SteelPeak Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
45,375
+5,696
| +14% | +$1.68M | 0.52% | 46 |
|
|
2025
Q1 | $9.87M | Sell |
39,679
-8,616
| -18% | -$2.14M | 0.41% | 58 |
|
|
2024
Q4 | $10.6M | Buy |
48,295
+17,473
| +57% | +$3.84M | 0.43% | 47 |
|
|
2024
Q3 | $6.81M | Sell |
30,822
-59,596
| -66% | -$13.2M | 0.3% | 71 |
|
|
2024
Q2 | $15.6M | Buy |
90,418
+12,407
| +16% | +$2.15M | 0.72% | 33 |
|
|
2024
Q1 | $14.9M | Sell |
78,011
-5,162
| -6% | -$986K | 0.75% | 32 |
|
|
2023
Q4 | $13.6M | Buy |
83,173
+76,638
| +1,173% | +$12.5M | 0.79% | 27 |
|
|
2023
Q3 | $917K | Sell |
6,535
-35,596
| -84% | -$4.99M | 0.06% | 191 |
|
|
2023
Q2 | $5.64M | Sell |
42,131
-35,738
| -46% | -$4.78M | 0.33% | 64 |
|
|
2023
Q1 | $10.2M | Buy |
77,869
+21,309
| +38% | +$2.79M | 0.69% | 45 |
|
|
2022
Q4 | $7.97M | Sell |
56,560
-30,258
| -35% | -$4.26M | 0.58% | 49 |
|
|
2022
Q3 | $10.3M | Sell |
86,818
-2,483
| -3% | -$295K | 0.77% | 37 |
|
|
2022
Q2 | $12.6M | Buy |
89,301
+8,993
| +11% | +$1.27M | 0.91% | 26 |
|
|
2022
Q1 | $10.4M | Buy |
80,308
+22,403
| +39% | +$2.91M | 0.59% | 36 |
|
|
2021
Q4 | $7.74M | Sell |
57,905
-5,766
| -9% | -$771K | 0.44% | 53 |
|
|
2021
Q3 | $8.46M | Buy |
63,671
+5,954
| +10% | +$791K | 0.56% | 48 |
|
|
2021
Q2 | $8.09M | Sell |
57,717
-4,152
| -7% | -$582K | 0.57% | 45 |
|
|
2021
Q1 | $7.88M | Buy |
61,869
+18,647
| +43% | +$2.38M | 0.62% | 47 |
|
|
2020
Q4 | $5.2M | Sell |
43,222
-10,151
| -19% | -$1.22M | 0.47% | 52 |
|
|
2020
Q3 | $6.21M | Sell |
53,373
-742
| -1% | -$86.3K | 0.67% | 38 |
|
|
2020
Q2 | $6.25M | Buy |
54,115
+10,432
| +24% | +$1.2M | 0.79% | 29 |
|
|
2020
Q1 | $4.63M | Buy |
43,683
+424
| +1% | +$45K | 0.73% | 37 |
|
|
2019
Q4 | $5.54M | Buy |
+43,259
| New | +$5.54M | 0.76% | 37 |
|