SWP
Stratos Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
64,471
+3,843
| +6% | +$1.13M | 0.26% | 81 |
|
|
2025
Q1 | $15.1M | Sell |
60,628
-49,816
| -45% | -$12.4M | 0.23% | 93 |
|
|
2024
Q4 | $24.3M | Buy |
110,444
+47,266
| +75% | +$10.4M | 0.34% | 56 |
|
|
2024
Q3 | $14M | Buy |
63,178
+3,111
| +5% | +$688K | 0.2% | 106 |
|
|
2024
Q2 | $10.4M | Buy |
60,067
+99
| +0.2% | +$17.1K | 0.17% | 130 |
|
|
2024
Q1 | $11.5M | Buy |
59,968
+1,005
| +2% | +$192K | 0.19% | 117 |
|
|
2023
Q4 | $9.64M | Sell |
58,963
-1,161
| -2% | -$190K | 0.18% | 126 |
|
|
2023
Q3 | $8.44M | Buy |
60,124
+6,677
| +12% | +$937K | 0.18% | 125 |
|
|
2023
Q2 | $7.15M | Buy |
53,447
+6,353
| +13% | +$850K | 0.16% | 143 |
|
|
2023
Q1 | $6.17M | Buy |
47,094
+1,281
| +3% | +$168K | 0.16% | 133 |
|
|
2022
Q4 | $6.45M | Sell |
45,813
-1,246
| -3% | -$176K | 0.16% | 141 |
|
|
2022
Q3 | $5.59M | Sell |
47,059
-3,441
| -7% | -$409K | 0.16% | 141 |
|
|
2022
Q2 | $7.13M | Sell |
50,500
-540
| -1% | -$76.2K | 0.18% | 111 |
|
|
2022
Q1 | $6.64M | Sell |
51,040
-451
| -0.9% | -$58.6K | 0.15% | 142 |
|
|
2021
Q4 | $6.88M | Buy |
51,491
+3,323
| +7% | +$444K | 0.15% | 144 |
|
|
2021
Q3 | $6.69M | Buy |
48,168
+2,003
| +4% | +$278K | 0.17% | 127 |
|
|
2021
Q2 | $6.77M | Buy |
46,165
+2,581
| +6% | +$378K | 0.17% | 128 |
|
|
2021
Q1 | $5.81M | Sell |
43,584
-13,774
| -24% | -$1.84M | 0.16% | 134 |
|
|
2020
Q4 | $7.22M | Sell |
57,358
-7,381
| -11% | -$929K | 0.21% | 106 |
|
|
2020
Q3 | $7.88M | Buy |
64,739
+229
| +0.4% | +$27.9K | 0.26% | 92 |
|
|
2020
Q2 | $7.79M | Buy |
64,510
+3,650
| +6% | +$441K | 0.28% | 79 |
|
|
2020
Q1 | $6.75M | Sell |
60,860
-4,516
| -7% | -$501K | 0.31% | 72 |
|
|
2019
Q4 | $8.76M | Buy |
65,376
+980
| +2% | +$131K | 0.34% | 61 |
|
|
2019
Q3 | $9.36M | Buy |
64,396
+1,626
| +3% | +$236K | 0.4% | 46 |
|
|
2019
Q2 | $8.66M | Buy |
62,770
+1,263
| +2% | +$174K | 0.37% | 47 |
|
|
2019
Q1 | $8.68M | Buy |
61,507
+7,430
| +14% | +$1.05M | 0.39% | 45 |
|
|
2018
Q4 | $6.15M | Buy |
54,077
+13,415
| +33% | +$1.52M | 0.32% | 60 |
|
|
2018
Q3 | $6.15M | Buy |
40,662
+2,688
| +7% | +$406K | 0.27% | 72 |
|
|
2018
Q2 | $5.31M | Sell |
37,974
-3,842
| -9% | -$537K | 0.24% | 81 |
|
|
2018
Q1 | $6.42M | Buy |
41,816
+3,775
| +10% | +$579K | 0.27% | 77 |
|
|
2017
Q4 | $5.84M | Buy |
38,041
+1,201
| +3% | +$184K | 0.26% | 74 |
|
|
2017
Q3 | $5.35M | Sell |
36,840
-591
| -2% | -$85.7K | 0.25% | 87 |
|
|
2017
Q2 | $5.76M | Sell |
37,431
-16,449
| -31% | -$2.53M | 0.3% | 74 |
|
|
2017
Q1 | $9.38M | Sell |
53,880
-4,184
| -7% | -$729K | 0.53% | 41 |
|
|
2016
Q4 | $9.64M | Buy |
58,064
+7,629
| +15% | +$1.27M | 0.6% | 35 |
|
|
2016
Q3 | $8.01M | Buy |
50,435
+3,050
| +6% | +$485K | 0.54% | 39 |
|
|
2016
Q2 | $7.19M | Buy |
47,385
+8,128
| +21% | +$1.23M | 0.53% | 40 |
|
|
2016
Q1 | $5.95M | Buy |
39,257
+6,459
| +20% | +$978K | 0.51% | 38 |
|
|
2015
Q4 | $4.51M | Buy |
32,798
+5,113
| +18% | +$704K | 0.38% | 51 |
|
|
2015
Q3 | $4.01M | Sell |
27,685
-238
| -0.9% | -$34.5K | 0.5% | 40 |
|
|
2015
Q2 | $4.54M | Buy |
27,923
+1,068
| +4% | +$174K | 0.58% | 26 |
|
|
2015
Q1 | $4.32M | Buy |
26,855
+724
| +3% | +$116K | 0.51% | 37 |
|
|
2014
Q4 | $4.19M | Buy |
26,131
+6,915
| +36% | +$1.11M | 0.75% | 23 |
|
|
2014
Q3 | $3.65M | Buy |
19,216
+4,022
| +26% | +$763K | 0.86% | 21 |
|
|
2014
Q2 | $2.75M | Buy |
+15,194
| New | +$2.75M | 0.92% | 26 |
|