Merriman Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $388K | Buy |
1,766
+71
| +4% | +$15.6K | 0.02% | 151 |
|
|
2024
Q3 | $375K | Sell |
1,695
-296
| -15% | -$65.4K | 0.02% | 158 |
|
|
2024
Q2 | $344K | Buy |
1,991
+231
| +13% | +$40K | 0.02% | 161 |
|
|
2024
Q1 | $336K | Buy |
1,760
+65
| +4% | +$12.4K | 0.02% | 158 |
|
|
2023
Q4 | $277K | Hold |
1,695
| – | – | 0.01% | 162 |
|
|
2023
Q3 | $238K | Sell |
1,695
-600
| -26% | -$84.2K | 0.01% | 170 |
|
|
2023
Q2 | $307K | Sell |
2,295
-5
| -0.2% | -$669 | 0.02% | 173 |
|
|
2023
Q1 | $302K | Buy |
2,300
+303
| +15% | +$39.7K | 0.02% | 159 |
|
|
2022
Q4 | $281K | Sell |
1,997
-508
| -20% | -$71.6K | 0.01% | 173 |
|
|
2022
Q3 | $298K | Buy |
2,505
+261
| +12% | +$31K | 0.02% | 133 |
|
|
2022
Q2 | $317K | Buy |
2,244
+64
| +3% | +$9.04K | 0.02% | 125 |
|
|
2022
Q1 | $283K | Buy |
2,180
+82
| +4% | +$10.6K | 0.02% | 170 |
|
|
2021
Q4 | $280K | Buy |
+2,098
| New | +$280K | 0.02% | 179 |
|
|
2021
Q1 | – | Sell |
-2,408
| Closed | -$290K | – | 202 |
|
|
2020
Q4 | $290K | Buy |
+2,408
| New | +$290K | 0.03% | 174 |
|
|
2020
Q2 | – | Sell |
-2,128
| Closed | -$226K | – | 171 |
|
|
2020
Q1 | $226K | Buy |
2,128
+53
| +3% | +$5.63K | 0.05% | 137 |
|
|
2019
Q4 | $266K | Sell |
2,075
-39
| -2% | -$5K | 0.05% | 154 |
|
|
2019
Q3 | $294K | Buy |
2,114
+74
| +4% | +$10.3K | 0.06% | 145 |
|
|
2019
Q2 | $2.73K | Buy |
2,040
+128
| +7% | +$171 | 0.05% | 155 |
|
|
2019
Q1 | $258K | Buy |
1,912
+37
| +2% | +$4.99K | 0.05% | 176 |
|
|
2018
Q4 | $210K | Sell |
1,875
-111
| -6% | -$12.4K | 0.05% | 149 |
|
|
2018
Q3 | $287K | Sell |
1,986
-78
| -4% | -$11.3K | 0.06% | 145 |
|
|
2018
Q2 | $276K | Hold |
2,064
| – | – | 0.06% | 142 |
|
|
2018
Q1 | $303K | Sell |
2,064
-470
| -19% | -$69K | 0.08% | 146 |
|
|
2017
Q4 | $372K | Buy |
+2,534
| New | +$372K | 0.09% | 133 |
|