Wealth Enhancement Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320M | Sell |
1,095,434
-62,932
| -5% | -$18.4M | 0.53% | 31 |
|
|
2025
Q1 | $288M | Buy |
1,158,366
+250,283
| +28% | +$62.2M | 0.55% | 29 |
|
|
2024
Q4 | $200M | Buy |
908,083
+128,615
| +17% | +$28.3M | 0.38% | 46 |
|
|
2024
Q3 | $172M | Buy |
779,468
+68,760
| +10% | +$15.2M | 0.37% | 49 |
|
|
2024
Q2 | $123M | Buy |
710,708
+47,388
| +7% | +$8.2M | 0.29% | 67 |
|
|
2024
Q1 | $127M | Buy |
663,320
+2,135
| +0.3% | +$408K | 0.33% | 61 |
|
|
2023
Q4 | $108M | Buy |
661,185
+422,408
| +177% | +$69.1M | 0.31% | 66 |
|
|
2023
Q3 | $33.5M | Buy |
238,777
+102,276
| +75% | +$14.3M | 0.11% | 191 |
|
|
2023
Q2 | $18.3M | Buy |
136,501
+1,627
| +1% | +$218K | 0.2% | 59 |
|
|
2023
Q1 | $17.7M | Buy |
134,874
+122,276
| +971% | +$16M | 0.21% | 58 |
|
|
2022
Q4 | $1.7M | Buy |
12,598
+69
| +0.6% | +$9.34K | 0.02% | 184 |
|
|
2022
Q3 | $1.49M | Sell |
12,529
-583
| -4% | -$69.3K | 0.02% | 196 |
|
|
2022
Q2 | $1.84M | Buy |
13,112
+553
| +4% | +$77.7K | 0.03% | 205 |
|
|
2022
Q1 | $1.64M | Sell |
12,559
-332
| -3% | -$43.2K | 0.02% | 199 |
|
|
2021
Q4 | $1.72M | Buy |
12,891
+127
| +1% | +$17K | 0.02% | 179 |
|
|
2021
Q3 | $1.62M | Buy |
12,764
+3
| +0% | +$381 | 0.02% | 159 |
|
|
2021
Q2 | $1.79M | Buy |
12,761
+1,045
| +9% | +$147K | 0.03% | 146 |
|
|
2021
Q1 | $1.57M | Buy |
11,716
+197
| +2% | +$26.4K | 0.03% | 151 |
|
|
2020
Q4 | $1.48M | Buy |
11,519
+4
| +0% | +$514 | 0.03% | 131 |
|
|
2020
Q3 | $1.47M | Sell |
11,515
-21,345
| -65% | -$2.72M | 0.04% | 167 |
|
|
2020
Q2 | $4.23M | Sell |
32,860
-18,751
| -36% | -$2.41M | 0.12% | 65 |
|
|
2020
Q1 | $6.52M | Buy |
51,611
+36,572
| +243% | +$4.62M | 0.23% | 52 |
|
|
2019
Q4 | $2.02M | Buy |
15,039
+161
| +1% | +$21.6K | 0.07% | 108 |
|
|
2019
Q3 | $2.12M | Sell |
14,878
-7,726
| -34% | -$1.1M | 0.09% | 95 |
|
|
2019
Q2 | $3.41M | Sell |
22,604
-12,354
| -35% | -$1.86M | 0.15% | 56 |
|
|
2019
Q1 | $4.91M | Buy |
34,958
+19,884
| +132% | +$2.79M | 0.28% | 37 |
|
|
2018
Q4 | $1.87M | Buy |
15,074
+201
| +1% | +$24.9K | 0.12% | 68 |
|
|
2018
Q3 | $1.89M | Buy |
14,873
+26
| +0.2% | +$3.3K | 0.11% | 65 |
|
|
2018
Q2 | $2.15M | Sell |
14,847
-7,241
| -33% | -$1.05M | 0.13% | 63 |
|
|
2018
Q1 | $3.49M | Sell |
22,088
-1,868
| -8% | -$295K | 0.23% | 44 |
|
|
2017
Q4 | $3.91M | Sell |
23,956
-1,363
| -5% | -$222K | 0.28% | 41 |
|
|
2017
Q3 | $3.71M | Buy |
25,319
+10,052
| +66% | +$1.47M | 0.31% | 45 |
|
|
2017
Q2 | $2.33M | Buy |
+15,267
| New | +$2.33M | 0.22% | 57 |
|
|
2017
Q1 | – | Sell |
-12,515
| Closed | -$2.08M | – | 157 |
|
|
2016
Q4 | $2.08M | Buy |
12,515
+8,324
| +199% | +$1.38M | 0.25% | 53 |
|
|
2016
Q3 | $658K | Buy |
+4,191
| New | +$658K | 0.1% | 121 |
|