Advisory Alpha’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
7,844
-534
| -6% | -$157K | 0.07% | 102 |
|
|
2025
Q1 | $2.08M | Buy |
8,378
+1,019
| +14% | +$253K | 0.07% | 109 |
|
|
2024
Q4 | $1.62M | Sell |
7,359
-678
| -8% | -$149K | 0.06% | 116 |
|
|
2024
Q3 | $1.78M | Buy |
8,037
+289
| +4% | +$63.9K | 0.06% | 113 |
|
|
2024
Q2 | $1.34M | Buy |
7,748
+65
| +0.8% | +$11.2K | 0.05% | 128 |
|
|
2024
Q1 | $1.47M | Buy |
7,683
+114
| +2% | +$21.8K | 0.06% | 128 |
|
|
2023
Q4 | $1.24M | Buy |
7,569
+213
| +3% | +$34.8K | 0.06% | 129 |
|
|
2023
Q3 | $1.03M | Buy |
7,356
+3,361
| +84% | +$472K | 0.05% | 133 |
|
|
2023
Q2 | $535K | Buy |
3,995
+280
| +8% | +$37.5K | 0.03% | 208 |
|
|
2023
Q1 | $487K | Sell |
3,715
-122
| -3% | -$16K | 0.03% | 184 |
|
|
2022
Q4 | $541K | Buy |
3,837
+167
| +5% | +$23.5K | 0.04% | 162 |
|
|
2022
Q3 | $436K | Buy |
3,670
+26
| +0.7% | +$3.09K | 0.03% | 173 |
|
|
2022
Q2 | $515K | Sell |
3,644
-26
| -0.7% | -$3.68K | 0.04% | 157 |
|
|
2022
Q1 | $477K | Buy |
3,670
+64
| +2% | +$8.32K | 0.03% | 178 |
|
|
2021
Q4 | $482K | Buy |
3,606
+476
| +15% | +$63.6K | 0.03% | 177 |
|
|
2021
Q3 | $416K | Sell |
3,130
-64
| -2% | -$8.51K | 0.03% | 170 |
|
|
2021
Q2 | $448K | Buy |
+3,194
| New | +$448K | 0.04% | 131 |
|
|
2020
Q4 | – | Sell |
-3,856
| Closed | -$457K | – | 333 |
|
|
2020
Q3 | $457K | Buy |
+3,856
| New | +$457K | 0.1% | 48 |
|