Waddell & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
4,131
+32
| +0.8% | +$9.43K | 0.13% | 52 |
|
|
2025
Q1 | $1.02M | Sell |
4,099
-362
| -8% | -$90K | 0.12% | 50 |
|
|
2024
Q4 | $981K | Hold |
4,461
| – | – | 0.1% | 55 |
|
|
2024
Q3 | $986K | Buy |
4,461
+309
| +7% | +$68.3K | 0.12% | 53 |
|
|
2024
Q2 | $718K | Buy |
4,152
+12
| +0.3% | +$2.08K | 0.09% | 62 |
|
|
2024
Q1 | $791K | Buy |
4,140
+261
| +7% | +$49.8K | 0.11% | 58 |
|
|
2023
Q4 | $619K | Sell |
3,879
-2,120
| -35% | -$338K | 0.08% | 67 |
|
|
2023
Q3 | $842K | Buy |
5,999
+400
| +7% | +$56.1K | 0.12% | 57 |
|
|
2023
Q2 | $749K | Sell |
5,599
-2,485
| -31% | -$333K | 0.11% | 60 |
|
|
2023
Q1 | $1.06M | Sell |
8,084
-100
| -1% | -$13.1K | 0.17% | 46 |
|
|
2022
Q4 | $1.15M | Sell |
8,184
-130
| -2% | -$18.3K | 0.19% | 42 |
|
|
2022
Q3 | $988K | Sell |
8,314
-467
| -5% | -$55.5K | 0.19% | 39 |
|
|
2022
Q2 | $1.24M | Buy |
8,781
+195
| +2% | +$27.5K | 0.25% | 32 |
|
|
2022
Q1 | $1.12M | Sell |
8,586
-199
| -2% | -$25.9K | 0.18% | 40 |
|
|
2021
Q4 | $1.17M | Sell |
8,785
-964
| -10% | -$129K | 0.19% | 36 |
|
|
2021
Q3 | $1.3M | Buy |
9,749
+3,788
| +64% | +$503K | 0.22% | 31 |
|
|
2021
Q2 | $835 | Buy |
+5,961
| New | +$835 | 0.13% | 43 |
|