WealthShield 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 | $1.15M | Buy |
3,906
+1,441
| +58% | +$425K | 0.14% | 162 |
|
|
2025
Q1 | $613K | Buy |
2,465
+174
| +8% | +$43.3K | 0.08% | 204 |
|
|
2024
Q4 | $504K | Sell |
2,291
-210
| -8% | -$46.2K | 0.07% | 213 |
|
|
2024
Q3 | $553K | Sell |
2,501
-2
| -0.1% | -$442 | 0.07% | 203 |
|
|
2024
Q2 | $433K | Buy |
2,503
+113
| +5% | +$19.5K | 0.07% | 212 |
|
|
2024
Q1 | $456K | Buy |
2,390
+6
| +0.3% | +$1.15K | 0.07% | 201 |
|
|
2023
Q4 | $390K | Sell |
2,384
-132
| -5% | -$21.6K | 0.06% | 219 |
|
|
2023
Q3 | $353K | Sell |
2,516
-34
| -1% | -$4.77K | 0.05% | 236 |
|
|
2023
Q2 | $341K | Sell |
2,550
-23
| -0.9% | -$3.08K | 0.05% | 242 |
|
|
2023
Q1 | $337K | Buy |
2,573
+48
| +2% | +$6.29K | 0.05% | 235 |
|
|
2022
Q4 | $356K | Sell |
2,525
-1,218
| -33% | -$172K | 0.07% | 228 |
|
|
2022
Q3 | $445K | Sell |
3,743
-64
| -2% | -$7.61K | 0.09% | 205 |
|
|
2022
Q2 | $538K | Sell |
3,807
-1,506
| -28% | -$213K | 0.11% | 188 |
|
|
2022
Q1 | $691K | Sell |
5,313
-3,751
| -41% | -$488K | 0.11% | 191 |
|
|
2021
Q4 | $1.21M | Buy |
9,064
+4,843
| +115% | +$647K | 0.2% | 109 |
|
|
2021
Q3 | $561K | Sell |
4,221
-230
| -5% | -$30.6K | 0.15% | 131 |
|
|
2021
Q2 | $624K | Sell |
4,451
-142
| -3% | -$19.9K | 0.1% | 143 |
|
|
2021
Q1 | $584K | Sell |
4,593
-70
| -2% | -$8.9K | 0.11% | 139 |
|
|
2020
Q4 | $561K | Buy |
4,663
+2,162
| +86% | +$260K | 0.1% | 154 |
|
|
2020
Q3 | $291K | Buy |
2,501
+6
| +0.2% | +$698 | 0.1% | 196 |
|
|
2020
Q2 | $288K | Buy |
2,495
+153
| +7% | +$17.7K | 0.13% | 156 |
|
|
2020
Q1 | $248K | Buy |
2,342
+61
| +3% | +$6.46K | 0.15% | 130 |
|
|
2019
Q4 | $292K | Hold |
2,281
| – | – | 0.14% | 140 |
|
|
2019
Q3 | $317K | Hold |
2,281
| – | – | 0.17% | 129 |
|
|
2019
Q2 | $301K | Hold |
2,281
| – | – | 0.17% | 117 |
|
|
2019
Q1 | $308K | Sell |
2,281
-737
| -24% | -$99.5K | 0.17% | 102 |
|
|
2018
Q4 | $328K | Sell |
3,018
-722
| -19% | -$78.5K | 0.22% | 85 |
|
|
2018
Q3 | $541K | Buy |
3,740
+1,808
| +94% | +$262K | 0.31% | 59 |
|
|
2018
Q2 | $258K | Sell |
1,932
-90
| -4% | -$12K | 0.16% | 102 |
|
|
2018
Q1 | $297K | Sell |
2,022
-512
| -20% | -$75.2K | 0.19% | 85 |
|
|
2017
Q4 | $373K | Buy |
+2,534
| New | +$373K | 0.23% | 80 |
|