Principle Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
56,295
+390
| +0.7% | +$115K | 1.04% | 19 |
|
|
2025
Q1 | $13.9M | Sell |
55,905
-1,219
| -2% | -$303K | 0.99% | 24 |
|
|
2024
Q4 | $12.6M | Sell |
57,124
-221
| -0.4% | -$48.6K | 0.88% | 26 |
|
|
2024
Q3 | $12.7M | Sell |
57,345
-652
| -1% | -$144K | 0.9% | 28 |
|
|
2024
Q2 | $10M | Buy |
57,997
+805
| +1% | +$139K | 0.76% | 31 |
|
|
2024
Q1 | $10.9M | Buy |
57,192
+465
| +0.8% | +$88.8K | 0.85% | 27 |
|
|
2023
Q4 | $9.28M | Buy |
56,727
+733
| +1% | +$120K | 0.8% | 30 |
|
|
2023
Q3 | $7.86M | Buy |
55,994
+360
| +0.6% | +$50.5K | 0.79% | 29 |
|
|
2023
Q2 | $7.44M | Buy |
55,634
+2,475
| +5% | +$331K | 0.75% | 35 |
|
|
2023
Q1 | $6.97M | Buy |
53,159
+685
| +1% | +$89.8K | 0.75% | 35 |
|
|
2022
Q4 | $7.39M | Buy |
52,474
+290
| +0.6% | +$40.9K | 0.84% | 28 |
|
|
2022
Q3 | $6.2K | Buy |
52,184
+1,700
| +3% | +$202 | 0.58% | 28 |
|
|
2022
Q2 | $7.13M | Buy |
50,484
+1,107
| +2% | +$156K | 0.86% | 23 |
|
|
2022
Q1 | $6.42M | Buy |
49,377
+1,927
| +4% | +$251K | 0.68% | 31 |
|
|
2021
Q4 | $6.34M | Sell |
47,450
-35
| -0.1% | -$4.68K | 0.67% | 27 |
|
|
2021
Q3 | $6.31M | Sell |
47,485
-905
| -2% | -$120K | 0.73% | 25 |
|
|
2021
Q2 | $6.78M | Buy |
48,390
+1,026
| +2% | +$144K | 0.77% | 25 |
|
|
2021
Q1 | $6.03M | Sell |
47,364
-3,730
| -7% | -$475K | 0.71% | 29 |
|
|
2020
Q4 | $6.15M | Buy |
51,094
+33,147
| +185% | +$3.99M | 0.81% | 23 |
|
|
2020
Q3 | $2.09M | Sell |
17,947
-1,725
| -9% | -$201K | 0.58% | 31 |
|
|
2020
Q2 | $2.27M | Buy |
19,672
+2,729
| +16% | +$315K | 0.67% | 25 |
|
|
2020
Q1 | $1.8M | Sell |
16,943
-672
| -4% | -$71.3K | 0.67% | 28 |
|
|
2019
Q4 | $2.26M | Sell |
17,615
-1,616
| -8% | -$207K | 0.72% | 34 |
|
|
2019
Q3 | $2.67M | Buy |
19,231
+14,734
| +328% | +$2.05M | 0.92% | 28 |
|
|
2019
Q2 | $593K | Buy |
4,497
+1,498
| +50% | +$198K | 0.31% | 61 |
|
|
2019
Q1 | $405K | Sell |
2,999
-749
| -20% | -$101K | 0.23% | 77 |
|
|
2018
Q4 | $407K | Buy |
+3,748
| New | +$407K | 0.34% | 66 |
|