Strategic Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
+39,054
| New | +$11.5M | 0.91% | 28 |
|
|
2024
Q4 | $13.2M | Buy |
51,072
+13,310
| +35% | +$3.45M | 1.1% | 22 |
|
|
2024
Q3 | $8.35M | Sell |
37,762
-1,920
| -5% | -$424K | 0.8% | 37 |
|
|
2024
Q2 | $6.86M | Buy |
39,682
+1,175
| +3% | +$203K | 0.72% | 48 |
|
|
2024
Q1 | $7.35M | Buy |
38,507
+6,032
| +19% | +$1.15M | 0.81% | 37 |
|
|
2023
Q4 | $5.31M | Buy |
32,475
+8,113
| +33% | +$1.33M | 0.65% | 49 |
|
|
2023
Q3 | $3.42M | Buy |
24,362
+929
| +4% | +$130K | 0.45% | 66 |
|
|
2023
Q2 | $3.14M | Buy |
23,433
+963
| +4% | +$129K | 0.41% | 74 |
|
|
2023
Q1 | $2.95M | Buy |
22,470
+8,180
| +57% | +$1.07M | 0.45% | 62 |
|
|
2022
Q4 | $2.01M | Buy |
14,290
+2,062
| +17% | +$291K | 0.37% | 82 |
|
|
2022
Q3 | $1.45M | Buy |
12,228
+1,215
| +11% | +$144K | 0.31% | 104 |
|
|
2022
Q2 | $1.56M | Buy |
+11,013
| New | +$1.56M | 0.34% | 93 |
|
|
2019
Q4 | – | Sell |
-197
| Closed | -$27 | – | 295 |
|
|
2019
Q3 | $27 | Buy |
197
+1
| +0.5% | – | ﹤0.01% | 350 |
|
|
2019
Q2 | $25K | Sell |
196
-47
| -19% | -$6K | 0.01% | 298 |
|
|
2019
Q1 | $33K | Sell |
243
-102
| -30% | -$13.9K | 0.02% | 282 |
|
|
2018
Q4 | $40K | Hold |
345
| – | – | 0.02% | 249 |
|
|
2018
Q3 | $50K | Hold |
345
| – | – | 0.03% | 230 |
|
|
2018
Q2 | $46K | Buy |
345
+119
| +53% | +$15.9K | 0.03% | 265 |
|
|
2018
Q1 | $33K | Buy |
226
+47
| +26% | +$6.86K | 0.02% | 285 |
|
|
2017
Q4 | $26K | Buy |
+179
| New | +$26K | 0.01% | 292 |
|