OneDigital Investment 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 | $8.45M | Buy |
28,654
+250
| +0.9% | +$73.7K | 0.09% | 178 |
|
|
2025
Q1 | $7.06M | Buy |
28,404
+2,719
| +11% | +$676K | 0.08% | 188 |
|
|
2024
Q4 | $5.65M | Sell |
25,685
-332
| -1% | -$73K | 0.07% | 221 |
|
|
2024
Q3 | $5.75M | Buy |
26,017
+3,789
| +17% | +$838K | 0.07% | 228 |
|
|
2024
Q2 | $3.84M | Buy |
22,228
+3,980
| +22% | +$688K | 0.05% | 275 |
|
|
2024
Q1 | $3.48M | Buy |
18,248
+624
| +4% | +$119K | 0.05% | 235 |
|
|
2023
Q4 | $2.88M | Buy |
17,624
+1,763
| +11% | +$288K | 0.05% | 251 |
|
|
2023
Q3 | $2.23M | Buy |
15,861
+1,115
| +8% | +$156K | 0.05% | 263 |
|
|
2023
Q2 | $1.97M | Sell |
14,746
-133
| -0.9% | -$17.8K | 0.04% | 282 |
|
|
2023
Q1 | $1.95M | Buy |
14,879
+3,280
| +28% | +$430K | 0.05% | 278 |
|
|
2022
Q4 | $1.63M | Buy |
11,599
+585
| +5% | +$82.4K | 0.05% | 282 |
|
|
2022
Q3 | $1.31M | Buy |
11,014
+2,863
| +35% | +$340K | 0.05% | 249 |
|
|
2022
Q2 | $1.15M | Buy |
8,151
+456
| +6% | +$64.4K | 0.05% | 232 |
|
|
2022
Q1 | $1M | Buy |
7,695
+1,283
| +20% | +$167K | 0.04% | 272 |
|
|
2021
Q4 | $857K | Buy |
6,412
+643
| +11% | +$85.9K | 0.03% | 304 |
|
|
2021
Q3 | $766K | Buy |
5,769
+560
| +11% | +$74.4K | 0.03% | 319 |
|
|
2021
Q2 | $730K | Sell |
5,209
-39
| -0.7% | -$5.47K | 0.03% | 318 |
|
|
2021
Q1 | $669K | Buy |
5,248
+27
| +0.5% | +$3.44K | 0.03% | 314 |
|
|
2020
Q4 | $628K | Sell |
5,221
-122
| -2% | -$14.7K | 0.03% | 306 |
|
|
2020
Q3 | $621K | Sell |
5,343
-3,404
| -39% | -$396K | 0.04% | 270 |
|
|
2020
Q2 | $1.01M | Buy |
8,747
+577
| +7% | +$66.6K | 0.07% | 205 |
|
|
2020
Q1 | $867K | Buy |
8,170
+640
| +8% | +$67.9K | 0.08% | 207 |
|
|
2019
Q4 | $965K | Sell |
7,530
-1,594
| -17% | -$204K | 0.08% | 193 |
|
|
2019
Q3 | $1.27M | Buy |
9,124
+3,282
| +56% | +$456K | 0.11% | 155 |
|
|
2019
Q2 | $771K | Buy |
5,842
+2,935
| +101% | +$387K | 0.06% | 187 |
|
|
2019
Q1 | $397K | Buy |
2,907
+1,606
| +123% | +$219K | 0.06% | 197 |
|
|
2018
Q4 | $141K | Sell |
1,301
-1,289
| -50% | -$140K | 0.02% | 297 |
|
|
2018
Q3 | $374K | Buy |
2,590
+7
| +0.3% | +$1.01K | 0.09% | 122 |
|
|
2018
Q2 | $345K | Sell |
2,583
-470
| -15% | -$62.8K | 0.07% | 155 |
|
|
2018
Q1 | $448K | Sell |
3,053
-202
| -6% | -$29.6K | 0.1% | 141 |
|
|
2017
Q4 | $478K | Buy |
3,255
+1,803
| +124% | +$265K | 0.05% | 130 |
|
|
2017
Q3 | $201K | Sell |
1,452
-1,335
| -48% | -$185K | 0.07% | 148 |
|
|
2017
Q2 | $410K | Buy |
+2,787
| New | +$410K | 0.12% | 126 |
|