Abound 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 | $205K | Buy |
694
+6
| +0.9% | +$1.77K | 0.06% | 76 |
|
|
2025
Q1 | $171K | Buy |
688
+14
| +2% | +$3.48K | 0.06% | 78 |
|
|
2024
Q4 | $148K | Buy |
674
+21
| +3% | +$4.61K | 0.05% | 79 |
|
|
2024
Q3 | $144K | Hold |
653
| – | – | 0.05% | 79 |
|
|
2024
Q2 | $113K | Sell |
653
-28
| -4% | -$4.84K | 0.04% | 86 |
|
|
2024
Q1 | $130K | Buy |
681
+29
| +4% | +$5.53K | 0.05% | 74 |
|
|
2023
Q4 | $107K | Sell |
652
-13
| -2% | -$2.13K | 0.04% | 84 |
|
|
2023
Q3 | $93.4K | Buy |
665
+12
| +2% | +$1.69K | 0.04% | 79 |
|
|
2023
Q2 | $87.4K | Buy |
653
+13
| +2% | +$1.74K | 0.04% | 86 |
|
|
2023
Q1 | $83.9K | Buy |
640
+165
| +35% | +$21.6K | 0.04% | 86 |
|
|
2022
Q4 | $66.9K | Buy |
475
+28
| +6% | +$3.94K | 0.03% | 91 |
|
|
2022
Q3 | $53.1K | Buy |
+447
| New | +$53.1K | 0.03% | 105 |
|