NewEdge Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.9M | Buy |
191,453
+9,742
| +5% | +$2.44M | 0.75% | 25 |
|
|
2025
Q1 | $45.2M | Buy |
181,711
+8,434
| +5% | +$2.1M | 0.82% | 26 |
|
|
2024
Q4 | $38.1M | Buy |
173,277
+11,954
| +7% | +$2.63M | 0.66% | 35 |
|
|
2024
Q3 | $35.7M | Buy |
161,323
+23,855
| +17% | +$5.27M | 0.64% | 37 |
|
|
2024
Q2 | $23.8M | Buy |
137,468
+129,958
| +1,730% | +$22.5M | 0.52% | 50 |
|
|
2024
Q1 | $1.24M | Sell |
7,510
-1,820
| -20% | -$300K | 0.03% | 393 |
|
|
2023
Q4 | $1.53M | Buy |
9,330
+3,667
| +65% | +$600K | 0.04% | 333 |
|
|
2023
Q3 | $794K | Buy |
5,663
+193
| +4% | +$27.1K | 0.03% | 389 |
|
|
2023
Q2 | $732K | Sell |
5,470
-700
| -11% | -$93.7K | 0.02% | 402 |
|
|
2023
Q1 | $809K | Buy |
6,170
+1,948
| +46% | +$255K | 0.03% | 344 |
|
|
2022
Q4 | $595K | Buy |
4,222
+2,026
| +92% | +$285K | 0.03% | 350 |
|
|
2022
Q3 | $261K | Buy |
+2,196
| New | +$261K | 0.01% | 449 |
|