Steward Partners Investment Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.4M | Buy |
147,225
+2,054
| +1% | +$605K | 0.34% | 52 |
|
|
2025
Q1 | $36.1M | Buy |
145,171
+18,437
| +15% | +$4.58M | 0.32% | 61 |
|
|
2024
Q4 | $27.9M | Buy |
126,734
+25,457
| +25% | +$5.6M | 0.25% | 83 |
|
|
2024
Q3 | $22.4M | Buy |
101,277
+8,013
| +9% | +$1.77M | 0.21% | 102 |
|
|
2024
Q2 | $16.1M | Buy |
93,264
+3,864
| +4% | +$668K | 0.17% | 120 |
|
|
2024
Q1 | $17.1M | Sell |
89,400
-8,122
| -8% | -$1.55M | 0.19% | 112 |
|
|
2023
Q4 | $15.9M | Buy |
97,522
+12,717
| +15% | +$2.08M | 0.22% | 95 |
|
|
2023
Q3 | $11.9M | Buy |
84,805
+18,112
| +27% | +$2.54M | 0.18% | 122 |
|
|
2023
Q2 | $8.92M | Buy |
66,693
+421
| +0.6% | +$56.3K | 0.13% | 163 |
|
|
2023
Q1 | $8.69M | Sell |
66,272
-474
| -0.7% | -$62.1K | 0.14% | 167 |
|
|
2022
Q4 | $9.4M | Buy |
66,746
+3,014
| +5% | +$425K | 0.16% | 150 |
|
|
2022
Q3 | $7.57M | Buy |
63,732
+1,463
| +2% | +$174K | 0.14% | 168 |
|
|
2022
Q2 | $8.79M | Sell |
62,269
-1,837
| -3% | -$259K | 0.16% | 145 |
|
|
2022
Q1 | $8.34M | Sell |
64,106
-7,457
| -10% | -$970K | 0.13% | 180 |
|
|
2021
Q4 | $9.57M | Sell |
71,563
-4,803
| -6% | -$642K | 0.15% | 159 |
|
|
2021
Q3 | $10.1M | Buy |
76,366
+16,146
| +27% | +$2.14M | 0.17% | 136 |
|
|
2021
Q2 | $8.44M | Sell |
60,220
-24,970
| -29% | -$3.5M | 0.14% | 156 |
|
|
2021
Q1 | $10.9M | Buy |
85,190
+29,909
| +54% | +$3.81M | 0.19% | 126 |
|
|
2020
Q4 | $6.65M | Sell |
55,281
-2,618
| -5% | -$315K | 0.14% | 154 |
|
|
2020
Q3 | $6.74M | Buy |
57,899
+357
| +0.6% | +$41.5K | 0.17% | 136 |
|
|
2020
Q2 | $6.64M | Buy |
57,542
+9,292
| +19% | +$1.07M | 0.19% | 135 |
|
|
2020
Q1 | $5.12M | Sell |
48,250
-485
| -1% | -$51.4K | 0.19% | 133 |
|
|
2019
Q4 | $6.25M | Sell |
48,735
-4,623
| -9% | -$592K | 0.18% | 125 |
|
|
2019
Q3 | $7.42M | Buy |
53,358
+6,962
| +15% | +$968K | 0.25% | 100 |
|
|
2019
Q2 | $6.12M | Buy |
46,396
+1,624
| +4% | +$214K | 0.22% | 101 |
|
|
2019
Q1 | $6.04M | Buy |
44,772
+6,689
| +18% | +$902K | 0.26% | 97 |
|
|
2018
Q4 | $4.14M | Sell |
38,083
-15,938
| -30% | -$1.73M | 0.2% | 123 |
|
|
2018
Q3 | $7.81M | Buy |
54,021
+4,133
| +8% | +$597K | 0.37% | 62 |
|
|
2018
Q2 | $6.66M | Buy |
49,888
+7,215
| +17% | +$964K | 0.4% | 54 |
|
|
2018
Q1 | $6.26M | Buy |
42,673
+2,149
| +5% | +$315K | 0.43% | 45 |
|
|
2017
Q4 | $5.94M | Buy |
40,524
+5,519
| +16% | +$809K | 0.45% | 45 |
|
|
2017
Q3 | $4.86M | Buy |
35,005
+2,339
| +7% | +$324K | 0.49% | 54 |
|
|
2017
Q2 | $4.8M | Buy |
32,666
+3,523
| +12% | +$518K | 0.54% | 49 |
|
|
2017
Q1 | $4.85M | Buy |
+29,143
| New | +$4.85M | 0.73% | 36 |
|