Marcum Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.26M | Sell |
9,091
-1,036
| -10% | -$258K | 0.2% | 56 |
|
|
2024
Q4 | $2.23M | Buy |
10,127
+52
| +0.5% | +$11.4K | 0.19% | 56 |
|
|
2024
Q3 | $2.23M | Buy |
10,075
+1,062
| +12% | +$235K | 0.21% | 52 |
|
|
2024
Q2 | $1.56M | Buy |
9,013
+72
| +0.8% | +$12.5K | 0.16% | 69 |
|
|
2024
Q1 | $1.71M | Buy |
8,941
+2,482
| +38% | +$474K | 0.17% | 64 |
|
|
2023
Q4 | $1.06M | Buy |
6,459
+1,041
| +19% | +$170K | 0.11% | 92 |
|
|
2023
Q3 | $760K | Buy |
5,418
+13
| +0.2% | +$1.82K | 0.09% | 115 |
|
|
2023
Q2 | $723K | Sell |
5,405
-266
| -5% | -$35.6K | 0.08% | 126 |
|
|
2023
Q1 | $743K | Buy |
5,671
+136
| +2% | +$17.8K | 0.09% | 128 |
|
|
2022
Q4 | $780K | Sell |
5,535
-353
| -6% | -$49.7K | 0.1% | 117 |
|
|
2022
Q3 | $700K | Buy |
5,888
+864
| +17% | +$103K | 0.11% | 121 |
|
|
2022
Q2 | $709K | Buy |
5,024
+345
| +7% | +$48.7K | 0.11% | 118 |
|
|
2022
Q1 | $608K | Sell |
4,679
-1,737
| -27% | -$226K | 0.08% | 135 |
|
|
2021
Q4 | $858K | Sell |
6,416
-830
| -11% | -$111K | 0.12% | 116 |
|
|
2021
Q3 | $962K | Buy |
7,246
+243
| +3% | +$32.3K | 0.15% | 96 |
|
|
2021
Q2 | $981K | Sell |
7,003
-1,274
| -15% | -$178K | 0.16% | 97 |
|
|
2021
Q1 | $1.05M | Buy |
8,277
+4,374
| +112% | +$557K | 0.17% | 84 |
|
|
2020
Q4 | $470K | Buy |
3,903
+834
| +27% | +$100K | 0.11% | 68 |
|
|
2020
Q3 | $357K | Sell |
3,069
-476
| -13% | -$55.4K | 0.11% | 69 |
|
|
2020
Q2 | $409K | Buy |
+3,545
| New | +$409K | 0.13% | 64 |
|