Wambolt & 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 | $582K | Sell |
1,998
-25
| -1% | -$7.28K | 0.2% | 104 |
|
|
2025
Q1 | $506K | Buy |
2,023
+1,112
| +122% | +$278K | 0.17% | 114 |
|
|
2024
Q4 | $200K | Sell |
911
-817
| -47% | -$180K | 0.06% | 183 |
|
|
2024
Q3 | $379K | Sell |
1,728
-157
| -8% | -$34.5K | 0.1% | 139 |
|
|
2024
Q2 | $330K | Sell |
1,885
-240
| -11% | -$42K | 0.1% | 160 |
|
|
2024
Q1 | $403K | Sell |
2,125
-635
| -23% | -$121K | 0.12% | 156 |
|
|
2023
Q4 | $451K | Sell |
2,760
-70
| -2% | -$11.5K | 0.15% | 169 |
|
|
2023
Q3 | $399K | Sell |
2,830
-143
| -5% | -$20.1K | 0.14% | 179 |
|
|
2023
Q2 | $398K | Sell |
2,973
-42
| -1% | -$5.62K | 0.14% | 181 |
|
|
2023
Q1 | $398K | Sell |
3,015
-160
| -5% | -$21.1K | 0.14% | 182 |
|
|
2022
Q4 | $447K | Sell |
3,175
-78
| -2% | -$11K | 0.17% | 164 |
|
|
2022
Q3 | $387K | Hold |
3,253
| – | – | 0.16% | 164 |
|
|
2022
Q2 | $459K | Sell |
3,253
-4
| -0.1% | -$564 | 0.18% | 156 |
|
|
2022
Q1 | $424K | Buy |
3,257
+4
| +0.1% | +$521 | 0.15% | 165 |
|
|
2021
Q4 | $435K | Sell |
3,253
-176
| -5% | -$23.5K | 0.16% | 160 |
|
|
2021
Q3 | $470K | Hold |
3,429
| – | – | 0.19% | 151 |
|
|
2021
Q2 | $481K | Buy |
3,429
+740
| +28% | +$104K | 0.2% | 151 |
|
|
2021
Q1 | $343K | Sell |
2,689
-37
| -1% | -$4.72K | 0.18% | 163 |
|
|
2020
Q4 | $328K | Sell |
2,726
-343
| -11% | -$41.3K | 0.2% | 157 |
|
|
2020
Q3 | $357K | Sell |
3,069
-488
| -14% | -$56.8K | 0.27% | 134 |
|
|
2020
Q2 | $411K | Buy |
3,557
+166
| +5% | +$19.2K | 0.32% | 119 |
|
|
2020
Q1 | $360K | Sell |
3,391
-197
| -5% | -$20.9K | 0.37% | 92 |
|
|
2019
Q4 | $460K | Buy |
3,588
+59
| +2% | +$7.56K | 0.35% | 97 |
|
|
2019
Q3 | $491K | Buy |
3,529
+213
| +6% | +$29.6K | 0.41% | 82 |
|
|
2019
Q2 | $437K | Buy |
3,316
+567
| +21% | +$74.7K | 0.37% | 89 |
|
|
2019
Q1 | $373K | Buy |
+2,749
| New | +$373K | 0.34% | 99 |
|