Wealth Alliance’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
6,155
+148
| +2% | +$43.6K | 0.2% | 94 |
|
|
2025
Q1 | $1.49M | Buy |
6,007
+12
| +0.2% | +$2.98K | 0.18% | 113 |
|
|
2024
Q4 | $1.32M | Sell |
5,995
-154
| -3% | -$33.9K | 0.16% | 127 |
|
|
2024
Q3 | $1.36M | Buy |
6,149
+204
| +3% | +$45.1K | 0.16% | 124 |
|
|
2024
Q2 | $1.03M | Buy |
5,945
+245
| +4% | +$42.4K | 0.13% | 149 |
|
|
2024
Q1 | $1.09M | Sell |
5,700
-46
| -0.8% | -$8.79K | 0.14% | 148 |
|
|
2023
Q4 | $940K | Sell |
5,746
-5
| -0.1% | -$818 | 0.13% | 156 |
|
|
2023
Q3 | $807K | Buy |
5,751
+22
| +0.4% | +$3.09K | 0.13% | 167 |
|
|
2023
Q2 | $767K | Buy |
5,729
+153
| +3% | +$20.5K | 0.11% | 181 |
|
|
2023
Q1 | $731K | Sell |
5,576
-556
| -9% | -$72.9K | 0.12% | 184 |
|
|
2022
Q4 | $864K | Sell |
6,132
-280
| -4% | -$39.4K | 0.15% | 153 |
|
|
2022
Q3 | $762K | Sell |
6,412
-982
| -13% | -$117K | 0.15% | 147 |
|
|
2022
Q2 | $1.04M | Buy |
7,394
+2,494
| +51% | +$352K | 0.2% | 116 |
|
|
2022
Q1 | $637K | Buy |
4,900
+358
| +8% | +$46.5K | 0.13% | 175 |
|
|
2021
Q4 | $607K | Sell |
4,542
-1,099
| -19% | -$147K | 0.12% | 187 |
|
|
2021
Q3 | $749K | Sell |
5,641
-1,840
| -25% | -$244K | 0.17% | 139 |
|
|
2021
Q2 | $1.05M | Buy |
7,481
+477
| +7% | +$66.8K | 0.25% | 96 |
|
|
2021
Q1 | $893K | Sell |
7,004
-413
| -6% | -$52.7K | 0.25% | 96 |
|
|
2020
Q4 | $893K | Buy |
7,417
+799
| +12% | +$96.2K | 0.26% | 88 |
|
|
2020
Q3 | $770K | Buy |
6,618
+745
| +13% | +$86.7K | 0.28% | 84 |
|
|
2020
Q2 | $678K | Buy |
5,873
+3,046
| +108% | +$352K | 0.27% | 94 |
|
|
2020
Q1 | $300K | Buy |
+2,827
| New | +$300K | 0.16% | 158 |
|