Tradition 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 | $2.33M | Buy |
7,894
+992
| +14% | +$292K | 0.19% | 111 |
|
|
2025
Q1 | $1.72M | Buy |
6,902
+448
| +7% | +$111K | 0.15% | 129 |
|
|
2024
Q4 | $1.42M | Sell |
6,454
-533
| -8% | -$117K | 0.13% | 139 |
|
|
2024
Q3 | $1.54M | Buy |
6,987
+395
| +6% | +$87.3K | 0.14% | 131 |
|
|
2024
Q2 | $1.14M | Sell |
6,592
-481
| -7% | -$83.2K | 0.11% | 150 |
|
|
2024
Q1 | $1.35M | Buy |
7,073
+2,618
| +59% | +$500K | 0.14% | 126 |
|
|
2023
Q4 | $729K | Buy |
4,455
+18
| +0.4% | +$2.95K | 0.08% | 146 |
|
|
2023
Q3 | $623K | Sell |
4,437
-430
| -9% | -$60.4K | 0.07% | 149 |
|
|
2023
Q2 | $651K | Buy |
4,867
+158
| +3% | +$21.1K | 0.08% | 149 |
|
|
2023
Q1 | $617K | Sell |
4,709
-75
| -2% | -$9.83K | 0.08% | 146 |
|
|
2022
Q4 | $674K | Sell |
4,784
-106
| -2% | -$14.9K | 0.1% | 135 |
|
|
2022
Q3 | $581K | Buy |
4,890
+29
| +0.6% | +$3.45K | 0.09% | 142 |
|
|
2022
Q2 | $686K | Buy |
4,861
+116
| +2% | +$16.4K | 0.1% | 133 |
|
|
2022
Q1 | $617K | Sell |
4,745
-324
| -6% | -$42.1K | 0.08% | 164 |
|
|
2021
Q4 | $678K | Sell |
5,069
-93
| -2% | -$12.4K | 0.09% | 154 |
|
|
2021
Q3 | $686K | Buy |
5,162
+379
| +8% | +$50.4K | 0.1% | 142 |
|
|
2021
Q2 | $670K | Buy |
4,783
+727
| +18% | +$102K | 0.1% | 150 |
|
|
2021
Q1 | $517K | Sell |
4,056
-1,171
| -22% | -$149K | 0.09% | 157 |
|
|
2020
Q4 | $629K | Buy |
+5,227
| New | +$629K | 0.12% | 125 |
|