WESPAC Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Hold |
1,165
| – | – | 0.24% | 130 |
|
|
2025
Q1 | $290K | Hold |
1,165
| – | – | 0.24% | 124 |
|
|
2024
Q4 | $256K | Sell |
1,165
-162
| -12% | -$35.6K | 0.19% | 143 |
|
|
2024
Q3 | $293K | Hold |
1,327
| – | – | 0.22% | 128 |
|
|
2024
Q2 | $230K | Sell |
1,327
-385
| -22% | -$66.6K | 0.18% | 136 |
|
|
2024
Q1 | $327K | Buy |
1,712
+155
| +10% | +$29.6K | 0.19% | 133 |
|
|
2023
Q4 | $255K | Buy |
1,557
+101
| +7% | +$16.5K | 0.18% | 126 |
|
|
2023
Q3 | $204K | Buy |
+1,456
| New | +$204K | 0.15% | 135 |
|
|
2021
Q1 | – | Sell |
-13,130
| Closed | -$1.58M | – | 172 |
|
|
2020
Q4 | $1.58M | Buy |
13,130
+4,664
| +55% | +$561K | 1.22% | 26 |
|
|
2020
Q3 | $985K | Sell |
8,466
-284
| -3% | -$33K | 1.22% | 34 |
|
|
2020
Q2 | $1.01M | Buy |
+8,750
| New | +$1.01M | 1.15% | 34 |
|
|
2014
Q4 | – | Sell |
-1,506
| Closed | -$273K | – | 138 |
|
|
2014
Q3 | $273K | Sell |
1,506
-1
| -0.1% | -$181 | 0.22% | 107 |
|
|
2014
Q2 | $261K | Sell |
1,507
-2,028
| -57% | -$351K | 0.3% | 97 |
|
|
2014
Q1 | $651K | Sell |
3,535
-45
| -1% | -$8.29K | 0.56% | 78 |
|
|
2013
Q4 | $642K | Buy |
3,580
+682
| +24% | +$122K | 0.53% | 83 |
|
|
2013
Q3 | $513K | Buy |
2,898
+1,725
| +147% | +$305K | 0.6% | 66 |
|
|
2013
Q2 | $214K | Buy |
+1,173
| New | +$214K | 0.33% | 89 |
|