Alpha Family Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Hold |
2,165
| – | – | 0.32% | 59 |
|
|
2025
Q1 | $538K | Hold |
2,165
| – | – | 0.31% | 61 |
|
|
2024
Q4 | $476K | Hold |
2,165
| – | – | 0.27% | 59 |
|
|
2024
Q3 | $479K | Hold |
2,165
| – | – | 0.27% | 65 |
|
|
2024
Q2 | $374K | Hold |
2,165
| – | – | 0.22% | 78 |
|
|
2024
Q1 | $413K | Hold |
2,165
| – | – | 0.25% | 70 |
|
|
2023
Q4 | $354K | Buy |
+2,165
| New | +$354K | 0.24% | 81 |
|
|
2023
Q1 | – | Sell |
-1,655
| Closed | -$233K | – | 130 |
|
|
2022
Q4 | $233K | Buy |
+1,655
| New | +$233K | 0.21% | 99 |
|