WBH Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Sell |
3,368
-372
| -10% | -$110K | 0.08% | 166 |
|
|
2025
Q1 | $930K | Buy |
3,740
+720
| +24% | +$179K | 0.09% | 163 |
|
|
2024
Q4 | $664K | Sell |
3,020
-142
| -4% | -$31.2K | 0.06% | 189 |
|
|
2024
Q3 | $699K | Buy |
3,162
+47
| +2% | +$10.4K | 0.07% | 182 |
|
|
2024
Q2 | $539K | Sell |
3,115
-332
| -10% | -$57.4K | 0.05% | 200 |
|
|
2024
Q1 | $658K | Sell |
3,447
-68
| -2% | -$13K | 0.07% | 190 |
|
|
2023
Q4 | $575K | Sell |
3,515
-116
| -3% | -$19K | 0.06% | 195 |
|
|
2023
Q3 | $509K | Buy |
3,631
+1
| +0% | +$140 | 0.06% | 199 |
|
|
2023
Q2 | $486K | Sell |
3,630
-123
| -3% | -$16.5K | 0.06% | 205 |
|
|
2023
Q1 | $492K | Buy |
+3,753
| New | +$492K | 0.06% | 208 |
|
|
2022
Q3 | $594K | Buy |
4,996
+287
| +6% | +$34.1K | 0.09% | 179 |
|
|
2022
Q2 | $664K | Buy |
4,709
+38
| +0.8% | +$5.36K | 0.09% | 177 |
|
|
2022
Q1 | $634K | Sell |
4,671
-689
| -13% | -$93.5K | 0.08% | 192 |
|
|
2021
Q4 | $716K | Sell |
5,360
-259
| -5% | -$34.6K | 0.08% | 183 |
|
|
2021
Q3 | $746K | Buy |
5,619
+1
| +0% | +$133 | 0.1% | 171 |
|
|
2021
Q2 | $767K | Buy |
5,618
+269
| +5% | +$36.7K | 0.11% | 146 |
|
|
2021
Q1 | $682K | Sell |
5,349
-147
| -3% | -$18.7K | 0.11% | 150 |
|
|
2020
Q4 | $683K | Sell |
5,496
-2
| -0% | -$249 | 0.12% | 143 |
|
|
2020
Q3 | $639K | Sell |
5,498
-331
| -6% | -$38.5K | 0.13% | 137 |
|
|
2020
Q2 | $673K | Buy |
5,829
+628
| +12% | +$72.5K | 0.16% | 120 |
|
|
2020
Q1 | $551 | Sell |
5,201
-301
| -5% | -$32 | 0.13% | 128 |
|
|
2019
Q4 | $705K | Buy |
5,502
+1,351
| +33% | +$173K | 0.14% | 131 |
|
|
2019
Q3 | $577K | Buy |
4,151
+34
| +0.8% | +$4.73K | 0.13% | 140 |
|
|
2019
Q2 | $542K | Sell |
4,117
-869
| -17% | -$114K | 0.13% | 145 |
|
|
2019
Q1 | $672K | Sell |
4,986
-474
| -9% | -$63.9K | 0.16% | 124 |
|
|
2018
Q4 | $593 | Buy |
5,460
+844
| +18% | +$92 | 0.14% | 126 |
|
|
2018
Q3 | $667K | Buy |
4,616
+2,479
| +116% | +$358K | 0.16% | 124 |
|
|
2018
Q2 | $285K | Buy |
2,137
+49
| +2% | +$6.54K | 0.07% | 191 |
|
|
2018
Q1 | $306K | Sell |
2,088
-50
| -2% | -$7.33K | 0.08% | 185 |
|
|
2017
Q4 | $313K | Sell |
2,138
-281
| -12% | -$41.1K | 0.08% | 184 |
|
|
2017
Q3 | $335K | Sell |
2,419
-20
| -0.8% | -$2.77K | 0.09% | 178 |
|
|
2017
Q2 | $358K | Sell |
2,439
-36
| -1% | -$5.28K | 0.1% | 161 |
|
|
2017
Q1 | $412K | Sell |
2,475
-114
| -4% | -$19K | 0.12% | 150 |
|
|
2016
Q4 | $410K | Sell |
2,589
-62
| -2% | -$9.82K | 0.14% | 149 |
|
|
2016
Q3 | $402K | Buy |
2,651
+85
| +3% | +$12.9K | 0.14% | 149 |
|
|
2016
Q2 | $372K | Sell |
2,566
-49
| -2% | -$7.1K | 0.14% | 136 |
|
|
2016
Q1 | $378K | Sell |
2,615
-2,261
| -46% | -$327K | 0.13% | 136 |
|
|
2015
Q4 | $641 | Sell |
4,876
-339
| -7% | -$45 | 0.22% | 90 |
|
|
2015
Q3 | $722K | Sell |
5,215
-113
| -2% | -$15.6K | 0.3% | 83 |
|
|
2015
Q2 | $828K | Sell |
5,328
-355
| -6% | -$55.2K | 0.33% | 78 |
|
|
2015
Q1 | $872 | Sell |
5,683
-2,023
| -26% | -$310 | 0.24% | 76 |
|
|
2014
Q4 | $1.18M | Sell |
7,706
-187
| -2% | -$28.7K | 0.45% | 54 |
|
|
2014
Q3 | $1.43M | Sell |
7,893
-166
| -2% | -$30.1K | 0.5% | 43 |
|
|
2014
Q2 | $1.4M | Sell |
8,059
-318
| -4% | -$55.1K | 0.53% | 44 |
|
|
2014
Q1 | $1.54M | Sell |
8,377
-599
| -7% | -$110K | 0.61% | 38 |
|
|
2013
Q4 | $1.61M | Buy |
8,976
+559
| +7% | +$100K | 0.65% | 35 |
|
|
2013
Q3 | $1.49M | Sell |
8,417
-3,195
| -28% | -$566K | 0.67% | 34 |
|
|
2013
Q2 | $2.12M | Buy |
+11,612
| New | +$2.12M | 0.98% | 21 |
|