RMR Wealth Builders’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.27M | Buy |
13,471
+1,830
| +16% | +$495K | 0.26% | 56 |
|
|
2025
Q4 | $3.45M | Buy |
11,641
+785
| +7% | +$235K | 0.28% | 52 |
|
|
2025
Q3 | $3.06M | Buy |
10,856
+810
| +8% | +$212K | 0.26% | 52 |
|
|
2025
Q2 | $2.96M | Buy |
10,046
+1,694
| +20% | +$436K | 0.27% | 49 |
|
|
2025
Q1 | $2.08M | Buy |
8,352
+263
| +3% | +$64.3K | 0.22% | 62 |
|
|
2024
Q4 | $1.78M | Buy |
8,089
+5,663
| +233% | +$1.26M | 0.18% | 66 |
|
|
2024
Q3 | $536K | Buy |
2,426
+101
| +4% | +$19.8K | 0.06% | 149 |
|
|
2024
Q2 | $402K | Sell |
2,325
-1,192
| -34% | -$207K | 0.05% | 168 |
|
|
2024
Q1 | $672K | Buy |
3,517
+118
| +3% | +$21.5K | 0.08% | 125 |
|
|
2023
Q4 | $556K | Buy |
3,399
+24
| +0.7% | +$3.63K | 0.08% | 133 |
|
|
2023
Q3 | $474K | Buy |
3,375
+90
| +3% | +$12.8K | 0.08% | 142 |
|
|
2023
Q2 | $440K | Buy |
3,285
+691
| +27% | +$89.2K | 0.07% | 128 |
|
|
2023
Q1 | $340K | Sell |
2,594
-888
| -26% | -$119K | 0.06% | 152 |
|
|
2022
Q4 | $491K | Sell |
3,482
-475
| -12% | -$65.5K | 0.11% | 96 |
|
|
2022
Q3 | $470K | Sell |
3,957
-49
| -1% | -$6.43K | 0.12% | 95 |
|
|
2022
Q2 | $566K | Sell |
4,006
-269
| -6% | -$36.3K | 0.14% | 98 |
|
|
2022
Q1 | $556K | Sell |
4,275
-94
| -2% | -$12.3K | 0.12% | 111 |
|
|
2021
Q4 | $584K | Buy |
4,369
+1,256
| +40% | +$158K | 0.17% | 62 |
|
|
2021
Q3 | $414K | Buy |
3,113
+415
| +15% | +$55.5K | 0.12% | 111 |
|
|
2021
Q2 | $378K | Sell |
2,698
-936
| -26% | -$128K | 0.12% | 116 |
|
|
2021
Q1 | $463K | Buy |
3,634
+2,374
| +188% | +$284K | 0.12% | 105 |
|
|
2020
Q4 | $152K | Sell |
1,260
-3,108
| -71% | -$359K | 0.07% | 175 |
|
|
2020
Q3 | $508K | Buy |
4,368
+3,115
| +249% | +$367K | 0.13% | 118 |
|
|
2020
Q2 | $144K | Buy |
+1,253
| New | +$146K | 0.13% | 135 |
|
|
2019
Q4 | $74K | Buy |
+575
| New | +$74.7K | 0.07% | 198 |
|
Other funds holding IBM
VCM
VPM
