Waterfront Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
2,139
+1
| +0% | +$295 | 0.14% | 176 |
|
|
2025
Q1 | $532K | Sell |
2,138
-255
| -11% | -$63.4K | 0.13% | 175 |
|
|
2024
Q4 | $526K | Buy |
2,393
+46
| +2% | +$10.1K | 0.13% | 176 |
|
|
2024
Q3 | $498K | Buy |
2,347
+41
| +2% | +$8.69K | 0.12% | 180 |
|
|
2024
Q2 | $399K | Sell |
2,306
-401
| -15% | -$69.4K | 0.11% | 181 |
|
|
2024
Q1 | $450K | Sell |
2,707
-5,273
| -66% | -$876K | 0.13% | 176 |
|
|
2023
Q4 | $1.31M | Sell |
7,980
-3,047
| -28% | -$498K | 0.38% | 74 |
|
|
2023
Q3 | $1.5M | Buy |
11,027
+216
| +2% | +$29.5K | 0.49% | 56 |
|
|
2023
Q2 | $1.52M | Buy |
10,811
+275
| +3% | +$38.6K | 0.45% | 56 |
|
|
2023
Q1 | $1.38M | Sell |
10,536
-1,030
| -9% | -$135K | 0.45% | 59 |
|
|
2022
Q4 | $1.55M | Sell |
11,566
-249
| -2% | -$33.5K | 0.53% | 49 |
|
|
2022
Q3 | $1.61M | Sell |
11,815
-490
| -4% | -$66.6K | 0.61% | 39 |
|
|
2022
Q2 | $1.74M | Sell |
12,305
-421
| -3% | -$59.4K | 0.7% | 36 |
|
|
2022
Q1 | $1.63M | Buy |
12,726
+834
| +7% | +$107K | 0.58% | 42 |
|
|
2021
Q4 | $1.59M | Sell |
11,892
-1,310
| -10% | -$175K | 0.63% | 42 |
|
|
2021
Q3 | $1.75M | Buy |
13,202
+409
| +3% | +$54.3K | 0.85% | 31 |
|
|
2021
Q2 | $1.79M | Buy |
12,793
+685
| +6% | +$96K | 0.85% | 33 |
|
|
2021
Q1 | $1.54M | Buy |
12,108
+1,297
| +12% | +$165K | 0.78% | 34 |
|
|
2020
Q4 | $1.3M | Buy |
+10,811
| New | +$1.3M | 0.92% | 26 |
|