Valley Wealth Managers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
18,417
-318
| -2% | -$93.7K | 0.39% | 55 |
|
|
2025
Q1 | $4.66M | Sell |
18,735
-2,611
| -12% | -$649K | 0.35% | 58 |
|
|
2024
Q4 | $4.69M | Sell |
21,346
-1,600
| -7% | -$352K | 0.35% | 55 |
|
|
2024
Q3 | $5.07M | Sell |
22,946
-639
| -3% | -$141K | 0.38% | 55 |
|
|
2024
Q2 | $4.08M | Sell |
23,585
-1,756
| -7% | -$304K | 0.32% | 68 |
|
|
2024
Q1 | $4.84M | Sell |
25,341
-2,951
| -10% | -$564K | 0.36% | 64 |
|
|
2023
Q4 | $4.63M | Sell |
28,292
-1,498
| -5% | -$245K | 0.36% | 64 |
|
|
2023
Q3 | $4.18M | Sell |
29,790
-1,587
| -5% | -$223K | 0.35% | 72 |
|
|
2023
Q2 | $4.2M | Sell |
31,377
-1,052
| -3% | -$141K | 0.38% | 71 |
|
|
2023
Q1 | $4.25M | Buy |
32,429
+1,258
| +4% | +$165K | 0.39% | 74 |
|
|
2022
Q4 | $4.39M | Sell |
31,171
-667
| -2% | -$94K | 0.41% | 66 |
|
|
2022
Q3 | $3.78M | Buy |
31,838
+1,318
| +4% | +$157K | 0.38% | 71 |
|
|
2022
Q2 | $4.31M | Buy |
30,520
+1,097
| +4% | +$155K | 0.4% | 60 |
|
|
2022
Q1 | $3.83M | Buy |
29,423
+2,274
| +8% | +$296K | 0.32% | 85 |
|
|
2021
Q4 | $3.63M | Sell |
27,149
-116
| -0.4% | -$15.5K | 0.29% | 82 |
|
|
2021
Q3 | $3.62M | Buy |
27,265
+260
| +1% | +$34.5K | 0.32% | 75 |
|
|
2021
Q2 | $3.79M | Buy |
27,005
+1,404
| +5% | +$197K | 0.32% | 68 |
|
|
2021
Q1 | $3.26M | Buy |
25,601
+1,652
| +7% | +$210K | 0.29% | 78 |
|
|
2020
Q4 | $2.88M | Buy |
23,949
+1,838
| +8% | +$221K | 0.28% | 70 |
|
|
2020
Q3 | $2.57M | Sell |
22,111
-93
| -0.4% | -$10.8K | 0.28% | 65 |
|
|
2020
Q2 | $2.56M | Buy |
22,204
+121
| +0.5% | +$14K | 0.29% | 72 |
|
|
2020
Q1 | $2.34M | Buy |
22,083
+399
| +2% | +$42.3K | 0.3% | 69 |
|
|
2019
Q4 | $2.78M | Buy |
21,684
+610
| +3% | +$78.1K | 0.28% | 65 |
|
|
2019
Q3 | $2.93M | Sell |
21,074
-1,541
| -7% | -$214K | 0.31% | 59 |
|
|
2019
Q2 | $2.98M | Buy |
22,615
+4,306
| +24% | +$568K | 0.32% | 58 |
|
|
2019
Q1 | $2.47M | Buy |
18,309
+5,000
| +38% | +$674K | 0.27% | 59 |
|
|
2018
Q4 | $1.45M | Buy |
13,309
+1,292
| +11% | +$140K | 0.19% | 76 |
|
|
2018
Q3 | $1.74M | Buy |
12,017
+498
| +4% | +$72K | 0.21% | 63 |
|
|
2018
Q2 | $1.54M | Buy |
+11,519
| New | +$1.54M | 0.19% | 80 |
|
|
2017
Q4 | – | Sell |
-1,772
| Closed | -$246K | – | 126 |
|
|
2017
Q3 | $246K | Sell |
1,772
-1,407
| -44% | -$195K | 0.03% | 113 |
|
|
2017
Q2 | $467K | Sell |
3,179
-2,164
| -41% | -$318K | 0.06% | 98 |
|
|
2017
Q1 | $889K | Sell |
5,343
-590
| -10% | -$98.2K | 0.12% | 90 |
|
|
2016
Q4 | $942K | Buy |
5,933
+232
| +4% | +$36.8K | 0.13% | 86 |
|
|
2016
Q3 | $866K | Sell |
5,701
-81
| -1% | -$12.3K | 0.13% | 88 |
|
|
2016
Q2 | $839K | Buy |
5,782
+3,387
| +141% | +$491K | 0.13% | 88 |
|
|
2016
Q1 | $347K | Sell |
2,395
-38,699
| -94% | -$5.61M | 0.06% | 91 |
|
|
2015
Q4 | $5.41M | Sell |
41,094
-6,585
| -14% | -$866K | 0.97% | 41 |
|
|
2015
Q3 | $6.61M | Buy |
47,679
+6,454
| +16% | +$894K | 1.2% | 42 |
|
|
2015
Q2 | $6.41M | Buy |
41,225
+3,457
| +9% | +$538K | 1.11% | 42 |
|
|
2015
Q1 | $5.8M | Buy |
37,768
+1,951
| +5% | +$299K | 1% | 42 |
|
|
2014
Q4 | $5.49M | Sell |
35,817
-1,376
| -4% | -$211K | 0.98% | 41 |
|
|
2014
Q3 | $6.75M | Buy |
37,193
+372
| +1% | +$67.5K | 1.29% | 42 |
|
|
2014
Q2 | $6.38M | Buy |
36,821
+311
| +0.9% | +$53.9K | 1.21% | 42 |
|
|
2014
Q1 | $6.72M | Buy |
36,510
+400
| +1% | +$73.6K | 1.34% | 42 |
|
|
2013
Q4 | $6.48M | Buy |
36,110
+691
| +2% | +$124K | 1.33% | 42 |
|
|
2013
Q3 | $6.27M | Buy |
35,419
+1,298
| +4% | +$230K | 1.37% | 42 |
|
|
2013
Q2 | $6.23M | Buy |
+34,121
| New | +$6.23M | 1.41% | 41 |
|