Plante Moran Financial 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 | $890K | Sell |
3,019
-943
| -24% | -$278K | 0.06% | 51 |
|
|
2025
Q1 | $985K | Sell |
3,962
-1,934
| -33% | -$481K | 0.08% | 41 |
|
|
2024
Q4 | $1.3M | Sell |
5,896
-414
| -7% | -$91K | 0.11% | 35 |
|
|
2024
Q3 | $1.4M | Buy |
6,310
+1,017
| +19% | +$225K | 0.12% | 37 |
|
|
2024
Q2 | $915K | Hold |
5,293
| – | – | 0.09% | 49 |
|
|
2024
Q1 | $1.01M | Buy |
5,293
+600
| +13% | +$115K | 0.11% | 48 |
|
|
2023
Q4 | $768K | Sell |
4,693
-61
| -1% | -$9.98K | 0.08% | 58 |
|
|
2023
Q3 | $667K | Buy |
4,754
+168
| +4% | +$23.6K | 0.08% | 58 |
|
|
2023
Q2 | $614K | Buy |
4,586
+215
| +5% | +$28.8K | 0.07% | 70 |
|
|
2023
Q1 | $573K | Sell |
4,371
-522
| -11% | -$68.4K | 0.08% | 71 |
|
|
2022
Q4 | $689K | Buy |
4,893
+42
| +0.9% | +$5.92K | 0.1% | 59 |
|
|
2022
Q3 | $576K | Sell |
4,851
-701
| -13% | -$83.2K | 0.1% | 67 |
|
|
2022
Q2 | $784K | Buy |
5,552
+305
| +6% | +$43.1K | 0.13% | 54 |
|
|
2022
Q1 | $682K | Sell |
5,247
-718
| -12% | -$93.3K | 0.13% | 67 |
|
|
2021
Q4 | $797K | Buy |
5,965
+2,268
| +61% | +$303K | 0.13% | 65 |
|
|
2021
Q3 | $491K | Sell |
3,697
-993
| -21% | -$132K | 0.11% | 89 |
|
|
2021
Q2 | $657K | Sell |
4,690
-75
| -2% | -$10.5K | 0.16% | 71 |
|
|
2021
Q1 | $607K | Sell |
4,765
-427
| -8% | -$54.4K | 0.17% | 68 |
|
|
2020
Q4 | $625K | Sell |
5,192
-406
| -7% | -$48.9K | 0.19% | 64 |
|
|
2020
Q3 | $651K | Buy |
5,598
+571
| +11% | +$66.4K | 0.23% | 60 |
|
|
2020
Q2 | $580K | Sell |
5,027
-253
| -5% | -$29.2K | 0.23% | 60 |
|
|
2020
Q1 | $560K | Sell |
5,280
-341
| -6% | -$36.2K | 0.26% | 58 |
|
|
2019
Q4 | $720K | Buy |
5,621
+57
| +1% | +$7.3K | 0.25% | 58 |
|
|
2019
Q3 | $773K | Buy |
5,564
+47
| +0.9% | +$6.53K | 0.23% | 60 |
|
|
2019
Q2 | $727K | Sell |
5,517
-560
| -9% | -$73.8K | 0.22% | 61 |
|
|
2019
Q1 | $820K | Buy |
6,077
+117
| +2% | +$15.8K | 0.25% | 54 |
|
|
2018
Q4 | $648K | Buy |
5,960
+293
| +5% | +$31.9K | 0.23% | 62 |
|
|
2018
Q3 | $819K | Buy |
5,667
+691
| +14% | +$99.9K | 0.27% | 52 |
|
|
2018
Q2 | $665K | Sell |
4,976
-632
| -11% | -$84.5K | 0.34% | 60 |
|
|
2018
Q1 | $823K | Buy |
5,608
+671
| +14% | +$98.5K | 0.45% | 47 |
|
|
2017
Q4 | $724K | Sell |
4,937
-419
| -8% | -$61.4K | 0.4% | 54 |
|
|
2017
Q3 | $743K | Sell |
5,356
-86
| -2% | -$11.9K | 0.44% | 48 |
|
|
2017
Q2 | $800K | Sell |
5,442
-574
| -10% | -$84.4K | 0.5% | 43 |
|
|
2017
Q1 | $1M | Buy |
6,016
+276
| +5% | +$46K | 0.6% | 32 |
|
|
2016
Q4 | $911K | Sell |
5,740
-3,649
| -39% | -$579K | 0.57% | 35 |
|
|
2016
Q3 | $1.43M | Buy |
9,389
+795
| +9% | +$121K | 0.96% | 19 |
|
|
2016
Q2 | $1.25M | Sell |
8,594
-549
| -6% | -$79.7K | 0.9% | 24 |
|
|
2016
Q1 | $1.32M | Sell |
9,143
-182
| -2% | -$26.4K | 1.02% | 18 |
|
|
2015
Q4 | $1.23M | Sell |
9,325
-716
| -7% | -$94.2K | 0.92% | 20 |
|
|
2015
Q3 | $1.39M | Sell |
10,041
-2,079
| -17% | -$288K | 1.1% | 17 |
|
|
2015
Q2 | $1.89M | Buy |
12,120
+1,397
| +13% | +$217K | 1.35% | 12 |
|
|
2015
Q1 | $1.65M | Sell |
10,723
-629
| -6% | -$96.5K | 1.15% | 16 |
|
|
2014
Q4 | $1.74M | Sell |
11,352
-187
| -2% | -$28.7K | 1.28% | 14 |
|
|
2014
Q3 | $2.09M | Sell |
11,539
-1,664
| -13% | -$302K | 1.83% | 11 |
|
|
2014
Q2 | $2.29M | Buy |
13,203
+1,942
| +17% | +$337K | 2.05% | 11 |
|
|
2014
Q1 | $2.07M | Sell |
11,261
-536
| -5% | -$98.6K | 2.26% | 9 |
|
|
2013
Q4 | $2.12M | Sell |
11,797
-123
| -1% | -$22.1K | 1.19% | 11 |
|
|
2013
Q3 | $2.11M | Buy |
11,920
+286
| +2% | +$50.6K | 1.29% | 9 |
|
|
2013
Q2 | $2.13M | Buy |
+11,634
| New | +$2.13M | 1.57% | 8 |
|