626 Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
2,056
-62
| -3% | -$18.3K | 0.28% | 56 |
|
|
2025
Q1 | $527K | Sell |
2,118
-471
| -18% | -$117K | 0.27% | 57 |
|
|
2024
Q4 | $569K | Hold |
2,589
| – | – | 0.31% | 54 |
|
|
2024
Q3 | $572K | Hold |
2,589
| – | – | 0.32% | 51 |
|
|
2024
Q2 | $448K | Hold |
2,589
| – | – | 0.26% | 63 |
|
|
2024
Q1 | $494K | Buy |
2,589
+90
| +4% | +$17.2K | 0.3% | 59 |
|
|
2023
Q4 | $409K | Sell |
2,499
-344
| -12% | -$56.3K | 0.27% | 70 |
|
|
2023
Q3 | $399K | Hold |
2,843
| – | – | 0.27% | 62 |
|
|
2023
Q2 | $380K | Hold |
2,843
| – | – | 0.24% | 67 |
|
|
2023
Q1 | $373K | Hold |
2,843
| – | – | 0.25% | 74 |
|
|
2022
Q4 | $401K | Hold |
2,843
| – | – | 0.28% | 63 |
|
|
2022
Q3 | $338K | Hold |
2,843
| – | – | 0.27% | 67 |
|
|
2022
Q2 | $401K | Hold |
2,843
| – | – | 0.3% | 61 |
|
|
2022
Q1 | $370K | Sell |
2,843
-290
| -9% | -$37.7K | 0.24% | 65 |
|
|
2021
Q4 | $419K | Buy |
+3,133
| New | +$419K | 0.26% | 66 |
|
|
2021
Q1 | $370K | Buy |
+2,974
| New | +$370K | 0.24% | 65 |
|