Soltis Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
5,165
+1,544
| +43% | +$455K | 0.12% | 148 |
|
|
2025
Q1 | $900K | Sell |
3,621
-83
| -2% | -$20.6K | 0.08% | 174 |
|
|
2024
Q4 | $814K | Buy |
3,704
+614
| +20% | +$135K | 0.08% | 186 |
|
|
2024
Q3 | $683K | Sell |
3,090
-330
| -10% | -$72.9K | 0.07% | 189 |
|
|
2024
Q2 | $591K | Buy |
3,420
+93
| +3% | +$16.1K | 0.06% | 194 |
|
|
2024
Q1 | $635K | Sell |
3,327
-607
| -15% | -$116K | 0.07% | 178 |
|
|
2023
Q4 | $643K | Sell |
3,934
-28,797
| -88% | -$4.71M | 0.07% | 167 |
|
|
2023
Q3 | $4.59M | Sell |
32,731
-17,466
| -35% | -$2.45M | 0.59% | 55 |
|
|
2023
Q2 | $6.72M | Buy |
50,197
+7,840
| +19% | +$1.05M | 0.78% | 23 |
|
|
2023
Q1 | $5.55M | Buy |
42,357
+4,393
| +12% | +$576K | 0.71% | 31 |
|
|
2022
Q4 | $5.35M | Sell |
37,964
-5,554
| -13% | -$782K | 0.7% | 33 |
|
|
2022
Q3 | $5.17M | Buy |
43,518
+9,610
| +28% | +$1.14M | 0.78% | 28 |
|
|
2022
Q2 | $4.79M | Buy |
33,908
+6,828
| +25% | +$964K | 0.7% | 31 |
|
|
2022
Q1 | $3.52M | Buy |
27,080
+5,627
| +26% | +$732K | 0.49% | 45 |
|
|
2021
Q4 | $2.87M | Buy |
21,453
+6,341
| +42% | +$847K | 0.4% | 52 |
|
|
2021
Q3 | $2.01M | Buy |
15,112
+599
| +4% | +$79.6K | 0.31% | 65 |
|
|
2021
Q2 | $2.03M | Buy |
14,513
+1,662
| +13% | +$233K | 0.32% | 66 |
|
|
2021
Q1 | $1.64M | Buy |
12,851
+2,570
| +25% | +$327K | 0.3% | 66 |
|
|
2020
Q4 | $1.24M | Buy |
10,281
+4,102
| +66% | +$494K | 0.23% | 77 |
|
|
2020
Q3 | $719K | Buy |
6,179
+673
| +12% | +$78.3K | 0.17% | 104 |
|
|
2020
Q2 | $636K | Buy |
5,506
+1,347
| +32% | +$156K | 0.16% | 97 |
|
|
2020
Q1 | $441K | Buy |
+4,159
| New | +$441K | 0.14% | 85 |
|