Wade Financial Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $255K | Sell |
1,026
-160
| -13% | -$39.8K | 0.09% | 67 |
|
|
2024
Q4 | $261K | Sell |
1,186
-30
| -2% | -$6.6K | 0.09% | 67 |
|
|
2024
Q3 | $269K | Sell |
1,216
-30
| -2% | -$6.63K | 0.09% | 67 |
|
|
2024
Q2 | $215K | Sell |
1,246
-30
| -2% | -$5.19K | 0.08% | 79 |
|
|
2024
Q1 | $244K | Buy |
+1,276
| New | +$244K | 0.09% | 73 |
|
|
2023
Q2 | – | Sell |
-1,866
| Closed | -$245K | – | 75 |
|
|
2023
Q1 | $245K | Hold |
1,866
| – | – | 0.1% | 70 |
|
|
2022
Q4 | $263K | Hold |
1,866
| – | – | 0.12% | 71 |
|
|
2022
Q3 | $222K | Sell |
1,866
-307
| -14% | -$36.5K | 0.11% | 72 |
|
|
2022
Q2 | $307K | Hold |
2,173
| – | – | 0.15% | 64 |
|
|
2022
Q1 | $283K | Buy |
+2,173
| New | +$283K | 0.12% | 68 |
|
|
2021
Q4 | – | Sell |
-1,660
| Closed | -$220K | – | 73 |
|
|
2021
Q3 | $220K | Hold |
1,660
| – | – | 0.12% | 72 |
|
|
2021
Q2 | $233K | Hold |
1,660
| – | – | 0.13% | 68 |
|
|
2021
Q1 | $211K | Sell |
1,660
-62
| -4% | -$7.88K | 0.13% | 68 |
|
|
2020
Q4 | $207K | Hold |
1,722
| – | – | 0.14% | 69 |
|
|
2020
Q3 | $200K | Buy |
+1,722
| New | +$200K | 0.16% | 66 |
|
|
2020
Q1 | – | Sell |
-1,778
| Closed | -$228K | – | 62 |
|
|
2019
Q4 | $228K | Buy |
+1,778
| New | +$228K | 0.2% | 58 |
|