Spire Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
12,066
-690
| -5% | -$203K | 0.13% | 139 |
|
|
2025
Q1 | $3.17M | Buy |
12,756
+263
| +2% | +$65.4K | 0.1% | 181 |
|
|
2024
Q4 | $2.75M | Sell |
12,493
-776
| -6% | -$171K | 0.09% | 204 |
|
|
2024
Q3 | $2.93M | Sell |
13,269
-536
| -4% | -$119K | 0.1% | 169 |
|
|
2024
Q2 | $2.39M | Sell |
13,805
-1,804
| -12% | -$312K | 0.08% | 209 |
|
|
2024
Q1 | $2.98M | Sell |
15,609
-189
| -1% | -$36.1K | 0.05% | 199 |
|
|
2023
Q4 | $2.71M | Sell |
15,798
-222
| -1% | -$38.1K | 0.09% | 197 |
|
|
2023
Q3 | $2.25M | Sell |
16,020
-756
| -5% | -$106K | 0.09% | 202 |
|
|
2023
Q2 | $2.24M | Sell |
16,776
-538
| -3% | -$72K | 0.08% | 222 |
|
|
2023
Q1 | $2.27M | Buy |
17,314
+2,774
| +19% | +$364K | 0.09% | 214 |
|
|
2022
Q4 | $2.05M | Buy |
14,540
+1,730
| +14% | +$244K | 0.12% | 154 |
|
|
2022
Q3 | $1.52M | Sell |
12,810
-8,348
| -39% | -$992K | 0.09% | 155 |
|
|
2022
Q2 | $2.99M | Sell |
21,158
-1,317
| -6% | -$186K | 0.12% | 160 |
|
|
2022
Q1 | $2.92M | Sell |
22,475
-11,819
| -34% | -$1.54M | 0.08% | 220 |
|
|
2021
Q4 | $4.61M | Buy |
34,294
+7,010
| +26% | +$943K | 0.1% | 182 |
|
|
2021
Q3 | $3.62M | Buy |
27,284
+3,357
| +14% | +$446K | 0.1% | 195 |
|
|
2021
Q2 | $3.37M | Sell |
23,927
-6,557
| -22% | -$923K | 0.09% | 207 |
|
|
2021
Q1 | $3.89M | Buy |
+30,484
| New | +$3.89M | 0.1% | 185 |
|