Prestige Wealth Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
487
-6
| -1% | -$1.77K | 0.03% | 188 |
|
|
2025
Q1 | $123K | Hold |
493
| – | – | 0.03% | 187 |
|
|
2024
Q4 | $108K | Hold |
493
| – | – | 0.02% | 195 |
|
|
2024
Q3 | $109K | Hold |
493
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $85.3K | Sell |
493
-70
| -12% | -$12.1K | 0.02% | 183 |
|
|
2024
Q1 | $108K | Sell |
563
-140
| -20% | -$26.7K | 0.02% | 193 |
|
|
2023
Q4 | $115K | Sell |
703
-130
| -16% | -$21.3K | 0.03% | 175 |
|
|
2023
Q3 | $117K | Buy |
833
+38
| +5% | +$5.33K | 0.03% | 173 |
|
|
2023
Q2 | $106K | Buy |
795
+105
| +15% | +$14.1K | 0.03% | 197 |
|
|
2023
Q1 | $90.5K | Sell |
690
-1,303
| -65% | -$171K | 0.02% | 196 |
|
|
2022
Q4 | $281K | Buy |
1,993
+1,277
| +178% | +$180K | 0.07% | 115 |
|
|
2022
Q3 | $85K | Buy |
716
+112
| +19% | +$13.3K | 0.02% | 183 |
|
|
2022
Q2 | $86K | Sell |
604
-7
| -1% | -$997 | 0.02% | 189 |
|
|
2022
Q1 | $79K | Buy |
611
+32
| +6% | +$4.14K | 0.02% | 208 |
|
|
2021
Q4 | $78K | Buy |
579
+126
| +28% | +$17K | 0.02% | 225 |
|
|
2021
Q3 | $60K | Hold |
453
| – | – | 0.02% | 237 |
|
|
2021
Q2 | $64K | Buy |
453
+11
| +2% | +$1.55K | 0.02% | 222 |
|
|
2021
Q1 | $56K | Buy |
442
+19
| +4% | +$2.41K | 0.02% | 241 |
|
|
2020
Q4 | $51K | Sell |
423
-50
| -11% | -$6.03K | 0.01% | 247 |
|
|
2020
Q3 | $55K | Buy |
473
+4
| +0.9% | +$465 | 0.02% | 239 |
|
|
2020
Q2 | $54K | Sell |
469
-672
| -59% | -$77.4K | 0.02% | 215 |
|
|
2020
Q1 | $121K | Buy |
1,141
+829
| +266% | +$87.9K | 0.05% | 106 |
|
|
2019
Q4 | $40K | Sell |
312
-121
| -28% | -$15.5K | 0.02% | 223 |
|
|
2019
Q3 | $61K | Buy |
433
+50
| +13% | +$7.04K | 0.04% | 186 |
|
|
2019
Q2 | $51K | Sell |
383
-109
| -22% | -$14.5K | 0.03% | 195 |
|
|
2019
Q1 | $67K | Sell |
492
-904
| -65% | -$123K | 0.04% | 172 |
|
|
2018
Q4 | $152K | Buy |
+1,396
| New | +$152K | 0.11% | 119 |
|