +291% | +$316K | 0.33% | 56 |
|
|
2019
Q3 | $118K | Sell |
846
-2,903
| -77% | -$405K | 0.11% | 131 |
|
|
2019
Q2 | $494K | Buy |
3,749
+3,080
| +460% | +$406K | 0.43% | 52 |
|
|
2019
Q1 | $90K | Sell |
669
-475
| -42% | -$63.9K | 0.07% | 148 |
|
|
2018
Q4 | $124K | Buy |
+1,144
| New | +$124K | 0.09% | 116 |
|