WNY Asset 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 | $613K | Buy |
2,080
+134
| +7% | +$39.5K | 0.07% | 122 |
|
|
2025
Q1 | $484K | Buy |
1,946
+121
| +7% | +$30.1K | 0.06% | 144 |
|
|
2024
Q4 | $401K | Sell |
1,825
-695
| -28% | -$153K | 0.05% | 145 |
|
|
2024
Q3 | $557K | Sell |
2,520
-1,949
| -44% | -$431K | 0.07% | 139 |
|
|
2024
Q2 | $773K | Sell |
4,469
-52
| -1% | -$8.99K | 0.1% | 109 |
|
|
2024
Q1 | $863K | Sell |
4,521
-845
| -16% | -$161K | 0.13% | 102 |
|
|
2023
Q4 | $878K | Buy |
5,366
+374
| +7% | +$61.2K | 0.15% | 96 |
|
|
2023
Q3 | $700K | Sell |
4,992
-3,840
| -43% | -$539K | 0.14% | 97 |
|
|
2023
Q2 | $1.18M | Sell |
8,832
-230
| -3% | -$30.8K | 0.25% | 65 |
|
|
2023
Q1 | $1.19M | Sell |
9,062
-175
| -2% | -$22.9K | 0.28% | 66 |
|
|
2022
Q4 | $1.3M | Sell |
9,237
-698
| -7% | -$98.3K | 0.35% | 61 |
|
|
2022
Q3 | $1.19M | Sell |
9,935
-225
| -2% | -$26.9K | 0.43% | 55 |
|
|
2022
Q2 | $1.43M | Sell |
10,160
-325
| -3% | -$45.8K | 0.49% | 52 |
|
|
2022
Q1 | $1.37M | Sell |
10,485
-324
| -3% | -$42.4K | 0.42% | 53 |
|
|
2021
Q4 | $1.44M | Buy |
10,809
+1,354
| +14% | +$180K | 0.43% | 50 |
|
|
2021
Q3 | $1.26M | Buy |
9,455
+2,516
| +36% | +$335K | 0.44% | 49 |
|
|
2021
Q2 | $975K | Sell |
6,939
-17
| -0.2% | -$2.39K | 0.35% | 59 |
|
|
2021
Q1 | $885K | Buy |
6,956
+4,515
| +185% | +$574K | 0.35% | 55 |
|
|
2020
Q4 | $295K | Buy |
+2,441
| New | +$295K | 0.15% | 71 |
|