Wealth Quarterback’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Sell |
3,313
-194
| -6% | -$57.2K | 0.46% | 53 |
|
|
2025
Q1 | $872K | Buy |
3,507
+267
| +8% | +$66.4K | 0.49% | 51 |
|
|
2024
Q4 | $712K | Sell |
3,240
-186
| -5% | -$40.9K | 0.33% | 53 |
|
|
2024
Q3 | $757K | Sell |
3,426
-45
| -1% | -$9.95K | 0.39% | 55 |
|
|
2024
Q2 | $600K | Sell |
3,471
-43
| -1% | -$7.44K | 0.34% | 61 |
|
|
2024
Q1 | $671K | Buy |
3,514
+10
| +0.3% | +$1.91K | 0.37% | 61 |
|
|
2023
Q4 | $573K | Sell |
3,504
-312
| -8% | -$51K | 0.35% | 67 |
|
|
2023
Q3 | $535K | Sell |
3,816
-16
| -0.4% | -$2.25K | 0.46% | 55 |
|
|
2023
Q2 | $513K | Buy |
3,832
+132
| +4% | +$17.7K | 0.36% | 62 |
|
|
2023
Q1 | $485K | Buy |
3,700
+41
| +1% | +$5.38K | 0.41% | 57 |
|
|
2022
Q4 | $516K | Buy |
3,659
+183
| +5% | +$25.8K | 0.43% | 53 |
|
|
2022
Q3 | $413K | Buy |
3,476
+93
| +3% | +$11.1K | 0.44% | 58 |
|
|
2022
Q2 | $478K | Buy |
+3,383
| New | +$478K | 0.37% | 58 |
|
|
2021
Q3 | $412K | Sell |
3,101
-282
| -8% | -$37.5K | 0.27% | 73 |
|
|
2021
Q2 | $474K | Buy |
+3,383
| New | +$474K | 0.29% | 70 |
|
|
2020
Q4 | $464K | Sell |
3,857
-1,300
| -25% | -$156K | 0.39% | 62 |
|
|
2020
Q3 | $595K | Hold |
5,157
| – | – | 0.55% | 50 |
|
|
2020
Q2 | $595K | Sell |
5,157
-1,299
| -20% | -$150K | 0.55% | 50 |
|
|
2020
Q1 | $621K | Sell |
6,456
-99,962
| -94% | -$9.61M | 0.57% | 40 |
|
|
2019
Q4 | $855K | Buy |
+106,418
| New | +$855K | 0.74% | 30 |
|