WestEnd 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 | $3.83K | Sell |
13
-2
| -13% | -$590 | ﹤0.01% | 113 |
|
|
2025
Q1 | $3.73K | Buy |
15
+11
| +275% | +$2.74K | ﹤0.01% | 116 |
|
|
2024
Q4 | $879 | Hold |
4
| – | – | ﹤0.01% | 141 |
|
|
2024
Q3 | $884 | Sell |
4
-1
| -20% | -$221 | ﹤0.01% | 135 |
|
|
2024
Q2 | $865 | Hold |
5
| – | – | ﹤0.01% | 129 |
|
|
2024
Q1 | $955 | Hold |
5
| – | – | ﹤0.01% | 118 |
|
|
2023
Q4 | $818 | Hold |
5
| – | – | ﹤0.01% | 122 |
|
|
2023
Q3 | $702 | Buy |
+5
| New | +$702 | ﹤0.01% | 127 |
|
|
2023
Q2 | – | Hold |
0
| – | -$787 | – | 165 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$845 | – | 123 |
|
|
2022
Q4 | $845 | Sell |
6
-1
| -14% | -$141 | ﹤0.01% | 107 |
|
|
2022
Q3 | $1K | Sell |
7
-1
| -13% | -$143 | ﹤0.01% | 113 |
|
|
2022
Q2 | $1.13K | Buy |
+8
| New | +$1.13K | ﹤0.01% | 101 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$801 | – | 115 |
|
|
2021
Q4 | $801 | Buy |
+6
| New | +$801 | ﹤0.01% | 121 |
|
|
2021
Q3 | – | Hold |
0
| – | -$879K | – | 107 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 102 |
|
|
2013
Q4 | – | Sell |
-782,887
| Closed | -$139M | – | 36 |
|
|
2013
Q3 | $139M | Sell |
782,887
-8,283
| -1% | -$1.47M | 4.54% | 17 |
|
|
2013
Q2 | $145M | Buy |
+791,170
| New | +$145M | 4.75% | 17 |
|