United Capital Financial 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 | $13.3M | Buy |
44,996
+1,477
| +3% | +$435K | 0.11% | 151 |
|
|
2025
Q1 | $10.8M | Buy |
43,519
+1,370
| +3% | +$341K | 0.09% | 168 |
|
|
2024
Q4 | $9.27M | Sell |
42,149
-1,898
| -4% | -$417K | 0.08% | 185 |
|
|
2024
Q3 | $9.74M | Sell |
44,047
-2,926
| -6% | -$647K | 0.08% | 188 |
|
|
2024
Q2 | $8.12M | Sell |
46,973
-24,055
| -34% | -$4.16M | 0.07% | 201 |
|
|
2024
Q1 | $13.6M | Sell |
71,028
-1,851
| -3% | -$353K | 0.11% | 154 |
|
|
2023
Q4 | $11.9M | Sell |
72,879
-20,304
| -22% | -$3.32M | 0.1% | 170 |
|
|
2023
Q3 | $13.1M | Sell |
93,183
-10,256
| -10% | -$1.44M | 0.09% | 198 |
|
|
2023
Q2 | $13.8M | Sell |
103,439
-11,661
| -10% | -$1.56M | 0.08% | 199 |
|
|
2023
Q1 | $15.1M | Sell |
115,100
-21,554
| -16% | -$2.83M | 0.08% | 192 |
|
|
2022
Q4 | $19.3M | Sell |
136,654
-19,506
| -12% | -$2.75M | 0.11% | 175 |
|
|
2022
Q3 | $18.6M | Sell |
156,160
-4,701
| -3% | -$559K | 0.11% | 173 |
|
|
2022
Q2 | $22.7M | Buy |
160,861
+2,986
| +2% | +$422K | 0.12% | 158 |
|
|
2022
Q1 | $20.5M | Sell |
157,875
-1,217
| -0.8% | -$158K | 0.1% | 184 |
|
|
2021
Q4 | $21.3M | Sell |
159,092
-7,355
| -4% | -$983K | 0.1% | 192 |
|
|
2021
Q3 | $22.1M | Sell |
166,447
-12,842
| -7% | -$1.71M | 0.11% | 180 |
|
|
2021
Q2 | $25.1M | Buy |
179,289
+16,328
| +10% | +$2.29M | 0.13% | 169 |
|
|
2021
Q1 | $20.8M | Sell |
162,961
-5,603
| -3% | -$714K | 0.11% | 174 |
|
|
2020
Q4 | $20.3M | Sell |
168,564
-4,599
| -3% | -$553K | 0.12% | 174 |
|
|
2020
Q3 | $20.1M | Sell |
173,163
-1,937
| -1% | -$225K | 0.13% | 170 |
|
|
2020
Q2 | $20.2M | Sell |
175,100
-1,300
| -0.7% | -$150K | 0.15% | 152 |
|
|
2020
Q1 | $18.7M | Sell |
176,400
-193,316
| -52% | -$20.5M | 0.15% | 143 |
|
|
2019
Q4 | $47.4M | Buy |
369,716
+15,860
| +4% | +$2.03M | 0.31% | 69 |
|
|
2019
Q3 | $49.2M | Buy |
353,856
+5,094
| +1% | +$708K | 0.34% | 62 |
|
|
2019
Q2 | $46M | Buy |
348,762
+16,179
| +5% | +$2.13M | 0.3% | 76 |
|
|
2019
Q1 | $44.9M | Buy |
332,583
+50,482
| +18% | +$6.81M | 0.32% | 73 |
|
|
2018
Q4 | $30.5M | Buy |
282,101
+5,236
| +2% | +$566K | 0.24% | 90 |
|
|
2018
Q3 | $40M | Sell |
276,865
-7,550
| -3% | -$1.09M | 0.28% | 79 |
|
|
2018
Q2 | $38M | Sell |
284,415
-8,302
| -3% | -$1.11M | 0.28% | 74 |
|
|
2018
Q1 | $42.9M | Sell |
292,717
-13,919
| -5% | -$2.04M | 0.33% | 67 |
|
|
2017
Q4 | $45.2M | Buy |
306,636
+43,742
| +17% | +$6.44M | 0.36% | 58 |
|
|
2017
Q3 | $36.5M | Buy |
262,894
+44,754
| +21% | +$6.21M | 0.31% | 68 |
|
|
2017
Q2 | $32.1M | Buy |
218,140
+8,215
| +4% | +$1.21M | 0.29% | 79 |
|
|
2017
Q1 | $34.9M | Sell |
209,925
-13,818
| -6% | -$2.3M | 0.33% | 69 |
|
|
2016
Q4 | $35.5M | Buy |
223,743
+13,534
| +6% | +$2.15M | 0.34% | 58 |
|
|
2016
Q3 | $31.9M | Buy |
210,209
+14,390
| +7% | +$2.19M | 0.31% | 71 |
|
|
2016
Q2 | $28.5M | Buy |
195,819
+11,924
| +6% | +$1.73M | 0.29% | 66 |
|
|
2016
Q1 | $26.6M | Buy |
183,895
+1,792
| +1% | +$259K | 0.29% | 64 |
|
|
2015
Q4 | $24M | Buy |
182,103
+5,428
| +3% | +$714K | 0.28% | 72 |
|
|
2015
Q3 | $24.5M | Sell |
176,675
-20
| -0% | -$2.77K | 0.29% | 66 |
|
|
2015
Q2 | $27.5M | Buy |
176,695
+8,496
| +5% | +$1.32M | 0.32% | 72 |
|
|
2015
Q1 | $27.5M | Buy |
168,199
+16,939
| +11% | +$2.77M | 0.34% | 72 |
|
|
2014
Q4 | $23.2M | Buy |
151,260
+24,028
| +19% | +$3.69M | 0.35% | 73 |
|
|
2014
Q3 | $23.1M | Sell |
127,232
-1,752
| -1% | -$318K | 0.4% | 63 |
|
|
2014
Q2 | $22.4M | Buy |
128,984
+3,989
| +3% | +$691K | 0.41% | 59 |
|
|
2014
Q1 | $23M | Buy |
124,995
+22,540
| +22% | +$4.15M | 0.49% | 43 |
|
|
2013
Q4 | $18.4M | Buy |
102,455
+49,423
| +93% | +$8.86M | 0.63% | 35 |
|
|
2013
Q3 | $9.39M | Sell |
53,032
-102,759
| -66% | -$18.2M | 0.3% | 74 |
|
|
2013
Q2 | $28.5M | Buy |
+155,791
| New | +$28.5M | 0.76% | 30 |
|