Strategic Wealth Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
1,509
-66
| -4% | -$19.5K | 0.64% | 42 |
|
|
2025
Q1 | $392K | Sell |
1,575
-46,258
| -97% | -$11.5M | 0.68% | 42 |
|
|
2024
Q4 | $10.5M | Buy |
47,833
+182
| +0.4% | +$40K | 1.16% | 29 |
|
|
2024
Q3 | $10.5M | Sell |
47,651
-25,012
| -34% | -$5.49M | 1.12% | 32 |
|
|
2024
Q2 | $12.7M | Buy |
+72,663
| New | +$12.7M | 1.61% | 19 |
|
|
2023
Q4 | $6.46M | Buy |
39,524
+5,693
| +17% | +$931K | 0.97% | 35 |
|
|
2023
Q3 | $4.75M | Buy |
33,831
+3,653
| +12% | +$513K | 0.86% | 40 |
|
|
2023
Q2 | $4.04M | Buy |
30,178
+6,417
| +27% | +$859K | 0.64% | 48 |
|
|
2023
Q1 | $3.11M | Buy |
23,761
+3,961
| +20% | +$519K | 0.58% | 47 |
|
|
2022
Q4 | $2.78M | Buy |
19,800
+2,205
| +13% | +$310K | 0.64% | 45 |
|
|
2022
Q3 | $2.09M | Buy |
17,595
+784
| +5% | +$93.1K | 0.6% | 43 |
|
|
2022
Q2 | $2.37M | Sell |
16,811
-1,085
| -6% | -$153K | 0.59% | 51 |
|
|
2022
Q1 | $2.33M | Buy |
17,896
+615
| +4% | +$80K | 0.56% | 41 |
|
|
2021
Q4 | $2.31M | Buy |
17,281
+3,957
| +30% | +$529K | 0.6% | 40 |
|
|
2021
Q3 | $1.8M | Buy |
13,324
+2,874
| +28% | +$387K | 0.54% | 41 |
|
|
2021
Q2 | $1.46M | Buy |
10,450
+2,814
| +37% | +$394K | 0.52% | 41 |
|
|
2021
Q1 | $973K | Buy |
7,636
+1,760
| +30% | +$224K | 0.47% | 43 |
|
|
2020
Q4 | $707K | Buy |
5,876
+688
| +13% | +$82.8K | 0.41% | 48 |
|
|
2020
Q3 | $603K | Buy |
5,188
+589
| +13% | +$68.5K | 0.45% | 52 |
|
|
2020
Q2 | $531K | Sell |
4,599
-7,779
| -63% | -$898K | 0.52% | 48 |
|
|
2020
Q1 | $1.31M | Buy |
12,378
+2,350
| +23% | +$249K | 2.14% | 15 |
|
|
2019
Q4 | $1.29M | Buy |
+10,028
| New | +$1.29M | 1.33% | 20 |
|