Private Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Hold |
2,647
| – | – | 0.06% | 107 |
|
|
2025
Q1 | $658K | Buy |
2,647
+43
| +2% | +$10.7K | 0.05% | 110 |
|
|
2024
Q4 | $572K | Sell |
2,604
-581
| -18% | -$128K | 0.04% | 122 |
|
|
2024
Q3 | $704K | Buy |
3,185
+785
| +33% | +$174K | 0.06% | 105 |
|
|
2024
Q2 | $415K | Hold |
2,400
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $458K | Sell |
2,400
-918
| -28% | -$175K | 0.04% | 114 |
|
|
2023
Q4 | $543K | Hold |
3,318
| – | – | 0.05% | 107 |
|
|
2023
Q3 | $466K | Buy |
3,318
+50
| +2% | +$7.02K | 0.04% | 103 |
|
|
2023
Q2 | $437K | Buy |
3,268
+100
| +3% | +$13.4K | 0.04% | 108 |
|
|
2023
Q1 | $415K | Buy |
+3,168
| New | +$415K | 0.04% | 115 |
|
|
2020
Q4 | – | Sell |
-1,883
| Closed | -$219K | – | 116 |
|
|
2020
Q3 | $219K | Hold |
1,883
| – | – | 0.03% | 101 |
|
|
2020
Q2 | $217K | Buy |
+1,883
| New | +$217K | 0.03% | 98 |
|
|
2020
Q1 | – | Sell |
-1,883
| Closed | -$241K | – | 118 |
|
|
2019
Q4 | $241K | Hold |
1,883
| – | – | 0.03% | 111 |
|
|
2019
Q3 | $262K | Sell |
1,883
-418
| -18% | -$58.2K | 0.04% | 104 |
|
|
2019
Q2 | $303K | Sell |
2,301
-133
| -5% | -$17.5K | 0.05% | 105 |
|
|
2019
Q1 | $328K | Hold |
2,434
| – | – | 0.05% | 99 |
|
|
2018
Q4 | $265K | Sell |
2,434
-1,599
| -40% | -$174K | 0.05% | 88 |
|
|
2018
Q3 | $583K | Hold |
4,033
| – | – | 0.09% | 85 |
|
|
2018
Q2 | $539K | Sell |
4,033
-28
| -0.7% | -$3.74K | 0.09% | 86 |
|
|
2018
Q1 | $596K | Sell |
4,061
-1,537
| -27% | -$226K | 0.1% | 87 |
|
|
2017
Q4 | $821K | Sell |
5,598
-251
| -4% | -$36.8K | 0.15% | 81 |
|
|
2017
Q3 | $811K | Buy |
5,849
+21
| +0.4% | +$2.91K | 0.16% | 81 |
|
|
2017
Q2 | $857K | Hold |
5,828
| – | – | 0.19% | 70 |
|
|
2017
Q1 | $970K | Buy |
5,828
+532
| +10% | +$88.5K | 0.22% | 62 |
|
|
2016
Q4 | $840K | Sell |
5,296
-119
| -2% | -$18.9K | 0.2% | 61 |
|
|
2016
Q3 | $822K | Hold |
5,415
| – | – | 0.2% | 68 |
|
|
2016
Q2 | $786K | Hold |
5,415
| – | – | 0.19% | 73 |
|
|
2016
Q1 | $784K | Sell |
5,415
-105
| -2% | -$15.2K | 0.19% | 75 |
|
|
2015
Q4 | $726K | Sell |
5,520
-178
| -3% | -$23.4K | 0.17% | 86 |
|
|
2015
Q3 | $790K | Sell |
5,698
-1,378
| -19% | -$191K | 0.2% | 84 |
|
|
2015
Q2 | $1.1M | Sell |
7,076
-1,036
| -13% | -$161K | 0.25% | 74 |
|
|
2015
Q1 | $1.25M | Sell |
8,112
-282
| -3% | -$43.3K | 0.29% | 72 |
|
|
2014
Q4 | $1.29M | Sell |
8,394
-7,106
| -46% | -$1.09M | 0.3% | 73 |
|
|
2014
Q3 | $2.81M | Buy |
15,500
+1,083
| +8% | +$197K | 0.62% | 48 |
|
|
2014
Q2 | $2.5M | Sell |
14,417
-497
| -3% | -$86.1K | 0.55% | 51 |
|
|
2014
Q1 | $2.75M | Buy |
14,914
+408
| +3% | +$75.1K | 0.65% | 44 |
|
|
2013
Q4 | $2.6M | Buy |
14,506
+88
| +0.6% | +$15.8K | 0.58% | 52 |
|
|
2013
Q3 | $2.55M | Sell |
14,418
-8,385
| -37% | -$1.48M | 0.6% | 51 |
|
|
2013
Q2 | $4.17M | Buy |
+22,803
| New | +$4.17M | 1.04% | 27 |
|