QPWM
Quadrant Private Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
1,789
+15
| +0.8% | +$4.42K | 0.11% | 146 |
|
|
2025
Q1 | $441K | Sell |
1,774
-422
| -19% | -$105K | 0.11% | 151 |
|
|
2024
Q4 | $483K | Sell |
2,196
-398
| -15% | -$87.5K | 0.12% | 150 |
|
|
2024
Q3 | $574K | Buy |
2,594
+382
| +17% | +$84.5K | 0.14% | 135 |
|
|
2024
Q2 | $383K | Sell |
2,212
-260
| -11% | -$45K | 0.09% | 164 |
|
|
2024
Q1 | $472K | Buy |
2,472
+120
| +5% | +$22.9K | 0.12% | 143 |
|
|
2023
Q4 | $385K | Sell |
2,352
-300
| -11% | -$49.1K | 0.11% | 155 |
|
|
2023
Q3 | $372K | Sell |
2,652
-400
| -13% | -$56.1K | 0.13% | 142 |
|
|
2023
Q2 | $408K | Sell |
3,052
-12
| -0.4% | -$1.61K | 0.12% | 151 |
|
|
2023
Q1 | $402K | Buy |
3,064
+731
| +31% | +$95.8K | 0.13% | 142 |
|
|
2022
Q4 | $329K | Buy |
+2,333
| New | +$329K | 0.11% | 163 |
|
|
2022
Q2 | $358K | Sell |
2,533
-306
| -11% | -$43.2K | 0.15% | 129 |
|
|
2022
Q1 | $369K | Sell |
2,839
-112
| -4% | -$14.6K | 0.14% | 145 |
|
|
2021
Q4 | $394K | Sell |
2,951
-767
| -21% | -$102K | 0.15% | 141 |
|
|
2021
Q3 | $517K | Sell |
3,718
-300
| -7% | -$41.7K | 0.21% | 102 |
|
|
2021
Q2 | $589K | Sell |
4,018
-250
| -6% | -$36.6K | 0.24% | 93 |
|
|
2021
Q1 | $569K | Sell |
4,268
-1,046
| -20% | -$139K | 0.25% | 91 |
|
|
2020
Q4 | $669K | Sell |
5,314
-58
| -1% | -$7.3K | 0.3% | 78 |
|
|
2020
Q3 | $654K | Sell |
5,372
-1,401
| -21% | -$171K | 0.33% | 76 |
|
|
2020
Q2 | $818K | Sell |
6,773
-100
| -1% | -$12.1K | 0.47% | 56 |
|
|
2020
Q1 | $762K | Buy |
6,873
+2,273
| +49% | +$252K | 0.64% | 42 |
|
|
2019
Q4 | $617K | Sell |
4,600
-879
| -16% | -$118K | 0.55% | 44 |
|
|
2019
Q3 | $797K | Sell |
5,479
-6
| -0.1% | -$873 | 0.73% | 30 |
|
|
2019
Q2 | $756K | Hold |
5,485
| – | – | 0.69% | 33 |
|
|
2019
Q1 | $774K | Buy |
5,485
+520
| +10% | +$73.4K | 0.71% | 32 |
|
|
2018
Q4 | $564K | Buy |
4,965
+870
| +21% | +$98.8K | 0.6% | 41 |
|
|
2018
Q3 | $619K | Buy |
4,095
+600
| +17% | +$90.7K | 0.55% | 41 |
|
|
2018
Q2 | $488K | Buy |
3,495
+463
| +15% | +$64.6K | 0.48% | 44 |
|
|
2018
Q1 | $465K | Buy |
3,032
+269
| +10% | +$41.3K | 0.61% | 39 |
|
|
2017
Q4 | $424K | Buy |
+2,763
| New | +$424K | 0.44% | 48 |
|