Robertson Stephens Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
13,914
+252
| +2% | +$74.3K | 0.13% | 121 |
|
|
2025
Q1 | $3.4M | Sell |
13,662
-376
| -3% | -$93.5K | 0.12% | 140 |
|
|
2024
Q4 | $3.09M | Sell |
14,038
-193
| -1% | -$42.4K | 0.11% | 156 |
|
|
2024
Q3 | $3.15M | Buy |
14,231
+1,113
| +8% | +$246K | 0.11% | 152 |
|
|
2024
Q2 | $2.27M | Sell |
13,118
-1,382
| -10% | -$239K | 0.11% | 139 |
|
|
2024
Q1 | $2.77M | Buy |
14,500
+1,348
| +10% | +$257K | 0.15% | 116 |
|
|
2023
Q4 | $2.15M | Buy |
13,152
+651
| +5% | +$106K | 0.13% | 133 |
|
|
2023
Q3 | $1.75M | Buy |
12,501
+303
| +2% | +$42.5K | 0.12% | 154 |
|
|
2023
Q2 | $1.63M | Sell |
12,198
-655
| -5% | -$87.6K | 0.12% | 150 |
|
|
2023
Q1 | $1.68M | Buy |
12,853
+420
| +3% | +$55.1K | 0.13% | 145 |
|
|
2022
Q4 | $1.75M | Buy |
12,433
+236
| +2% | +$33.3K | 0.17% | 120 |
|
|
2022
Q3 | $1.45M | Sell |
12,197
-274
| -2% | -$32.6K | 0.15% | 117 |
|
|
2022
Q2 | $1.76M | Buy |
12,471
+2,177
| +21% | +$307K | 0.17% | 107 |
|
|
2022
Q1 | $1.34M | Buy |
10,294
+626
| +6% | +$81.4K | 0.11% | 151 |
|
|
2021
Q4 | $1.29M | Sell |
9,668
-36
| -0.4% | -$4.81K | 0.11% | 153 |
|
|
2021
Q3 | $1.29M | Sell |
9,704
-1,569
| -14% | -$208K | 0.15% | 95 |
|
|
2021
Q2 | $1.58M | Buy |
11,273
+1,482
| +15% | +$208K | 0.19% | 88 |
|
|
2021
Q1 | $1.25M | Buy |
9,791
+472
| +5% | +$60.1K | 0.2% | 86 |
|
|
2020
Q4 | $1.12M | Buy |
9,319
+523
| +6% | +$62.9K | 0.23% | 82 |
|
|
2020
Q3 | $1.02M | Buy |
+8,796
| New | +$1.02M | 0.25% | 78 |
|
|
2020
Q2 | – | Sell |
-3,884
| Closed | -$412K | – | 202 |
|
|
2020
Q1 | $412K | Buy |
3,884
+1,393
| +56% | +$148K | 0.14% | 112 |
|
|
2019
Q4 | $319K | Sell |
2,491
-1,963
| -44% | -$251K | 0.16% | 83 |
|
|
2019
Q3 | $619K | Buy |
+4,454
| New | +$619K | 0.31% | 62 |
|