Wealthquest’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
1,680
+100
| +6% | +$29.5K | 0.04% | 77 |
|
|
2025
Q1 | $393K | Buy |
1,580
+7
| +0.4% | +$1.74K | 0.03% | 86 |
|
|
2024
Q4 | $346K | Sell |
1,573
-186
| -11% | -$40.9K | 0.03% | 92 |
|
|
2024
Q3 | $386K | Hold |
1,759
| – | – | 0.03% | 83 |
|
|
2024
Q2 | $304K | Buy |
1,759
+37
| +2% | +$6.4K | 0.03% | 95 |
|
|
2024
Q1 | $329K | Sell |
1,722
-125
| -7% | -$23.9K | 0.04% | 98 |
|
|
2023
Q4 | $302K | Sell |
1,847
-1,641
| -47% | -$268K | 0.03% | 109 |
|
|
2023
Q3 | $489K | Sell |
3,488
-134
| -4% | -$18.8K | 0.06% | 76 |
|
|
2023
Q2 | $485K | Buy |
3,622
+275
| +8% | +$36.8K | 0.06% | 72 |
|
|
2023
Q1 | $439K | Hold |
3,347
| – | – | 0.06% | 75 |
|
|
2022
Q4 | $472K | Hold |
3,347
| – | – | 0.06% | 78 |
|
|
2022
Q3 | $397K | Sell |
3,347
-490
| -13% | -$58.1K | 0.06% | 84 |
|
|
2022
Q2 | $541K | Hold |
3,837
| – | – | 0.08% | 71 |
|
|
2022
Q1 | $512K | Hold |
3,837
| – | – | 0.08% | 78 |
|
|
2021
Q4 | $512K | Sell |
3,837
-939
| -20% | -$125K | 0.08% | 78 |
|
|
2021
Q3 | $634K | Buy |
4,776
+283
| +6% | +$37.6K | 0.11% | 64 |
|
|
2021
Q2 | $629K | Sell |
4,493
-303
| -6% | -$42.4K | 0.11% | 70 |
|
|
2021
Q1 | $610K | Buy |
4,796
+201
| +4% | +$25.6K | 0.11% | 68 |
|
|
2020
Q4 | $552K | Sell |
4,595
-598
| -12% | -$71.8K | 0.12% | 67 |
|
|
2020
Q3 | $604K | Hold |
5,193
| – | – | 0.15% | 56 |
|
|
2020
Q2 | $599K | Buy |
+5,193
| New | +$599K | 0.15% | 62 |
|
|
2019
Q4 | $665K | Sell |
5,193
-382
| -7% | -$48.9K | 0.19% | 69 |
|
|
2019
Q3 | $775K | Hold |
5,575
| – | – | 0.26% | 61 |
|
|
2019
Q2 | $735K | Hold |
5,575
| – | – | 0.28% | 61 |
|
|
2019
Q1 | $752K | Hold |
5,575
| – | – | 0.28% | 61 |
|
|
2018
Q4 | $605K | Buy |
+5,575
| New | +$605K | 0.25% | 68 |
|
|
2015
Q3 | $556K | Sell |
4,008
-209
| -5% | -$29K | 1.01% | 12 |
|
|
2015
Q2 | $656K | Sell |
4,217
-119
| -3% | -$18.5K | 0.96% | 13 |
|
|
2015
Q1 | $665K | Hold |
4,336
| – | – | 0.96% | 14 |
|
|
2014
Q4 | $665K | Buy |
+4,336
| New | +$665K | 0.68% | 14 |
|