RWA Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
44,015
+1,701
| +4% | +$501K | 0.16% | 87 |
|
|
2025
Q1 | $10.5M | Sell |
42,314
-7,744
| -15% | -$1.93M | 0.13% | 98 |
|
|
2024
Q4 | $11M | Sell |
50,058
-2,514
| -5% | -$553K | 0.14% | 95 |
|
|
2024
Q3 | $11.6M | Buy |
52,572
+1,709
| +3% | +$378K | 0.15% | 90 |
|
|
2024
Q2 | $8.8M | Buy |
50,863
+418
| +0.8% | +$72.3K | 0.12% | 106 |
|
|
2024
Q1 | $9.63M | Sell |
50,445
-1,700
| -3% | -$325K | 0.13% | 100 |
|
|
2023
Q4 | $8.53M | Buy |
52,145
+44,899
| +620% | +$7.34M | 0.12% | 100 |
|
|
2023
Q3 | $1.02M | Buy |
7,246
+2,180
| +43% | +$306K | 0.02% | 191 |
|
|
2023
Q2 | $678K | Sell |
5,066
-1,163
| -19% | -$156K | 0.01% | 197 |
|
|
2023
Q1 | $817K | Sell |
6,229
-87
| -1% | -$11.4K | 0.02% | 144 |
|
|
2022
Q4 | $918K | Buy |
6,316
+388
| +7% | +$56.4K | 0.02% | 138 |
|
|
2022
Q3 | $704K | Buy |
5,928
+107
| +2% | +$12.7K | 0.05% | 143 |
|
|
2022
Q2 | $822K | Buy |
5,821
+396
| +7% | +$55.9K | 0.06% | 135 |
|
|
2022
Q1 | $705K | Buy |
5,425
+217
| +4% | +$28.2K | 0.05% | 146 |
|
|
2021
Q4 | $696K | Sell |
5,208
-231
| -4% | -$30.9K | 0.05% | 152 |
|
|
2021
Q3 | $722K | Buy |
5,439
+8
| +0.1% | +$1.06K | 0.05% | 146 |
|
|
2021
Q2 | $761K | Buy |
5,431
+14
| +0.3% | +$1.96K | 0.06% | 144 |
|
|
2021
Q1 | $690K | Sell |
5,417
-876
| -14% | -$112K | 0.06% | 147 |
|
|
2020
Q4 | $757K | Buy |
6,293
+61
| +1% | +$7.34K | 0.07% | 140 |
|
|
2020
Q3 | $725K | Sell |
6,232
-922
| -13% | -$107K | 0.08% | 124 |
|
|
2020
Q2 | $826K | Buy |
7,154
+8
| +0.1% | +$924 | 0.1% | 112 |
|
|
2020
Q1 | $758K | Sell |
7,146
-282
| -4% | -$29.9K | 0.11% | 108 |
|
|
2019
Q4 | $952K | Sell |
7,428
-212
| -3% | -$27.2K | 0.09% | 124 |
|
|
2019
Q3 | $1.06M | Sell |
7,640
-82
| -1% | -$11.4K | 0.11% | 117 |
|
|
2019
Q2 | $1.02M | Buy |
7,722
+43
| +0.6% | +$5.67K | 0.11% | 118 |
|
|
2019
Q1 | $1.04M | Sell |
7,679
-179
| -2% | -$24.1K | 0.12% | 114 |
|
|
2018
Q4 | $854K | Sell |
7,858
-18,448
| -70% | -$2M | 0.11% | 119 |
|
|
2018
Q3 | $3.8M | Sell |
26,306
-1,873
| -7% | -$271K | 0.43% | 52 |
|
|
2018
Q2 | $3.76M | Buy |
28,179
+5,077
| +22% | +$678K | 0.42% | 58 |
|
|
2018
Q1 | $3.39M | Sell |
23,102
-6,843
| -23% | -$1M | 0.44% | 62 |
|
|
2017
Q4 | $4.39M | Buy |
29,945
+16,646
| +125% | +$2.44M | 0.49% | 51 |
|
|
2017
Q3 | $1.85M | Buy |
13,299
+1,010
| +8% | +$140K | 0.21% | 92 |
|
|
2017
Q2 | $1.81M | Sell |
12,289
-1,193
| -9% | -$175K | 0.22% | 84 |
|
|
2017
Q1 | $2.24M | Buy |
13,482
+10,011
| +288% | +$1.67M | 0.29% | 82 |
|
|
2016
Q4 | $551K | Buy |
+3,471
| New | +$551K | 0.5% | 18 |
|