WealthBridge Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
1,272
-19
| -1% | -$5.6K | 0.1% | 146 |
|
|
2025
Q1 | $321K | Sell |
1,291
-9
| -0.7% | -$2.24K | 0.09% | 147 |
|
|
2024
Q4 | $286K | Hold |
1,300
| – | – | 0.08% | 158 |
|
|
2024
Q3 | $287K | Sell |
1,300
-33
| -2% | -$7.3K | 0.08% | 162 |
|
|
2024
Q2 | $231K | Sell |
1,333
-74
| -5% | -$12.8K | 0.08% | 164 |
|
|
2024
Q1 | $269K | Sell |
1,407
-40
| -3% | -$7.64K | 0.09% | 143 |
|
|
2023
Q4 | $237K | Sell |
1,447
-21
| -1% | -$3.44K | 0.09% | 151 |
|
|
2023
Q3 | $206K | Buy |
+1,468
| New | +$206K | 0.09% | 166 |
|
|
2023
Q1 | – | Sell |
-1,455
| Closed | -$205K | – | 195 |
|
|
2022
Q4 | $205K | Sell |
1,455
-3
| -0.2% | -$423 | 0.09% | 185 |
|
|
2022
Q3 | $206K | Hold |
1,458
| – | – | 0.09% | 186 |
|
|
2022
Q2 | $206K | Buy |
+1,458
| New | +$206K | 0.09% | 186 |
|
|
2022
Q1 | – | Sell |
-1,516
| Closed | -$203K | – | 191 |
|
|
2021
Q4 | $203K | Sell |
1,516
-325
| -18% | -$43.5K | 0.08% | 161 |
|
|
2021
Q3 | $245K | Sell |
1,841
-6
| -0.3% | -$798 | 0.09% | 148 |
|
|
2021
Q2 | $259K | Hold |
1,847
| – | – | 0.09% | 140 |
|
|
2021
Q1 | $235K | Buy |
1,847
+154
| +9% | +$19.6K | 0.1% | 135 |
|
|
2020
Q4 | $204K | Buy |
+1,693
| New | +$204K | 0.09% | 139 |
|
|
2019
Q2 | – | Sell |
-329
| Closed | -$43K | – | 446 |
|
|
2019
Q1 | $43K | Buy |
329
+64
| +24% | +$8.37K | 0.03% | 310 |
|
|
2018
Q4 | $29K | Buy |
+265
| New | +$29K | 0.02% | 334 |
|