SWM
SeaCrest Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
11,484
-445
| -4% | -$131K | 0.37% | 48 |
|
|
2025
Q1 | $2.97M | Sell |
11,929
-108
| -0.9% | -$26.9K | 0.34% | 48 |
|
|
2024
Q4 | $2.65M | Sell |
12,037
-3,888
| -24% | -$855K | 0.28% | 56 |
|
|
2024
Q3 | $3.52M | Buy |
15,925
+72
| +0.5% | +$15.9K | 0.38% | 41 |
|
|
2024
Q2 | $2.74M | Sell |
15,853
-8,446
| -35% | -$1.46M | 0.31% | 50 |
|
|
2024
Q1 | $4.64M | Sell |
24,299
-7,892
| -25% | -$1.51M | 0.57% | 27 |
|
|
2023
Q4 | $5.12M | Sell |
32,191
-3,014
| -9% | -$480K | 0.63% | 24 |
|
|
2023
Q3 | $4.94M | Sell |
35,205
-2
| -0% | -$281 | 0.64% | 22 |
|
|
2023
Q2 | $4.71M | Sell |
35,207
-4,792
| -12% | -$641K | 0.59% | 25 |
|
|
2023
Q1 | $5.24M | Buy |
39,999
+328
| +0.8% | +$43K | 0.71% | 21 |
|
|
2022
Q4 | $5.59M | Buy |
39,671
+812
| +2% | +$114K | 0.8% | 21 |
|
|
2022
Q3 | $4.62M | Sell |
38,859
-7,860
| -17% | -$934K | 0.7% | 24 |
|
|
2022
Q2 | $6.6M | Buy |
46,719
+5,536
| +13% | +$782K | 0.83% | 13 |
|
|
2022
Q1 | $5.36M | Buy |
41,183
+2,739
| +7% | +$356K | 0.62% | 26 |
|
|
2021
Q4 | $5.14M | Buy |
38,444
+451
| +1% | +$60.3K | 0.56% | 30 |
|
|
2021
Q3 | $5.28M | Buy |
37,993
+47
| +0.1% | +$6.53K | 0.64% | 29 |
|
|
2021
Q2 | $5.56M | Buy |
37,946
+773
| +2% | +$113K | 0.67% | 23 |
|
|
2021
Q1 | $4.95M | Buy |
37,173
+3,755
| +11% | +$500K | 0.66% | 27 |
|
|
2020
Q4 | $4.21M | Buy |
33,418
+1,093
| +3% | +$138K | 0.59% | 32 |
|
|
2020
Q3 | $3.93M | Sell |
32,325
-211
| -0.6% | -$25.7K | 0.63% | 30 |
|
|
2020
Q2 | $3.93M | Buy |
32,536
+1,208
| +4% | +$146K | 0.68% | 26 |
|
|
2020
Q1 | $3.48M | Buy |
31,328
+2,239
| +8% | +$248K | 0.75% | 27 |
|
|
2019
Q4 | $3.9M | Buy |
29,089
+299
| +1% | +$40.1K | 0.65% | 30 |
|
|
2019
Q3 | $4.19M | Buy |
28,790
+301
| +1% | +$43.8K | 0.78% | 17 |
|
|
2019
Q2 | $3.93M | Sell |
28,489
-3,190
| -10% | -$440K | 0.8% | 20 |
|
|
2019
Q1 | $4.47M | Buy |
31,679
+3,224
| +11% | +$455K | 0.77% | 16 |
|
|
2018
Q4 | $3.23M | Sell |
28,455
-820
| -3% | -$93.2K | 0.67% | 25 |
|
|
2018
Q3 | $4.43M | Buy |
29,275
+4,645
| +19% | +$702K | 0.75% | 18 |
|
|
2018
Q2 | $3.44M | Sell |
24,630
-2,096
| -8% | -$293K | 0.62% | 25 |
|
|
2018
Q1 | $4.1M | Buy |
26,726
+2,504
| +10% | +$384K | 0.75% | 16 |
|
|
2017
Q4 | $3.72M | Buy |
+24,222
| New | +$3.72M | 0.68% | 23 |
|