WealthOne’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $250K | Sell |
1,785
-755
| -30% | -$106K | 0.1% | 68 |
|
|
2023
Q2 | $340K | Buy |
2,540
+136
| +6% | +$18.2K | 0.12% | 68 |
|
|
2023
Q1 | $315K | Buy |
2,404
+48
| +2% | +$6.29K | 0.12% | 72 |
|
|
2022
Q4 | $332K | Buy |
2,356
+8
| +0.3% | +$1.13K | 0.13% | 72 |
|
|
2022
Q3 | $279K | Buy |
2,348
+10
| +0.4% | +$1.19K | 0.12% | 77 |
|
|
2022
Q2 | $330K | Buy |
2,338
+8
| +0.3% | +$1.13K | 0.14% | 81 |
|
|
2022
Q1 | $303K | Buy |
2,330
+804
| +53% | +$105K | 0.11% | 90 |
|
|
2021
Q4 | $204K | Sell |
1,526
-1,240
| -45% | -$166K | 0.07% | 112 |
|
|
2021
Q3 | $367K | Buy |
2,766
+19
| +0.7% | +$2.52K | 0.14% | 84 |
|
|
2021
Q2 | $385K | Buy |
2,747
+18
| +0.7% | +$2.52K | 0.15% | 77 |
|
|
2021
Q1 | $348K | Buy |
2,729
+21
| +0.8% | +$2.68K | 0.15% | 90 |
|
|
2020
Q4 | $326K | Buy |
2,708
+20
| +0.7% | +$2.41K | 0.16% | 79 |
|
|
2020
Q3 | $313K | Buy |
2,688
+21
| +0.8% | +$2.45K | 0.18% | 72 |
|
|
2020
Q2 | $308K | Buy |
2,667
+19
| +0.7% | +$2.19K | 0.19% | 72 |
|
|
2020
Q1 | $281K | Buy |
2,648
+150
| +6% | +$15.9K | 0.22% | 66 |
|
|
2019
Q4 | $320K | Buy |
2,498
+695
| +39% | +$89K | 0.2% | 68 |
|
|
2019
Q3 | $251K | Buy |
1,803
+73
| +4% | +$10.2K | 0.18% | 72 |
|
|
2019
Q2 | $228K | Sell |
1,730
-96
| -5% | -$12.7K | 0.16% | 90 |
|
|
2019
Q1 | $246K | Sell |
1,826
-97
| -5% | -$13.1K | 0.28% | 67 |
|
|
2018
Q4 | $209K | Buy |
+1,923
| New | +$209K | 0.18% | 74 |
|