WA
Wealth Architects’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,749
-12
| -0.3% | -$3.54K | 0.11% | 84 |
|
|
2025
Q1 | $935K | Buy |
3,761
+20
| +0.5% | +$4.97K | 0.1% | 95 |
|
|
2024
Q4 | $822K | Sell |
3,741
-36
| -1% | -$7.91K | 0.09% | 93 |
|
|
2024
Q3 | $835K | Sell |
3,777
-4
| -0.1% | -$884 | 0.09% | 89 |
|
|
2024
Q2 | $654K | Sell |
3,781
-1
| -0% | -$173 | 0.08% | 103 |
|
|
2024
Q1 | $722K | Sell |
3,782
-1,910
| -34% | -$365K | 0.1% | 98 |
|
|
2023
Q4 | $931K | Buy |
5,692
+1,866
| +49% | +$305K | 0.13% | 74 |
|
|
2023
Q3 | $537K | Buy |
3,826
+168
| +5% | +$23.6K | 0.09% | 101 |
|
|
2023
Q2 | $489K | Sell |
3,658
-83
| -2% | -$11.1K | 0.08% | 115 |
|
|
2023
Q1 | $490K | Sell |
3,741
-5
| -0.1% | -$655 | 0.09% | 107 |
|
|
2022
Q4 | $528K | Sell |
3,746
-22
| -0.6% | -$3.1K | 0.1% | 93 |
|
|
2022
Q3 | $448K | Sell |
3,768
-289
| -7% | -$34.4K | 0.09% | 98 |
|
|
2022
Q2 | $573K | Sell |
4,057
-269
| -6% | -$38K | 0.11% | 86 |
|
|
2022
Q1 | $562K | Sell |
4,326
-390
| -8% | -$50.7K | 0.1% | 100 |
|
|
2021
Q4 | $630K | Sell |
4,716
-32
| -0.7% | -$4.28K | 0.11% | 90 |
|
|
2021
Q3 | $660K | Sell |
4,748
-96
| -2% | -$13.3K | 0.13% | 74 |
|
|
2021
Q2 | $710K | Buy |
4,844
+109
| +2% | +$16K | 0.14% | 67 |
|
|
2021
Q1 | $631K | Sell |
4,735
-384
| -8% | -$51.2K | 0.14% | 70 |
|
|
2020
Q4 | $644K | Buy |
5,119
+212
| +4% | +$26.7K | 0.15% | 62 |
|
|
2020
Q3 | $597K | Buy |
4,907
+220
| +5% | +$26.8K | 0.16% | 61 |
|
|
2020
Q2 | $566K | Sell |
4,687
-47
| -1% | -$5.68K | 0.16% | 61 |
|
|
2020
Q1 | $525K | Sell |
4,734
-206
| -4% | -$22.8K | 0.18% | 55 |
|
|
2019
Q4 | $662K | Sell |
4,940
-757
| -13% | -$101K | 0.18% | 49 |
|
|
2019
Q3 | $828K | Sell |
5,697
-8
| -0.1% | -$1.16K | 0.25% | 41 |
|
|
2019
Q2 | $787K | Sell |
5,705
-546
| -9% | -$75.3K | 0.24% | 44 |
|
|
2019
Q1 | $882K | Sell |
6,251
-40
| -0.6% | -$5.64K | 0.28% | 38 |
|
|
2018
Q4 | $715K | Sell |
6,291
-556
| -8% | -$63.2K | 0.26% | 41 |
|
|
2018
Q3 | $1.04M | Buy |
6,847
+1,016
| +17% | +$154K | 0.32% | 33 |
|
|
2018
Q2 | $815K | Sell |
5,831
-18
| -0.3% | -$2.52K | 0.26% | 38 |
|
|
2018
Q1 | $897K | Sell |
5,849
-4
| -0.1% | -$613 | 0.3% | 36 |
|
|
2017
Q4 | $898K | Sell |
5,853
-392
| -6% | -$60.1K | 0.29% | 38 |
|
|
2017
Q3 | $906K | Sell |
6,245
-20
| -0.3% | -$2.9K | 0.32% | 35 |
|
|
2017
Q2 | $963K | Sell |
6,265
-34
| -0.5% | -$5.23K | 0.36% | 32 |
|
|
2017
Q1 | $1.1M | Buy |
6,299
+3
| +0% | +$522 | 0.44% | 29 |
|
|
2016
Q4 | $1.05M | Sell |
6,296
-406
| -6% | -$67.4K | 0.47% | 29 |
|
|
2016
Q3 | $1.06M | Sell |
6,702
-14
| -0.2% | -$2.22K | 0.49% | 26 |
|
|
2016
Q2 | $1.02M | Buy |
6,716
+13
| +0.2% | +$1.97K | 0.49% | 26 |
|
|
2016
Q1 | $1.02M | Sell |
6,703
-965
| -13% | -$146K | 0.51% | 27 |
|
|
2015
Q4 | $1.06M | Buy |
7,668
+1,186
| +18% | +$163K | 0.52% | 24 |
|
|
2015
Q3 | $940K | Sell |
6,482
-268
| -4% | -$38.9K | 0.5% | 29 |
|
|
2015
Q2 | $1.1M | Buy |
6,750
+1,641
| +32% | +$267K | 0.59% | 19 |
|
|
2015
Q1 | $820K | Sell |
5,109
-185
| -3% | -$29.7K | 0.47% | 28 |
|
|
2014
Q4 | $849K | Buy |
+5,294
| New | +$849K | 0.5% | 26 |
|