Wealthcare 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	–	Sell	-845	Closed	-$210K	–	88
2025 Q1	$210K	Buy	+845	New	+$210K	0.02%	86
2021 Q2	–	Sell	-563	Closed	-$72K	–	343
2021 Q1	$72K	Buy	+563	New	+$72K	0.01%	118
2020 Q2	–	Sell	-538	Closed	-$57K	–	136
2020 Q1	$57K	Sell	538 -31	-5%	-$3.28K	0.01%	84
2019 Q4	$73K	Buy	569 +69	+14%	+$8.85K	0.01%	92
2019 Q3	$69K	Buy	500 +4	+0.8%	+$552	0.01%	90
2019 Q2	$65K	Buy	496 +4	+0.8%	+$524	0.01%	88
2019 Q1	$66K	Buy	492 +5	+1%	+$671	0.01%	86
2018 Q4	$53K	Buy	487 +4	+0.8%	+$435	0.01%	90
2018 Q3	$70K	Sell	483 -3	-0.6%	-$435	0.01%	79
2018 Q2	$65K	Buy	486 +35	+8%	+$4.68K	0.01%	78
2018 Q1	$66K	Buy	451 +3	+0.7%	+$439	0.01%	76
2017 Q4	$66K	Buy	448 +3	+0.7%	+$442	0.01%	77
2017 Q3	$62K	Buy	445 +4	+0.9%	+$557	0.01%	75
2017 Q2	$65K	Buy	441 +3	+0.7%	+$442	0.01%	74
2017 Q1	$73K	Buy	438 +3	+0.7%	+$500	0.01%	70
2016 Q4	$69K	Buy	435 +65	+18%	+$10.3K	0.01%	66
2016 Q3	$56K	Buy	370 +3	+0.8%	+$454	0.01%	68
2016 Q2	$53K	Buy	367 +3	+0.8%	+$433	0.01%	69
2016 Q1	$53K	Sell	364 -96	-21%	-$14K	0.01%	78
2015 Q4	$61K	Sell	460 -92	-17%	-$12.2K	0.01%	78
2015 Q3	$76K	Buy	552 +3	+0.5%	+$413	0.01%	78
2015 Q2	$85K	Sell	549 -631	-53%	-$97.7K	0.01%	78
2015 Q1	$181K	Buy	1,180 +1,136	+2,582%	+$174K	0.02%	103
2014 Q4	$7K	Sell	44 -45	-51%	-$7.16K	﹤0.01%	145
2014 Q3	$16K	Hold	89	–	–	﹤0.01%	119
2014 Q2	$15K	Hold	89	–	–	﹤0.01%	114
2014 Q1	$16K	Buy	+89	New	+$16K	﹤0.01%	109