Waypoint Wealth Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
1,466
+128
| +10% | +$37.7K | 0.21% | 73 |
|
|
2025
Q1 | $333K | Buy |
1,338
+13
| +1% | +$3.23K | 0.21% | 68 |
|
|
2024
Q4 | $291K | Buy |
1,325
+33
| +3% | +$7.25K | 0.19% | 74 |
|
|
2024
Q3 | $286K | Sell |
1,292
-4
| -0.3% | -$885 | 0.19% | 77 |
|
|
2024
Q2 | $224K | Buy |
1,296
+1
| +0.1% | +$173 | 0.17% | 80 |
|
|
2024
Q1 | $247K | Buy |
1,295
+17
| +1% | +$3.25K | 0.19% | 84 |
|
|
2023
Q4 | $209K | Sell |
1,278
-165
| -11% | -$27K | 0.18% | 88 |
|
|
2023
Q3 | $202K | Buy |
+1,443
| New | +$202K | 0.19% | 83 |
|
|
2023
Q1 | – | Sell |
-3,801
| Closed | -$535K | – | 95 |
|
|
2022
Q4 | $535K | Buy |
+3,801
| New | +$535K | 0.43% | 48 |
|