WJWM
Williams Jones Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Sell |
111,451
-5,382
| -5% | -$1.59M | 0.39% | 53 |
|
|
2025
Q1 | $29.1M | Sell |
116,833
-6,093
| -5% | -$1.52M | 0.37% | 53 |
|
|
2024
Q4 | $27M | Sell |
122,926
-1,798
| -1% | -$395K | 0.33% | 58 |
|
|
2024
Q3 | $27.6M | Sell |
124,724
-2,013
| -2% | -$445K | 0.32% | 57 |
|
|
2024
Q2 | $21.9M | Sell |
126,737
-54,468
| -30% | -$9.42M | 0.27% | 66 |
|
|
2024
Q1 | $34.6M | Buy |
181,205
+91,287
| +102% | +$17.4M | 0.44% | 51 |
|
|
2023
Q4 | $14.7M | Buy |
89,918
+40,657
| +83% | +$6.65M | 0.21% | 80 |
|
|
2023
Q3 | $6.91M | Sell |
49,261
-504
| -1% | -$70.7K | 0.11% | 119 |
|
|
2023
Q2 | $6.66M | Sell |
49,765
-2,368
| -5% | -$317K | 0.1% | 124 |
|
|
2023
Q1 | $6.83M | Sell |
52,133
-512
| -1% | -$67.1K | 0.11% | 125 |
|
|
2022
Q4 | $7.42M | Buy |
52,645
+615
| +1% | +$86.6K | 0.12% | 118 |
|
|
2022
Q3 | $6.18M | Sell |
52,030
-1,747
| -3% | -$208K | 0.11% | 124 |
|
|
2022
Q2 | $7.59M | Buy |
53,777
+13,728
| +34% | +$1.94M | 0.12% | 116 |
|
|
2022
Q1 | $5.21M | Buy |
40,049
+4,418
| +12% | +$574K | 0.07% | 141 |
|
|
2021
Q4 | $4.76M | Sell |
35,631
-5,209
| -13% | -$696K | 0.06% | 146 |
|
|
2021
Q3 | $5.67M | Buy |
40,840
+315
| +0.8% | +$43.8K | 0.08% | 134 |
|
|
2021
Q2 | $5.94M | Sell |
40,525
-738
| -2% | -$108K | 0.08% | 137 |
|
|
2021
Q1 | $5.5M | Sell |
41,263
-4,384
| -10% | -$584K | 0.09% | 136 |
|
|
2020
Q4 | $5.75M | Buy |
45,647
+3,626
| +9% | +$456K | 0.09% | 118 |
|
|
2020
Q3 | $5.11M | Sell |
42,021
-2,314
| -5% | -$282K | 0.09% | 115 |
|
|
2020
Q2 | $5.35M | Sell |
44,335
-4,996
| -10% | -$603K | 0.11% | 104 |
|
|
2020
Q1 | $5.47M | Buy |
49,331
+6,251
| +15% | +$693K | 0.14% | 91 |
|
|
2019
Q4 | $5.77M | Sell |
43,080
-7,588
| -15% | -$1.02M | 0.11% | 112 |
|
|
2019
Q3 | $7.37M | Buy |
+50,668
| New | +$7.37M | 0.15% | 95 |
|