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NovaPoint Capital’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Buy |
21,546
+1,449
| +7% | +$427K | 1.95% | 14 |
|
|
2025
Q1 | $5M | Buy |
20,097
+941
| +5% | +$234K | 1.54% | 16 |
|
|
2024
Q4 | $4.21M | Sell |
19,156
-7,344
| -28% | -$1.61M | 1.29% | 27 |
|
|
2024
Q3 | $5.86M | Buy |
26,500
+57
| +0.2% | +$12.6K | 1.82% | 11 |
|
|
2024
Q2 | $4.57M | Buy |
26,443
+491
| +2% | +$84.9K | 1.55% | 16 |
|
|
2024
Q1 | $4.96M | Sell |
25,952
-2,311
| -8% | -$441K | 1.74% | 9 |
|
|
2023
Q4 | $4.62M | Sell |
28,263
-1,208
| -4% | -$198K | 1.72% | 11 |
|
|
2023
Q3 | $4.13M | Buy |
29,471
+1,428
| +5% | +$200K | 1.64% | 13 |
|
|
2023
Q2 | $3.75M | Buy |
28,043
+610
| +2% | +$81.6K | 1.4% | 21 |
|
|
2023
Q1 | $3.6M | Buy |
27,433
+1,647
| +6% | +$216K | 1.47% | 22 |
|
|
2022
Q4 | $3.63M | Buy |
25,786
+28
| +0.1% | +$3.95K | 1.59% | 20 |
|
|
2022
Q3 | $3.06M | Buy |
25,758
+413
| +2% | +$49.1K | 1.39% | 23 |
|
|
2022
Q2 | $3.58M | Buy |
25,345
+395
| +2% | +$55.8K | 1.56% | 16 |
|
|
2022
Q1 | $3.24M | Buy |
24,950
+1,012
| +4% | +$132K | 1.18% | 34 |
|
|
2021
Q4 | $3.2M | Buy |
23,938
+2,299
| +11% | +$307K | 1.15% | 35 |
|
|
2021
Q3 | $3.01M | Buy |
21,639
+1,095
| +5% | +$152K | 1.21% | 30 |
|
|
2021
Q2 | $3.01M | Buy |
20,544
+824
| +4% | +$121K | 1.25% | 29 |
|
|
2021
Q1 | $2.63M | Sell |
19,720
-199
| -1% | -$26.5K | 1.23% | 31 |
|
|
2020
Q4 | $2.51M | Buy |
19,919
+3,416
| +21% | +$430K | 1.31% | 31 |
|
|
2020
Q3 | $2.01M | Buy |
16,503
+2,416
| +17% | +$294K | 1.3% | 31 |
|
|
2020
Q2 | $1.7M | Buy |
14,087
+527
| +4% | +$63.6K | 1.27% | 29 |
|
|
2020
Q1 | $1.5M | Buy |
13,560
+11,708
| +632% | +$1.3M | 1.37% | 25 |
|
|
2019
Q4 | $248K | Buy |
+1,852
| New | +$248K | 0.19% | 94 |
|