Northcape Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
18,417
-202
| -1% | -$59.5K | 1.66% | 15 |
|
|
2025
Q1 | $4.63M | Sell |
18,619
-1,392
| -7% | -$346K | 1.49% | 17 |
|
|
2024
Q4 | $4.4M | Sell |
20,011
-1,157
| -5% | -$254K | 1.42% | 20 |
|
|
2024
Q3 | $4.68M | Sell |
21,168
-40
| -0.2% | -$8.84K | 1.53% | 17 |
|
|
2024
Q2 | $3.67M | Buy |
21,208
+148
| +0.7% | +$25.6K | 1.32% | 24 |
|
|
2024
Q1 | $4.02M | Buy |
21,060
+6,126
| +41% | +$1.17M | 1.47% | 19 |
|
|
2023
Q4 | $2.44M | Sell |
14,934
-169
| -1% | -$27.6K | 0.88% | 41 |
|
|
2023
Q3 | $2.12M | Buy |
15,103
+295
| +2% | +$41.4K | 0.81% | 45 |
|
|
2023
Q2 | $1.98M | Buy |
14,808
+733
| +5% | +$98.1K | 0.72% | 50 |
|
|
2023
Q1 | $1.85M | Buy |
14,075
+8,085
| +135% | +$1.06M | 0.67% | 54 |
|
|
2022
Q4 | $844K | Sell |
5,990
-10,075
| -63% | -$1.42M | 0.47% | 54 |
|
|
2022
Q3 | $1.91M | Buy |
16,065
+4,336
| +37% | +$515K | 0.68% | 55 |
|
|
2022
Q2 | $1.66M | Sell |
11,729
-829
| -7% | -$117K | 0.63% | 53 |
|
|
2022
Q1 | $1.63M | Buy |
12,558
+5,861
| +88% | +$762K | 0.48% | 62 |
|
|
2021
Q4 | $895K | Buy |
+6,697
| New | +$895K | 0.3% | 67 |
|