NewSquare Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
63,132
+2,738
| +5% | +$798K | 1.36% | 20 |
|
|
2025
Q1 | $14.8M | Buy |
60,394
+248
| +0.4% | +$60.9K | 1.21% | 23 |
|
|
2024
Q4 | $13.1M | Sell |
60,146
-353
| -0.6% | -$76.6K | 1.04% | 26 |
|
|
2024
Q3 | $13.2M | Sell |
60,499
-604
| -1% | -$132K | 1.05% | 25 |
|
|
2024
Q2 | $10.4M | Buy |
61,103
+3,610
| +6% | +$617K | 0.9% | 26 |
|
|
2024
Q1 | $10.8M | Sell |
57,493
-1,190
| -2% | -$224K | 0.96% | 25 |
|
|
2023
Q4 | $9.48M | Buy |
58,683
+2,977
| +5% | +$481K | 0.9% | 31 |
|
|
2023
Q3 | $7.71M | Buy |
55,706
+1,448
| +3% | +$200K | 0.82% | 31 |
|
|
2023
Q2 | $7.26M | Buy |
54,258
+3,050
| +6% | +$408K | 0.75% | 38 |
|
|
2023
Q1 | $6.71M | Buy |
51,208
+3,187
| +7% | +$418K | 0.79% | 34 |
|
|
2022
Q4 | $6.77M | Buy |
48,021
+3,665
| +8% | +$516K | 0.84% | 34 |
|
|
2022
Q3 | $5.27M | Buy |
44,356
+6,593
| +17% | +$783K | 0.66% | 44 |
|
|
2022
Q2 | $5.33M | Buy |
37,763
+12,376
| +49% | +$1.75M | 0.68% | 46 |
|
|
2022
Q1 | $3.3M | Buy |
25,387
+2,513
| +11% | +$327K | 0.35% | 90 |
|
|
2021
Q4 | $3.06M | Buy |
22,874
+1,530
| +7% | +$204K | 0.32% | 89 |
|
|
2021
Q3 | $2.84M | Sell |
21,344
-3,061
| -13% | -$407K | 0.33% | 84 |
|
|
2021
Q2 | $3.42M | Buy |
24,405
+5,187
| +27% | +$727K | 0.41% | 63 |
|
|
2021
Q1 | $2.45M | Buy |
19,218
+364
| +2% | +$46.4K | 0.32% | 90 |
|
|
2020
Q4 | $2.27M | Buy |
18,854
+3
| +0% | +$361 | 0.32% | 93 |
|
|
2020
Q3 | $2.19M | Buy |
18,851
+800
| +4% | +$93.1K | 0.35% | 77 |
|
|
2020
Q2 | $2.08M | Buy |
18,051
+734
| +4% | +$84.7K | 0.36% | 59 |
|
|
2020
Q1 | $1.84M | Buy |
17,317
+658
| +4% | +$69.8K | 0.34% | 64 |
|
|
2019
Q4 | $2.14M | Buy |
16,659
+1,219
| +8% | +$156K | 0.35% | 58 |
|
|
2019
Q3 | $2.15M | Buy |
15,440
+1,157
| +8% | +$161K | 0.39% | 49 |
|
|
2019
Q2 | $1.88M | Buy |
14,283
+1,553
| +12% | +$205K | 0.34% | 54 |
|
|
2019
Q1 | $1.72M | Buy |
12,730
+2,487
| +24% | +$335K | 0.33% | 55 |
|
|
2018
Q4 | $1.11M | Sell |
10,243
-1,726
| -14% | -$188K | 0.24% | 75 |
|
|
2018
Q3 | $1.73M | Buy |
11,969
+1,195
| +11% | +$173K | 0.33% | 56 |
|
|
2018
Q2 | $1.51M | Buy |
10,774
+1,878
| +21% | +$263K | 0.31% | 59 |
|
|
2018
Q1 | $1.31M | Buy |
8,896
+883
| +11% | +$130K | 0.28% | 61 |
|
|
2017
Q4 | $1.18M | Buy |
8,013
+356
| +5% | +$52.2K | 0.27% | 62 |
|
|
2017
Q3 | $1.06M | Buy |
7,657
+300
| +4% | +$41.6K | 0.25% | 63 |
|
|
2017
Q2 | $1.08M | Buy |
7,357
+556
| +8% | +$81.8K | 0.26% | 60 |
|
|
2017
Q1 | $1.13M | Buy |
6,801
+818
| +14% | +$136K | 0.27% | 56 |
|
|
2016
Q4 | $949K | Buy |
5,983
+167
| +3% | +$26.5K | 0.24% | 69 |
|
|
2016
Q3 | $883K | Buy |
5,816
+264
| +5% | +$40.1K | 0.2% | 69 |
|
|
2016
Q2 | $806K | Buy |
5,552
+908
| +20% | +$132K | 0.19% | 69 |
|
|
2016
Q1 | $672K | Buy |
4,644
+4,364
| +1,559% | +$631K | 0.19% | 81 |
|
|
2015
Q4 | $37K | Buy |
280
+7
| +3% | +$925 | 0.01% | 163 |
|
|
2015
Q3 | $38K | Hold |
273
| – | – | 0.01% | 159 |
|
|
2015
Q2 | $42K | Buy |
273
+13
| +5% | +$2K | 0.01% | 165 |
|
|
2015
Q1 | $40K | Buy |
260
+29
| +13% | +$4.46K | 0.01% | 163 |
|
|
2014
Q4 | $35K | Hold |
231
| – | – | 0.01% | 171 |
|
|
2014
Q3 | $42K | Hold |
231
| – | – | 0.01% | 170 |
|
|
2014
Q2 | $40K | Hold |
231
| – | – | 0.01% | 162 |
|
|
2014
Q1 | $43K | Sell |
231
-23
| -9% | -$4.28K | 0.02% | 147 |
|
|
2013
Q4 | $46K | Hold |
254
| – | – | 0.02% | 123 |
|
|
2013
Q3 | $45K | Hold |
254
| – | – | 0.02% | 115 |
|
|
2013
Q2 | $46K | Buy |
+254
| New | +$46K | 0.02% | 118 |
|