Univest Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
2,591
+51
| +2% | +$15K | 0.05% | 163 |
|
|
2025
Q1 | $632K | Buy |
2,540
+633
| +33% | +$157K | 0.04% | 188 |
|
|
2024
Q4 | $419K | Sell |
1,907
-79
| -4% | -$17.4K | 0.03% | 212 |
|
|
2024
Q3 | $439K | Buy |
+1,986
| New | +$439K | 0.03% | 205 |
|
|
2019
Q3 | – | Sell |
-2,790
| Closed | -$368K | – | 110 |
|
|
2019
Q2 | $368K | Sell |
2,790
-23
| -0.8% | -$3.03K | 0.12% | 88 |
|
|
2019
Q1 | $379K | Buy |
2,813
+831
| +42% | +$112K | 0.12% | 89 |
|
|
2018
Q4 | $215K | Sell |
1,982
-1,534
| -44% | -$166K | 0.08% | 110 |
|
|
2018
Q3 | $508K | Sell |
3,516
-119
| -3% | -$17.2K | 0.15% | 74 |
|
|
2018
Q2 | $485K | Buy |
3,635
+649
| +22% | +$86.6K | 0.19% | 69 |
|
|
2018
Q1 | $438K | Sell |
2,986
-216
| -7% | -$31.7K | 0.19% | 67 |
|
|
2017
Q4 | $470K | Buy |
+3,202
| New | +$470K | 0.19% | 68 |
|
|
2016
Q3 | – | Sell |
-2,003
| Closed | -$291K | – | 93 |
|
|
2016
Q2 | $291K | Sell |
2,003
-1
| -0% | -$145 | 0.13% | 78 |
|
|
2016
Q1 | $290K | Buy |
2,004
+36
| +2% | +$5.21K | 0.13% | 82 |
|
|
2015
Q4 | $259K | Sell |
1,968
-170
| -8% | -$22.4K | 0.12% | 86 |
|
|
2015
Q3 | $296K | Buy |
2,138
+4
| +0.2% | +$554 | 0.14% | 76 |
|
|
2015
Q2 | $332K | Sell |
2,134
-345
| -14% | -$53.7K | 0.15% | 70 |
|
|
2015
Q1 | $380K | Sell |
2,479
-345
| -12% | -$52.9K | 0.17% | 70 |
|
|
2014
Q4 | $433K | Sell |
2,824
-286
| -9% | -$43.9K | 0.19% | 66 |
|
|
2014
Q3 | $564K | Sell |
3,110
-385
| -11% | -$69.8K | 0.26% | 64 |
|
|
2014
Q2 | $606K | Sell |
3,495
-11,212
| -76% | -$1.94M | 0.29% | 62 |
|
|
2014
Q1 | $2.71M | Sell |
14,707
-716
| -5% | -$132K | 1.35% | 44 |
|
|
2013
Q4 | $2.77M | Sell |
15,423
-310
| -2% | -$55.6K | 1.36% | 44 |
|
|
2013
Q3 | $2.79M | Sell |
15,733
-180
| -1% | -$31.9K | 1.49% | 34 |
|
|
2013
Q2 | $2.91M | Buy |
+15,913
| New | +$2.91M | 1.59% | 24 |
|