Wealthcare Advisory Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
21,072
+2,042
| +11% | +$602K | 0.14% | 130 |
|
|
2025
Q1 | $4.73M | Buy |
19,030
+422
| +2% | +$105K | 0.13% | 146 |
|
|
2024
Q4 | $4.09M | Buy |
18,608
+61
| +0.3% | +$13.4K | 0.11% | 157 |
|
|
2024
Q3 | $4.1M | Buy |
18,547
+1,831
| +11% | +$405K | 0.12% | 156 |
|
|
2024
Q2 | $2.89M | Buy |
16,716
+1,211
| +8% | +$209K | 0.09% | 182 |
|
|
2024
Q1 | $2.96M | Buy |
15,505
+1,711
| +12% | +$327K | 0.1% | 177 |
|
|
2023
Q4 | $2.26M | Buy |
13,794
+907
| +7% | +$148K | 0.09% | 179 |
|
|
2023
Q3 | $1.81M | Sell |
12,887
-664
| -5% | -$93.2K | 0.08% | 185 |
|
|
2023
Q2 | $1.81M | Buy |
13,551
+275
| +2% | +$36.8K | 0.08% | 194 |
|
|
2023
Q1 | $1.74M | Sell |
13,276
-533
| -4% | -$69.9K | 0.07% | 197 |
|
|
2022
Q4 | $1.95M | Buy |
13,809
+3,634
| +36% | +$512K | 0.09% | 164 |
|
|
2022
Q3 | $1.21M | Buy |
10,175
+1,346
| +15% | +$160K | 0.07% | 209 |
|
|
2022
Q2 | $1.25M | Buy |
8,829
+441
| +5% | +$62.3K | 0.08% | 177 |
|
|
2022
Q1 | $1.09M | Sell |
8,388
-2,077
| -20% | -$270K | 0.07% | 178 |
|
|
2021
Q4 | $1.4M | Buy |
10,465
+970
| +10% | +$130K | 0.08% | 147 |
|
|
2021
Q3 | $1.26M | Buy |
9,495
+613
| +7% | +$81.4K | 0.08% | 156 |
|
|
2021
Q2 | $1.25M | Buy |
8,882
+657
| +8% | +$92.1K | 0.08% | 159 |
|
|
2021
Q1 | $1.05M | Buy |
8,225
+2,367
| +40% | +$302K | 0.08% | 172 |
|
|
2020
Q4 | $705K | Buy |
5,858
+180
| +3% | +$21.7K | 0.06% | 190 |
|
|
2020
Q3 | $660K | Buy |
5,678
+64
| +1% | +$7.44K | 0.07% | 170 |
|
|
2020
Q2 | $648K | Buy |
5,614
+3,704
| +194% | +$428K | 0.08% | 144 |
|
|
2020
Q1 | $203K | Sell |
1,910
-370
| -16% | -$39.3K | 0.03% | 259 |
|
|
2019
Q4 | $292K | Sell |
2,280
-426
| -16% | -$54.6K | 0.04% | 244 |
|
|
2019
Q3 | $376K | Buy |
2,706
+420
| +18% | +$58.4K | 0.05% | 184 |
|
|
2019
Q2 | $301K | Buy |
2,286
+218
| +11% | +$28.7K | 0.05% | 202 |
|
|
2019
Q1 | $279K | Buy |
2,068
+286
| +16% | +$38.6K | 0.05% | 196 |
|
|
2018
Q4 | $194K | Sell |
1,782
-11
| -0.6% | -$1.2K | 0.04% | 212 |
|
|
2018
Q3 | $259K | Sell |
1,793
-520
| -22% | -$75.1K | 0.05% | 185 |
|
|
2018
Q2 | $309K | Sell |
2,313
-168
| -7% | -$22.4K | 0.06% | 169 |
|
|
2018
Q1 | $364K | Buy |
2,481
+706
| +40% | +$104K | 0.08% | 134 |
|
|
2017
Q4 | $260K | Buy |
1,775
+528
| +42% | +$77.3K | 0.07% | 147 |
|
|
2017
Q3 | $173K | Buy |
1,247
+1,072
| +613% | +$149K | 0.05% | 159 |
|
|
2017
Q2 | $26K | Hold |
175
| – | – | 0.01% | 59 |
|
|
2017
Q1 | $29K | Hold |
175
| – | – | 0.02% | 54 |
|
|
2016
Q4 | $28K | Hold |
175
| – | – | 0.02% | 57 |
|
|
2016
Q3 | $27K | Hold |
175
| – | – | 0.02% | 45 |
|
|
2016
Q2 | $25K | Buy |
+175
| New | +$25K | 0.02% | 63 |
|