SWM
Stockman Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
7,894
-53,286
| -87% | -$15.7M | 0.32% | 58 |
|
|
2025
Q1 | $15.2M | Sell |
61,180
-4,945
| -7% | -$1.23M | 2.25% | 13 |
|
|
2024
Q4 | $14.5M | Sell |
66,125
-6,583
| -9% | -$1.45M | 2.28% | 11 |
|
|
2024
Q3 | $16.1M | Buy |
72,708
+925
| +1% | +$204K | 2.5% | 8 |
|
|
2024
Q2 | $12.4M | Sell |
71,783
-1,095
| -2% | -$189K | 2.18% | 12 |
|
|
2024
Q1 | $13.9M | Sell |
72,878
-4,226
| -5% | -$807K | 2.46% | 11 |
|
|
2023
Q4 | $12.6M | Buy |
77,104
+433
| +0.6% | +$70.8K | 2.52% | 9 |
|
|
2023
Q3 | $10.8M | Sell |
76,671
-656
| -0.8% | -$92K | 2.37% | 11 |
|
|
2023
Q2 | $10.3M | Buy |
77,327
+2,112
| +3% | +$283K | 2.22% | 10 |
|
|
2023
Q1 | $9.86M | Buy |
75,215
+3,254
| +5% | +$427K | 2.2% | 10 |
|
|
2022
Q4 | $10.1M | Sell |
71,961
-1,908
| -3% | -$269K | 2.33% | 9 |
|
|
2022
Q3 | $8.78M | Buy |
73,869
+11,855
| +19% | +$1.41M | 2.37% | 7 |
|
|
2022
Q2 | $8.76M | Buy |
62,014
+1,119
| +2% | +$158K | 2.23% | 12 |
|
|
2022
Q1 | $7.92M | Buy |
60,895
+2,479
| +4% | +$322K | 1.64% | 19 |
|
|
2021
Q4 | $7.81M | Buy |
58,416
+3,908
| +7% | +$522K | 1.59% | 17 |
|
|
2021
Q3 | $7.57M | Buy |
54,508
+2,032
| +4% | +$282K | 1.69% | 13 |
|
|
2021
Q2 | $7.69M | Buy |
52,476
+3,189
| +6% | +$467K | 1.84% | 10 |
|
|
2021
Q1 | $6.57M | Buy |
49,287
+3,270
| +7% | +$436K | 1.83% | 15 |
|
|
2020
Q4 | $5.79M | Buy |
46,017
+1,919
| +4% | +$242K | 1.78% | 17 |
|
|
2020
Q3 | $5.37M | Buy |
44,098
+38,650
| +709% | +$4.7M | 1.96% | 16 |
|
|
2020
Q2 | $658K | Buy |
5,448
+10
| +0.2% | +$1.21K | 0.25% | 74 |
|
|
2020
Q1 | $603K | Sell |
5,438
-54
| -1% | -$5.99K | 0.27% | 68 |
|
|
2019
Q4 | $736K | Sell |
5,492
-168
| -3% | -$22.5K | 0.26% | 72 |
|
|
2019
Q3 | $823K | Buy |
5,660
+169
| +3% | +$24.6K | 0.32% | 70 |
|
|
2019
Q2 | $757K | Sell |
5,491
-746
| -12% | -$103K | 0.31% | 70 |
|
|
2019
Q1 | $880K | Sell |
6,237
-98
| -2% | -$13.8K | 0.38% | 61 |
|
|
2018
Q4 | $720K | Sell |
6,335
-174
| -3% | -$19.8K | 0.34% | 66 |
|
|
2018
Q3 | $984K | Sell |
6,509
-9
| -0.1% | -$1.36K | 0.42% | 55 |
|
|
2018
Q2 | $910K | Buy |
6,518
+52
| +0.8% | +$7.26K | 0.42% | 58 |
|
|
2018
Q1 | $992K | Sell |
6,466
-362
| -5% | -$55.5K | 0.45% | 56 |
|
|
2017
Q4 | $1.05M | Buy |
6,828
+1,702
| +33% | +$261K | 0.47% | 55 |
|
|
2017
Q3 | $744K | Buy |
5,126
+1,578
| +44% | +$229K | 0.36% | 65 |
|
|
2017
Q2 | $546K | Sell |
3,548
-1,277
| -26% | -$197K | 0.54% | 61 |
|
|
2017
Q1 | $840K | Sell |
4,825
-42
| -0.9% | -$7.31K | 0.48% | 53 |
|
|
2016
Q4 | $808K | Buy |
4,867
+27
| +0.6% | +$4.48K | 0.49% | 51 |
|
|
2016
Q3 | $769K | Buy |
4,840
+126
| +3% | +$20K | 0.48% | 54 |
|
|
2016
Q2 | $716K | Sell |
4,714
-849
| -15% | -$129K | 0.56% | 52 |
|
|
2016
Q1 | $843K | Sell |
5,563
-2,569
| -32% | -$389K | 0.67% | 48 |
|
|
2015
Q4 | $1.12M | Sell |
8,132
-809
| -9% | -$111K | 0.91% | 45 |
|
|
2015
Q3 | $1.3M | Buy |
8,941
+1,161
| +15% | +$168K | 1.12% | 42 |
|
|
2015
Q2 | $1.27M | Sell |
7,780
-70
| -0.9% | -$11.4K | 1.08% | 45 |
|
|
2015
Q1 | $1.26M | Buy |
7,850
+1
| +0% | +$161 | 1.08% | 45 |
|
|
2014
Q4 | $1.26M | Buy |
+7,849
| New | +$1.26M | 1.08% | 45 |
|