Moss Adams Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
7,560
+162
| +2% | +$47.8K | 0.2% | 45 |
|
|
2025
Q1 | $1.84M | Buy |
7,398
+592
| +9% | +$147K | 0.19% | 43 |
|
|
2024
Q4 | $1.5M | Sell |
6,806
-434
| -6% | -$95.4K | 0.16% | 44 |
|
|
2024
Q3 | $1.6M | Buy |
7,240
+445
| +7% | +$98.4K | 0.18% | 41 |
|
|
2024
Q2 | $1.18M | Buy |
6,795
+127
| +2% | +$22K | 0.16% | 43 |
|
|
2024
Q1 | $1.27M | Buy |
6,668
+908
| +16% | +$173K | 0.2% | 41 |
|
|
2023
Q4 | $942K | Buy |
5,760
+569
| +11% | +$93.1K | 0.2% | 35 |
|
|
2023
Q3 | $728K | Buy |
5,191
+35
| +0.7% | +$4.91K | 0.25% | 31 |
|
|
2023
Q2 | $690K | Buy |
5,156
+32
| +0.6% | +$4.28K | 0.23% | 37 |
|
|
2023
Q1 | $672K | Buy |
5,124
+3,637
| +245% | +$477K | 0.23% | 37 |
|
|
2022
Q4 | $210K | Buy |
+1,487
| New | +$210K | 0.1% | 97 |
|