Altus Wealth Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
1,393
-47
| -3% | -$13.9K | 0.18% | 91 |
|
|
2025
Q1 | $358K | Sell |
1,440
-3
| -0.2% | -$746 | 0.17% | 98 |
|
|
2024
Q4 | $317K | Buy |
1,443
+184
| +15% | +$40.5K | 0.14% | 111 |
|
|
2024
Q3 | $278K | Buy |
1,259
+25
| +2% | +$5.53K | 0.12% | 118 |
|
|
2024
Q2 | $213K | Buy |
1,234
+36
| +3% | +$6.23K | 0.11% | 122 |
|
|
2024
Q1 | $229K | Buy |
+1,198
| New | +$229K | 0.11% | 122 |
|
|
2021
Q1 | – | Sell |
-1,213
| Closed | -$146K | – | 448 |
|
|
2020
Q4 | $146K | Buy |
+1,213
| New | +$146K | 0.14% | 114 |
|