World Investment 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 | $16M | Buy |
54,121
+37,369
| +223% | +$11M | 0.36% | 52 |
|
|
2025
Q1 | $4.17M | Sell |
16,752
-581
| -3% | -$144K | 0.11% | 220 |
|
|
2024
Q4 | $3.81M | Buy |
17,333
+4,740
| +38% | +$1.04M | 0.1% | 222 |
|
|
2024
Q3 | $2.78M | Buy |
12,593
+4,884
| +63% | +$1.08M | 0.09% | 250 |
|
|
2024
Q2 | $1.33M | Buy |
+7,709
| New | +$1.33M | 0.08% | 222 |
|
|
2024
Q1 | – | Sell |
-1,895
| Closed | -$310K | – | 426 |
|
|
2023
Q4 | $310K | Buy |
+1,895
| New | +$310K | 0.04% | 300 |
|
|
2023
Q1 | – | Sell |
-1,752
| Closed | -$247K | – | 247 |
|
|
2022
Q4 | $247K | Sell |
1,752
-313
| -15% | -$44.1K | 0.06% | 199 |
|
|
2022
Q3 | $245K | Sell |
2,065
-1,436
| -41% | -$170K | 0.06% | 200 |
|
|
2022
Q2 | $463K | Buy |
3,501
+740
| +27% | +$97.9K | 0.1% | 154 |
|
|
2022
Q1 | $359K | Buy |
+2,761
| New | +$359K | 0.07% | 180 |
|
|
2021
Q3 | – | Sell |
-1,606
| Closed | -$225K | – | 254 |
|
|
2021
Q2 | $225K | Sell |
1,606
-261
| -14% | -$36.6K | 0.05% | 225 |
|
|
2021
Q1 | $260K | Buy |
+1,867
| New | +$260K | 0.06% | 190 |
|