ProVise 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 | $466K | Buy |
1,581
+33
| +2% | +$9.73K | 0.04% | 176 |
|
|
2025
Q1 | $385K | Sell |
1,548
-54
| -3% | -$13.4K | 0.03% | 180 |
|
|
2024
Q4 | $352K | Sell |
1,602
-1,689
| -51% | -$371K | 0.03% | 195 |
|
|
2024
Q3 | $728K | Sell |
3,291
-14
| -0.4% | -$3.1K | 0.06% | 167 |
|
|
2024
Q2 | $572K | Buy |
3,305
+74
| +2% | +$12.8K | 0.05% | 169 |
|
|
2024
Q1 | $617K | Sell |
3,231
-2,782
| -46% | -$531K | 0.05% | 173 |
|
|
2023
Q4 | $983K | Sell |
6,013
-471
| -7% | -$77K | 0.08% | 174 |
|
|
2023
Q3 | $910K | Sell |
6,484
-4,613
| -42% | -$647K | 0.08% | 176 |
|
|
2023
Q2 | $1.48M | Buy |
11,097
+6,894
| +164% | +$922K | 0.13% | 142 |
|
|
2023
Q1 | $551K | Buy |
4,203
+1,445
| +52% | +$189K | 0.05% | 217 |
|
|
2022
Q4 | $389K | Buy |
2,758
+363
| +15% | +$51.1K | 0.04% | 232 |
|
|
2022
Q3 | $285K | Buy |
2,395
+8
| +0.3% | +$952 | 0.03% | 255 |
|
|
2022
Q2 | $337K | Sell |
2,387
-221
| -8% | -$31.2K | 0.04% | 245 |
|
|
2022
Q1 | $339K | Buy |
2,608
+259
| +11% | +$33.7K | 0.03% | 268 |
|
|
2021
Q4 | $314K | Buy |
+2,349
| New | +$314K | 0.03% | 297 |
|
|
2020
Q2 | – | Sell |
-3,373
| Closed | -$358K | – | 282 |
|
|
2020
Q1 | $358K | Buy |
3,373
+561
| +20% | +$59.5K | 0.06% | 200 |
|
|
2019
Q4 | $360K | Sell |
2,812
-5
| -0.2% | -$640 | 0.04% | 227 |
|
|
2019
Q3 | $392K | Buy |
+2,817
| New | +$392K | 0.05% | 219 |
|
|
2017
Q3 | – | Sell |
-5,302
| Closed | -$780K | – | 330 |
|
|
2017
Q2 | $780K | Sell |
5,302
-2,846
| -35% | -$419K | 0.12% | 170 |
|
|
2017
Q1 | $1.36M | Sell |
8,148
-299
| -4% | -$49.8K | 0.22% | 122 |
|
|
2016
Q4 | $1.34M | Buy |
8,447
+2,916
| +53% | +$462K | 0.23% | 121 |
|
|
2016
Q3 | $840K | Sell |
5,531
-504
| -8% | -$76.5K | 0.15% | 158 |
|
|
2016
Q2 | $876K | Sell |
6,035
-994
| -14% | -$144K | 0.16% | 147 |
|
|
2016
Q1 | $1.02M | Buy |
7,029
+907
| +15% | +$131K | 0.21% | 118 |
|
|
2015
Q4 | $806K | Buy |
6,122
+388
| +7% | +$51.1K | 0.17% | 145 |
|
|
2015
Q3 | $795K | Buy |
5,734
+171
| +3% | +$23.7K | 0.18% | 135 |
|
|
2015
Q2 | $865K | Buy |
5,563
+537
| +11% | +$83.5K | 0.18% | 133 |
|
|
2015
Q1 | $763K | Sell |
5,026
-367
| -7% | -$55.7K | 0.16% | 142 |
|
|
2014
Q4 | $827K | Sell |
5,393
-1,391
| -21% | -$213K | 0.18% | 141 |
|
|
2014
Q3 | $1.23M | Buy |
6,784
+223
| +3% | +$40.5K | 0.27% | 114 |
|
|
2014
Q2 | $1.14M | Buy |
6,561
+622
| +10% | +$108K | 0.25% | 121 |
|
|
2014
Q1 | $1.09M | Buy |
5,939
+910
| +18% | +$167K | 0.26% | 104 |
|
|
2013
Q4 | $901K | Sell |
5,029
-52
| -1% | -$9.32K | 0.23% | 125 |
|
|
2013
Q3 | $899K | Sell |
5,081
-157
| -3% | -$27.8K | 0.25% | 111 |
|
|
2013
Q2 | $957K | Buy |
+5,238
| New | +$957K | 0.28% | 99 |
|