RPg Family Wealth Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Buy |
+18,366
| New | +$5.41M | 1.44% | 24 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$19.5K | – | 189 |
|
|
2022
Q1 | $19.5K | Hold |
150
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $20K | Sell |
150
-7
| -4% | -$936 | 0.01% | 219 |
|
|
2021
Q3 | $20.8K | Hold |
157
| – | – | 0.01% | 225 |
|
|
2021
Q2 | $22K | Buy |
+157
| New | +$22K | 0.01% | 218 |
|
|
2020
Q4 | $30.8K | Sell |
256
-14,903
| -98% | -$1.8M | 0.01% | 194 |
|
|
2020
Q3 | $1.76M | Buy |
15,159
+902
| +6% | +$105K | 0.93% | 35 |
|
|
2020
Q2 | $1.65M | Buy |
14,257
+14,100
| +8,981% | +$1.63M | 1% | 38 |
|
|
2020
Q1 | $16.6K | Hold |
157
| – | – | 0.01% | 205 |
|
|
2019
Q4 | $20.1K | Hold |
157
| – | – | 0.01% | 215 |
|
|
2019
Q3 | $21.8K | Hold |
157
| – | – | 0.01% | 215 |
|
|
2019
Q2 | $20.7K | Hold |
157
| – | – | 0.01% | 217 |
|
|
2019
Q1 | $21.2K | Hold |
157
| – | – | 0.01% | 222 |
|
|
2018
Q4 | $17.1K | Sell |
157
-52
| -25% | -$5.65K | 0.02% | 172 |
|
|
2018
Q3 | $30.2K | Hold |
209
| – | – | 0.02% | 142 |
|
|
2018
Q2 | $27.9K | Sell |
209
-6
| -3% | -$802 | 0.02% | 148 |
|
|
2018
Q1 | $31.6K | Buy |
215
+58
| +37% | +$8.53K | 0.03% | 163 |
|
|
2017
Q4 | $23K | Sell |
157
-68
| -30% | -$9.97K | 0.02% | 196 |
|
|
2017
Q3 | $31.2K | Buy |
225
+16
| +8% | +$2.22K | 0.03% | 181 |
|
|
2017
Q2 | $30.8K | Sell |
209
-16
| -7% | -$2.36K | 0.03% | 205 |
|
|
2017
Q1 | $37.4K | Sell |
225
-177
| -44% | -$29.5K | 0.03% | 161 |
|
|
2016
Q4 | $63.7K | Buy |
402
+16
| +4% | +$2.54K | 0.05% | 103 |
|
|
2016
Q3 | $58.6K | Sell |
386
-43
| -10% | -$6.53K | 0.04% | 110 |
|
|
2016
Q2 | $62.2K | Buy |
429
+241
| +128% | +$35K | 0.03% | 112 |
|
|
2016
Q1 | $27.3K | Buy |
188
+21
| +13% | +$3.05K | 0.02% | 164 |
|
|
2015
Q4 | $22K | Buy |
+167
| New | +$22K | 0.02% | 140 |
|