WA
WealthTrust Axiom’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
43,424
-5,933
| -12% | -$1.75M | 3.76% | 4 |
|
|
2025
Q1 | $12.3M | Sell |
49,357
-2,641
| -5% | -$657K | 3.74% | 3 |
|
|
2024
Q4 | $11.4M | Sell |
51,998
-493
| -0.9% | -$108K | 3.41% | 5 |
|
|
2024
Q3 | $11.6M | Sell |
52,491
-699
| -1% | -$155K | 3.44% | 4 |
|
|
2024
Q2 | $9.2M | Sell |
53,190
-470
| -0.9% | -$81.3K | 3.05% | 6 |
|
|
2024
Q1 | $10.2M | Sell |
53,660
-1,458
| -3% | -$278K | 3.3% | 5 |
|
|
2023
Q4 | $9.01M | Buy |
55,118
+740
| +1% | +$121K | 3.01% | 6 |
|
|
2023
Q3 | $7.63M | Sell |
54,378
-280
| -0.5% | -$39.3K | 2.74% | 7 |
|
|
2023
Q2 | $7.31M | Sell |
54,658
-415
| -0.8% | -$55.5K | 2.43% | 7 |
|
|
2023
Q1 | $7.22M | Sell |
55,073
-458
| -0.8% | -$60K | 2.46% | 8 |
|
|
2022
Q4 | $7.82M | Sell |
55,531
-2,255
| -4% | -$318K | 2.73% | 6 |
|
|
2022
Q3 | $6.87M | Sell |
57,786
-414
| -0.7% | -$49.2K | 2.62% | 7 |
|
|
2022
Q2 | $8.22M | Sell |
58,200
-98
| -0.2% | -$13.8K | 2.93% | 5 |
|
|
2022
Q1 | $7.58M | Buy |
58,298
+257
| +0.4% | +$33.4K | 2.37% | 8 |
|
|
2021
Q4 | $7.76M | Buy |
58,041
+648
| +1% | +$86.6K | 2.48% | 4 |
|
|
2021
Q3 | $7.97M | Buy |
57,393
+2,160
| +4% | +$300K | 2.7% | 6 |
|
|
2021
Q2 | $8.1M | Sell |
55,233
-610
| -1% | -$89.4K | 2.6% | 5 |
|
|
2021
Q1 | $7.44M | Sell |
55,843
-3,018
| -5% | -$402K | 2.52% | 7 |
|
|
2020
Q4 | $7.41M | Sell |
58,861
-14,724
| -20% | -$1.85M | 2.69% | 5 |
|
|
2020
Q3 | $8.95M | Buy |
73,585
+1,155
| +2% | +$141K | 3.86% | 3 |
|
|
2020
Q2 | $8.75M | Sell |
72,430
-876
| -1% | -$106K | 3.85% | 3 |
|
|
2020
Q1 | $8.13M | Buy |
73,306
+4,980
| +7% | +$552K | 3.99% | 2 |
|
|
2019
Q4 | $9.16M | Sell |
68,326
-1,212
| -2% | -$162K | 3.06% | 3 |
|
|
2019
Q3 | $10.1M | Sell |
69,538
-1,042
| -1% | -$152K | 3.57% | 1 |
|
|
2019
Q2 | $9.73M | Buy |
70,580
+2,549
| +4% | +$351K | 3.38% | 3 |
|
|
2019
Q1 | $9.6M | Buy |
68,031
+12
| +0% | +$1.69K | 3.41% | 3 |
|
|
2018
Q4 | $7.73M | Buy |
68,019
+6,754
| +11% | +$768K | 3.17% | 3 |
|
|
2018
Q3 | $9.26M | Buy |
61,265
+4,108
| +7% | +$621K | 3.13% | 3 |
|
|
2018
Q2 | $7.98M | Buy |
57,157
+2,393
| +4% | +$334K | 2.82% | 3 |
|
|
2018
Q1 | $8.4M | Buy |
54,764
+561
| +1% | +$86.1K | 3.06% | 2 |
|
|
2017
Q4 | $8.32M | Buy |
54,203
+666
| +1% | +$102K | 3.09% | 2 |
|
|
2017
Q3 | $7.77M | Buy |
53,537
+5,533
| +12% | +$803K | 2.95% | 3 |
|
|
2017
Q2 | $7.38M | Sell |
48,004
-701
| -1% | -$108K | 2.77% | 2 |
|
|
2017
Q1 | $8.48M | Buy |
48,705
+964
| +2% | +$168K | 3.1% | 1 |
|
|
2016
Q4 | $7.92M | Buy |
47,741
+8,521
| +22% | +$1.41M | 2.88% | 1 |
|
|
2016
Q3 | $6.23M | Buy |
39,220
+151
| +0.4% | +$24K | 2.33% | 7 |
|
|
2016
Q2 | $5.93M | Sell |
39,069
-128
| -0.3% | -$19.4K | 2.28% | 9 |
|
|
2016
Q1 | $5.94M | Buy |
39,197
+9,893
| +34% | +$1.5M | 2.34% | 8 |
|
|
2015
Q4 | $4.03M | Sell |
29,304
-4,459
| -13% | -$614K | 1.6% | 13 |
|
|
2015
Q3 | $4.89M | Buy |
33,763
+1,051
| +3% | +$152K | 2.04% | 9 |
|
|
2015
Q2 | $5.32M | Buy |
32,712
+5,033
| +18% | +$819K | 1.97% | 12 |
|
|
2015
Q1 | $4.44M | Buy |
27,679
+25,721
| +1,314% | +$4.13M | 1.58% | 17 |
|
|
2014
Q4 | $314K | Sell |
1,958
-34
| -2% | -$5.45K | 0.11% | 144 |
|
|
2014
Q3 | $378K | Buy |
1,992
+42
| +2% | +$7.97K | 0.13% | 120 |
|
|
2014
Q2 | $353K | Sell |
1,950
-888
| -31% | -$161K | 0.12% | 128 |
|
|
2014
Q1 | $546K | Buy |
2,838
+179
| +7% | +$34.4K | 0.2% | 91 |
|
|
2013
Q4 | $498K | Sell |
2,659
-206
| -7% | -$38.6K | 0.19% | 93 |
|
|
2013
Q3 | $530K | Buy |
2,865
+1
| +0% | +$185 | 0.22% | 89 |
|
|
2013
Q2 | $547K | Buy |
+2,864
| New | +$547K | 0.24% | 85 |
|