Perigon 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 | $6.4M | Sell |
21,715
-336
| -2% | -$99K | 0.15% | 139 |
|
|
2025
Q1 | $5.48M | Buy |
22,051
+91
| +0.4% | +$22.6K | 0.14% | 149 |
|
|
2024
Q4 | $4.89M | Buy |
21,960
+1,213
| +6% | +$270K | 0.12% | 163 |
|
|
2024
Q3 | $4.59M | Sell |
20,747
-11,176
| -35% | -$2.47M | 0.12% | 157 |
|
|
2024
Q2 | $5.52M | Buy |
31,923
+10,676
| +50% | +$1.85M | 0.16% | 133 |
|
|
2024
Q1 | $4.06M | Buy |
21,247
+1,007
| +5% | +$192K | 0.12% | 163 |
|
|
2023
Q4 | $3.31M | Buy |
20,240
+1,535
| +8% | +$251K | 0.11% | 166 |
|
|
2023
Q3 | $2.62M | Buy |
18,705
+873
| +5% | +$122K | 0.11% | 174 |
|
|
2023
Q2 | $2.39M | Buy |
17,832
+1,099
| +7% | +$147K | 0.09% | 192 |
|
|
2023
Q1 | $2.19M | Buy |
16,733
+1,460
| +10% | +$191K | 0.12% | 172 |
|
|
2022
Q4 | $2.15M | Buy |
15,273
+4,953
| +48% | +$698K | 0.13% | 164 |
|
|
2022
Q3 | $1.23M | Buy |
10,320
+271
| +3% | +$32.2K | 0.11% | 181 |
|
|
2022
Q2 | $1.42M | Buy |
10,049
+847
| +9% | +$120K | 0.12% | 160 |
|
|
2022
Q1 | $1.2M | Buy |
9,202
+426
| +5% | +$55.4K | 0.08% | 204 |
|
|
2021
Q4 | $1.17M | Sell |
8,776
-238
| -3% | -$31.8K | 0.08% | 200 |
|
|
2021
Q3 | $1.2M | Sell |
9,014
-552
| -6% | -$73.3K | 0.1% | 178 |
|
|
2021
Q2 | $1.34M | Buy |
9,566
+151
| +2% | +$21.2K | 0.12% | 155 |
|
|
2021
Q1 | $1.2M | Buy |
9,415
+6,023
| +178% | +$767K | 0.12% | 159 |
|
|
2020
Q4 | $408K | Buy |
3,392
+183
| +6% | +$22K | 0.05% | 283 |
|
|
2020
Q3 | $373K | Sell |
3,209
-1,143
| -26% | -$133K | 0.05% | 262 |
|
|
2020
Q2 | $502K | Buy |
4,352
+997
| +30% | +$115K | 0.08% | 198 |
|
|
2020
Q1 | $390K | Buy |
3,355
+1,130
| +51% | +$131K | 0.07% | 201 |
|
|
2019
Q4 | $285K | Sell |
2,225
-211
| -9% | -$27K | 0.06% | 202 |
|
|
2019
Q3 | $333K | Sell |
2,436
-1,280
| -34% | -$175K | 0.08% | 162 |
|
|
2019
Q2 | $490K | Buy |
+3,716
| New | +$490K | 0.11% | 128 |
|
|
2018
Q4 | – | Sell |
-2,634
| Closed | -$381K | – | 247 |
|
|
2018
Q3 | $381K | Sell |
2,634
-2,426
| -48% | -$351K | 0.09% | 147 |
|
|
2018
Q2 | $676K | Sell |
5,060
-2,430
| -32% | -$325K | 0.2% | 103 |
|
|
2018
Q1 | $1.1M | Buy |
7,490
+1,411
| +23% | +$207K | 0.4% | 52 |
|
|
2017
Q4 | $892K | Sell |
6,079
-2,375
| -28% | -$348K | 0.33% | 56 |
|
|
2017
Q3 | $1.17M | Sell |
8,454
-8,434
| -50% | -$1.17M | 0.38% | 60 |
|
|
2017
Q2 | $2.48M | Sell |
16,888
-10,399
| -38% | -$1.53M | 0.54% | 55 |
|
|
2017
Q1 | $4.54M | Buy |
27,287
+209
| +0.8% | +$34.8K | 0.96% | 26 |
|
|
2016
Q4 | $4.7M | Buy |
27,078
+12,115
| +81% | +$2.1M | 1.03% | 27 |
|
|
2016
Q3 | $2.27M | Sell |
14,963
-96
| -0.6% | -$14.6K | 0.58% | 53 |
|
|
2016
Q2 | $2.19M | Sell |
15,059
-1,902
| -11% | -$276K | 0.58% | 51 |
|
|
2016
Q1 | $2.23M | Hold |
16,961
| – | – | 0.69% | 43 |
|
|
2015
Q4 | $2.23M | Buy |
16,961
+4,355
| +35% | +$573K | 0.62% | 46 |
|
|
2015
Q3 | $1.75M | Sell |
12,606
-2,433
| -16% | -$337K | 0.52% | 51 |
|
|
2015
Q2 | $2.34M | Buy |
15,039
+290
| +2% | +$45.1K | 0.62% | 46 |
|
|
2015
Q1 | $2.26M | Buy |
14,749
+143
| +1% | +$21.9K | 0.62% | 45 |
|
|
2014
Q4 | $2.24M | Sell |
14,606
-861
| -6% | -$132K | 0.67% | 41 |
|
|
2014
Q3 | $2.81M | Sell |
15,467
-2,110
| -12% | -$383K | 0.84% | 32 |
|
|
2014
Q2 | $3.05M | Buy |
17,577
+2,273
| +15% | +$394K | 0.87% | 32 |
|
|
2014
Q1 | $2.82M | Buy |
15,304
+62
| +0.4% | +$11.4K | 1.55% | 20 |
|
|
2013
Q4 | $2.73M | Buy |
+15,242
| New | +$2.73M | 1.52% | 22 |
|