Wealthfront Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Buy |
129,255
+7,226
| +6% | +$2.13M | 0.1% | 76 |
|
|
2025
Q1 | $30.3M | Buy |
122,029
+17,144
| +16% | +$4.26M | 0.08% | 79 |
|
|
2024
Q4 | $23.1M | Buy |
104,885
+9,307
| +10% | +$2.05M | 0.07% | 86 |
|
|
2024
Q3 | $21.1M | Buy |
95,578
+1,951
| +2% | +$431K | 0.07% | 85 |
|
|
2024
Q2 | $16.2M | Buy |
93,627
+1,180
| +1% | +$204K | 0.05% | 98 |
|
|
2024
Q1 | $17.7M | Buy |
92,447
+6,107
| +7% | +$1.17M | 0.06% | 90 |
|
|
2023
Q4 | $14.1M | Buy |
86,340
+19,047
| +28% | +$3.12M | 0.05% | 102 |
|
|
2023
Q3 | $9.44M | Buy |
67,293
+6,858
| +11% | +$962K | 0.04% | 126 |
|
|
2023
Q2 | $8.09M | Sell |
60,435
-1,692
| -3% | -$226K | 0.03% | 150 |
|
|
2023
Q1 | $8.14M | Sell |
62,127
-7,202
| -10% | -$944K | 0.04% | 145 |
|
|
2022
Q4 | $9.77M | Buy |
69,329
+1,969
| +3% | +$277K | 0.05% | 119 |
|
|
2022
Q3 | $8M | Sell |
67,360
-18,448
| -21% | -$2.19M | 0.04% | 113 |
|
|
2022
Q2 | $12.1M | Buy |
85,808
+32,536
| +61% | +$4.59M | 0.06% | 75 |
|
|
2022
Q1 | $6.93M | Sell |
53,272
-3,589
| -6% | -$467K | 0.03% | 155 |
|
|
2021
Q4 | $7.6M | Buy |
56,861
+10,862
| +24% | +$1.45M | 0.03% | 132 |
|
|
2021
Q3 | $6.39M | Buy |
45,999
+4,567
| +11% | +$635K | 0.03% | 127 |
|
|
2021
Q2 | $6.07M | Buy |
41,432
+6,713
| +19% | +$984K | 0.03% | 120 |
|
|
2021
Q1 | $4.63M | Buy |
34,719
+2,097
| +6% | +$279K | 0.02% | 125 |
|
|
2020
Q4 | $4.11M | Buy |
32,622
+1,287
| +4% | +$162K | 0.02% | 111 |
|
|
2020
Q3 | $3.81M | Buy |
31,335
+2,130
| +7% | +$259K | 0.03% | 98 |
|
|
2020
Q2 | $3.53M | Sell |
29,205
-3,862
| -12% | -$466K | 0.03% | 100 |
|
|
2020
Q1 | $3.67M | Buy |
33,067
+6,626
| +25% | +$735K | 0.03% | 84 |
|
|
2019
Q4 | $3.54M | Sell |
26,441
-481
| -2% | -$64.5K | 0.03% | 107 |
|
|
2019
Q3 | $3.92M | Buy |
26,922
+871
| +3% | +$127K | 0.03% | 87 |
|
|
2019
Q2 | $3.59M | Buy |
26,051
+853
| +3% | +$118K | 0.03% | 90 |
|
|
2019
Q1 | $3.56M | Sell |
25,198
-1,363
| -5% | -$192K | 0.03% | 92 |
|
|
2018
Q4 | $3.02M | Buy |
+26,561
| New | +$3.02M | 0.03% | 90 |
|