RWM
Ritholtz Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
15,322
+1,207
| +9% | +$356K | 0.1% | 124 |
|
|
2025
Q1 | $3.51M | Buy |
14,115
+2,362
| +20% | +$587K | 0.1% | 134 |
|
|
2024
Q4 | $2.58M | Buy |
11,753
+1,157
| +11% | +$254K | 0.08% | 180 |
|
|
2024
Q3 | $2.34M | Buy |
10,596
+862
| +9% | +$191K | 0.07% | 195 |
|
|
2024
Q2 | $1.68M | Sell |
9,734
-731
| -7% | -$126K | 0.06% | 232 |
|
|
2024
Q1 | $2M | Buy |
10,465
+756
| +8% | +$144K | 0.07% | 197 |
|
|
2023
Q4 | $1.59M | Buy |
9,709
+233
| +2% | +$38.1K | 0.06% | 207 |
|
|
2023
Q3 | $1.33M | Buy |
9,476
+1,196
| +14% | +$168K | 0.06% | 213 |
|
|
2023
Q2 | $1.11M | Sell |
8,280
-1,583
| -16% | -$212K | 0.05% | 248 |
|
|
2023
Q1 | $1.29M | Buy |
9,863
+909
| +10% | +$119K | 0.06% | 200 |
|
|
2022
Q4 | $1.26M | Sell |
8,954
-3,981
| -31% | -$561K | 0.07% | 197 |
|
|
2022
Q3 | $1.54M | Buy |
12,935
+3,451
| +36% | +$410K | 0.08% | 176 |
|
|
2022
Q2 | $1.34M | Buy |
9,484
+2,004
| +27% | +$283K | 0.08% | 145 |
|
|
2022
Q1 | $973K | Sell |
7,480
-885
| -11% | -$115K | 0.07% | 191 |
|
|
2021
Q4 | $1.12M | Buy |
8,365
+1,061
| +15% | +$142K | 0.07% | 150 |
|
|
2021
Q3 | $1.02M | Sell |
7,304
-357
| -5% | -$49.6K | 0.07% | 138 |
|
|
2021
Q2 | $1.12M | Buy |
7,661
+1,804
| +31% | +$264K | 0.08% | 120 |
|
|
2021
Q1 | $781K | Buy |
5,857
+1,585
| +37% | +$211K | 0.07% | 142 |
|
|
2020
Q4 | $538K | Buy |
4,272
+355
| +9% | +$44.7K | 0.05% | 156 |
|
|
2020
Q3 | $477K | Buy |
3,917
+514
| +15% | +$62.6K | 0.05% | 145 |
|
|
2020
Q2 | $411K | Buy |
3,403
+1,299
| +62% | +$157K | 0.05% | 133 |
|
|
2020
Q1 | $233K | Sell |
2,104
-4,388
| -68% | -$486K | 0.04% | 130 |
|
|
2019
Q4 | $870K | Buy |
6,492
+3,873
| +148% | +$519K | 0.13% | 61 |
|
|
2019
Q3 | $381K | Buy |
2,619
+232
| +10% | +$33.8K | 0.06% | 93 |
|
|
2019
Q2 | $329K | Buy |
2,387
+282
| +13% | +$38.9K | 0.06% | 100 |
|
|
2019
Q1 | $297K | Sell |
2,105
-164
| -7% | -$23.1K | 0.05% | 102 |
|
|
2018
Q4 | $258K | Sell |
2,269
-440
| -16% | -$50K | 0.06% | 103 |
|
|
2018
Q3 | $410K | Sell |
2,709
-13
| -0.5% | -$1.97K | 0.1% | 74 |
|
|
2018
Q2 | $380K | Buy |
2,722
+39
| +1% | +$5.45K | 0.1% | 72 |
|
|
2018
Q1 | $412K | Sell |
2,683
-30
| -1% | -$4.61K | 0.12% | 64 |
|
|
2017
Q4 | $416K | Buy |
+2,713
| New | +$416K | 0.12% | 72 |
|