Western Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
7,232
+648
| +10% | +$191K | 0.13% | 158 |
|
|
2025
Q1 | $1.64M | Buy |
6,584
+487
| +8% | +$121K | 0.11% | 189 |
|
|
2024
Q4 | $1.34M | Sell |
6,097
-10,816
| -64% | -$2.38M | 0.09% | 204 |
|
|
2024
Q3 | $3.74M | Buy |
16,913
+11,686
| +224% | +$2.58M | 0.21% | 96 |
|
|
2024
Q2 | $904K | Hold |
5,227
| – | – | 0.07% | 246 |
|
|
2024
Q1 | $998K | Sell |
5,227
-2,879
| -36% | -$550K | 0.08% | 232 |
|
|
2023
Q4 | $1.33M | Sell |
8,106
-818
| -9% | -$134K | 0.1% | 223 |
|
|
2023
Q3 | $1.25M | Buy |
8,924
+995
| +13% | +$140K | 0.11% | 205 |
|
|
2023
Q2 | $1.06M | Sell |
7,929
-276
| -3% | -$36.9K | 0.09% | 228 |
|
|
2023
Q1 | $1.08M | Buy |
8,205
+316
| +4% | +$41.4K | 0.1% | 220 |
|
|
2022
Q4 | $1.11M | Sell |
7,889
-4,849
| -38% | -$683K | 0.11% | 199 |
|
|
2022
Q3 | $1.56M | Buy |
12,738
+751
| +6% | +$91.9K | 0.09% | 224 |
|
|
2022
Q2 | $1.69M | Buy |
11,987
+2,910
| +32% | +$411K | 0.1% | 209 |
|
|
2022
Q1 | $1.18M | Buy |
9,077
+6,194
| +215% | +$805K | 0.06% | 309 |
|
|
2021
Q4 | $386K | Buy |
+2,883
| New | +$386K | 0.04% | 388 |
|
|
2021
Q2 | $525K | Buy |
3,747
+1,107
| +42% | +$155K | 0.05% | 346 |
|
|
2021
Q1 | $336K | Buy |
2,640
+521
| +25% | +$66.3K | 0.05% | 381 |
|
|
2020
Q4 | $255K | Sell |
2,119
-1,005
| -32% | -$121K | 0.04% | 387 |
|
|
2020
Q3 | $364K | Sell |
3,124
-13
| -0.4% | -$1.52K | 0.06% | 295 |
|
|
2020
Q2 | $363K | Buy |
3,137
+135
| +4% | +$15.6K | 0.07% | 277 |
|
|
2020
Q1 | $319K | Buy |
3,002
+149
| +5% | +$15.8K | 0.07% | 256 |
|
|
2019
Q4 | $366K | Sell |
2,853
-256
| -8% | -$32.8K | 0.06% | 277 |
|
|
2019
Q3 | $435K | Sell |
3,109
-816
| -21% | -$114K | 0.09% | 234 |
|
|
2019
Q2 | $518K | Buy |
3,925
+13
| +0.3% | +$1.72K | 0.07% | 216 |
|
|
2019
Q1 | $526K | Sell |
3,912
-968
| -20% | -$130K | 0.12% | 198 |
|
|
2018
Q4 | $530K | Buy |
+4,880
| New | +$530K | 0.14% | 168 |
|