Stratos Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
5,111
-48,184
| -90% | -$14.2M | 0.08% | 256 |
|
|
2025
Q1 | $13.3M | Buy |
53,295
+48,066
| +919% | +$12M | 0.72% | 34 |
|
|
2024
Q4 | $1.15M | Sell |
5,229
-135
| -3% | -$29.7K | 0.06% | 308 |
|
|
2024
Q3 | $1.19M | Sell |
5,364
-181
| -3% | -$40K | 0.05% | 322 |
|
|
2024
Q2 | $959K | Buy |
5,545
+310
| +6% | +$53.6K | 0.05% | 341 |
|
|
2024
Q1 | $1,000K | Sell |
5,235
-26,909
| -84% | -$5.14M | 0.06% | 325 |
|
|
2023
Q4 | $5.26M | Sell |
32,144
-841
| -3% | -$138K | 0.3% | 94 |
|
|
2023
Q3 | $4.63M | Buy |
32,985
+4,515
| +16% | +$633K | 0.31% | 93 |
|
|
2023
Q2 | $3.81M | Buy |
28,470
+646
| +2% | +$86.4K | 0.27% | 106 |
|
|
2023
Q1 | $3.65M | Sell |
27,824
-644
| -2% | -$84.4K | 0.28% | 106 |
|
|
2022
Q4 | $4.01M | Buy |
28,468
+1,620
| +6% | +$228K | 0.33% | 86 |
|
|
2022
Q3 | $3.19M | Sell |
26,848
-1,599
| -6% | -$190K | 0.34% | 79 |
|
|
2022
Q2 | $4.02M | Buy |
28,447
+652
| +2% | +$92.1K | 0.36% | 67 |
|
|
2022
Q1 | $3.61M | Buy |
27,795
+154
| +0.6% | +$20K | 0.29% | 91 |
|
|
2021
Q4 | $3.7M | Sell |
27,641
-3,977
| -13% | -$532K | 0.27% | 105 |
|
|
2021
Q3 | $4.2M | Buy |
31,618
+706
| +2% | +$93.8K | 0.36% | 71 |
|
|
2021
Q2 | $4.33M | Buy |
30,912
+651
| +2% | +$91.2K | 0.38% | 69 |
|
|
2021
Q1 | $3.86M | Sell |
30,261
-761
| -2% | -$96.9K | 0.41% | 64 |
|
|
2020
Q4 | $3.73M | Buy |
31,022
+4,092
| +15% | +$492K | 0.51% | 50 |
|
|
2020
Q3 | $3.13M | Sell |
26,930
-72
| -0.3% | -$8.38K | 0.76% | 36 |
|
|
2020
Q2 | $3.12M | Buy |
+27,002
| New | +$3.12M | 0.96% | 29 |
|
|
2019
Q4 | – | Sell |
-1,439
| Closed | -$200K | – | 198 |
|
|
2019
Q3 | $200K | Buy |
+1,439
| New | +$200K | 0.08% | 243 |
|