Thrive Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
5,754
-5
| -0.1% | -$1.47K | 0.27% | 44 |
|
|
2025
Q1 | $1.43M | Sell |
5,759
-642
| -10% | -$160K | 0.27% | 41 |
|
|
2024
Q4 | $1.41M | Sell |
6,401
-475
| -7% | -$104K | 0.25% | 45 |
|
|
2024
Q3 | $1.52M | Sell |
6,876
-73
| -1% | -$16.1K | 0.28% | 44 |
|
|
2024
Q2 | $1.2M | Buy |
6,949
+9
| +0.1% | +$1.56K | 0.24% | 50 |
|
|
2024
Q1 | $1.33M | Sell |
6,940
-371
| -5% | -$70.8K | 0.27% | 43 |
|
|
2023
Q4 | $1.2M | Buy |
7,311
+64
| +0.9% | +$10.5K | 0.27% | 48 |
|
|
2023
Q3 | $1.02M | Buy |
7,247
+60
| +0.8% | +$8.42K | 0.27% | 47 |
|
|
2023
Q2 | $962K | Sell |
7,187
-15
| -0.2% | -$2.01K | 0.25% | 52 |
|
|
2023
Q1 | $944K | Buy |
7,202
+294
| +4% | +$38.5K | 0.24% | 47 |
|
|
2022
Q4 | $973K | Buy |
6,908
+587
| +9% | +$82.7K | 0.28% | 44 |
|
|
2022
Q3 | $751K | Buy |
6,321
+911
| +17% | +$108K | 0.26% | 47 |
|
|
2022
Q2 | $764K | Buy |
5,410
+241
| +5% | +$34K | 0.27% | 41 |
|
|
2022
Q1 | $672K | Buy |
5,169
+1,921
| +59% | +$250K | 0.2% | 57 |
|
|
2021
Q4 | $434K | Buy |
+3,248
| New | +$434K | 0.15% | 89 |
|