U.S. Capital 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 | $13.4M | Buy |
45,395
+20,005
| +79% | +$5.9M | 0.39% | 56 |
|
|
2025
Q1 | $6.31M | Sell |
25,390
-51,496
| -67% | -$12.8M | 0.19% | 134 |
|
|
2024
Q4 | $16.9M | Buy |
76,886
+1,837
| +2% | +$404K | 0.52% | 36 |
|
|
2024
Q3 | $16.6M | Sell |
75,049
-20
| -0% | -$4.42K | 0.58% | 31 |
|
|
2024
Q2 | $13M | Buy |
75,069
+2,834
| +4% | +$490K | 0.49% | 47 |
|
|
2024
Q1 | $13.8M | Sell |
72,235
-3,442
| -5% | -$657K | 0.53% | 38 |
|
|
2023
Q4 | $12.4M | Sell |
75,677
-50,592
| -40% | -$8.27M | 0.49% | 43 |
|
|
2023
Q3 | $17.7M | Buy |
126,269
+765
| +0.6% | +$107K | 0.8% | 21 |
|
|
2023
Q2 | $16.8M | Sell |
125,504
-21,081
| -14% | -$2.82M | 0.8% | 22 |
|
|
2023
Q1 | $19.2M | Buy |
146,585
+2,920
| +2% | +$383K | 0.89% | 16 |
|
|
2022
Q4 | $20.2M | Sell |
143,665
-34,447
| -19% | -$4.85M | 0.94% | 14 |
|
|
2022
Q3 | $21.2M | Buy |
178,112
+568
| +0.3% | +$67.5K | 1.07% | 11 |
|
|
2022
Q2 | $25.1M | Buy |
177,544
+24,453
| +16% | +$3.45M | 1.1% | 12 |
|
|
2022
Q1 | $19.9M | Buy |
153,091
+29,059
| +23% | +$3.78M | 0.73% | 19 |
|
|
2021
Q4 | $16.6M | Buy |
124,032
+1,794
| +1% | +$240K | 0.66% | 25 |
|
|
2021
Q3 | $16.2M | Buy |
+122,238
| New | +$16.2M | 0.7% | 25 |
|