Alta Advisers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
4,555
| – | – | 0.48% | 35 |
|
|
2025
Q1 | $1.13M | Buy |
4,555
+1,500
| +49% | +$373K | 0.48% | 36 |
|
|
2024
Q4 | $672K | Buy |
3,055
+555
| +22% | +$122K | 0.42% | 39 |
|
|
2024
Q3 | $553K | Buy |
2,500
+100
| +4% | +$22.1K | 0.25% | 43 |
|
|
2024
Q2 | $415K | Hold |
2,400
| – | – | 0.2% | 58 |
|
|
2024
Q1 | $458K | Hold |
2,400
| – | – | 0.23% | 52 |
|
|
2023
Q4 | $393K | Hold |
2,400
| – | – | 0.21% | 59 |
|
|
2023
Q3 | $337K | Hold |
2,400
| – | – | 0.2% | 57 |
|
|
2023
Q2 | $321K | Hold |
2,400
| – | – | 0.18% | 66 |
|
|
2023
Q1 | $315K | Hold |
2,400
| – | – | 0.19% | 66 |
|
|
2022
Q4 | $338K | Hold |
2,400
| – | – | 0.2% | 57 |
|
|
2022
Q3 | $285K | Buy |
+2,400
| New | +$285K | 0.18% | 60 |
|
|
2013
Q4 | – | Sell |
-146
| Closed | -$26K | – | 60 |
|
|
2013
Q3 | $26K | Sell |
146
-71
| -33% | -$12.6K | 0.01% | 63 |
|
|
2013
Q2 | $40K | Buy |
+217
| New | +$40K | 0.02% | 75 |
|