Wealthspire Advisors (New York)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
70,066
+12,114
| +21% | +$3.57M | 0.12% | 78 |
|
|
2025
Q1 | $14.4M | Buy |
57,952
+30,369
| +110% | +$7.55M | 0.09% | 92 |
|
|
2024
Q4 | $6.06M | Buy |
27,583
+1,241
| +5% | +$273K | 0.06% | 135 |
|
|
2024
Q3 | $5.82M | Buy |
26,342
+1,156
| +5% | +$256K | 0.06% | 139 |
|
|
2024
Q2 | $4.36M | Sell |
25,186
-103
| -0.4% | -$17.8K | 0.06% | 125 |
|
|
2024
Q1 | $4.83M | Buy |
25,289
+221
| +0.9% | +$42.2K | 0.06% | 114 |
|
|
2023
Q4 | $4.1M | Sell |
25,068
-1,000
| -4% | -$164K | 0.06% | 123 |
|
|
2023
Q3 | $3.66M | Buy |
26,068
+3,534
| +16% | +$496K | 0.06% | 121 |
|
|
2023
Q2 | $3.02M | Sell |
22,534
-900
| -4% | -$120K | 0.05% | 119 |
|
|
2023
Q1 | $3.07M | Sell |
23,434
-2,662
| -10% | -$349K | 0.05% | 120 |
|
|
2022
Q4 | $3.68M | Buy |
26,096
+8,406
| +48% | +$1.18M | 0.07% | 113 |
|
|
2022
Q3 | $2.1M | Buy |
17,690
+2,795
| +19% | +$332K | 0.04% | 138 |
|
|
2022
Q2 | $2.1M | Sell |
14,895
-337
| -2% | -$47.6K | 0.04% | 142 |
|
|
2022
Q1 | $1.98M | Sell |
15,232
-3,263
| -18% | -$424K | 0.04% | 128 |
|
|
2021
Q4 | $2.47M | Sell |
18,495
-3,827
| -17% | -$512K | 0.05% | 125 |
|
|
2021
Q3 | $2.97M | Buy |
22,322
+6,753
| +43% | +$897K | 0.06% | 126 |
|
|
2021
Q2 | $2.18M | Sell |
15,569
-10,736
| -41% | -$1.5M | 0.06% | 104 |
|
|
2021
Q1 | $3.35M | Buy |
26,305
+8,832
| +51% | +$1.13M | 0.08% | 117 |
|
|
2020
Q4 | $2.1M | Buy |
17,473
+10,782
| +161% | +$1.3M | 0.06% | 133 |
|
|
2020
Q3 | $778K | Buy |
6,691
+1,075
| +19% | +$125K | 0.05% | 143 |
|
|
2020
Q2 | $648K | Sell |
5,616
-23,195
| -81% | -$2.68M | 0.05% | 135 |
|
|
2020
Q1 | $3.06M | Buy |
28,811
+24,560
| +578% | +$2.6M | 0.13% | 91 |
|
|
2019
Q4 | $545K | Buy |
4,251
+881
| +26% | +$113K | 0.04% | 99 |
|
|
2019
Q3 | $469K | Buy |
+3,370
| New | +$469K | 0.04% | 89 |
|
|
2019
Q1 | – | Sell |
-1,157
| Closed | -$126K | – | 388 |
|
|
2018
Q4 | $126K | Buy |
+1,157
| New | +$126K | 0.01% | 95 |
|