American Capital Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8K | Buy |
152
+7
| +5% | +$2.06K | 0.02% | 187 |
|
|
2025
Q1 | $36.1K | Buy |
145
+29
| +25% | +$7.21K | 0.02% | 210 |
|
|
2024
Q4 | $25.5K | Hold |
116
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $25.7K | Hold |
116
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $19K | Sell |
116
-87
| -43% | -$14.3K | 0.01% | 223 |
|
|
2024
Q1 | $26.6K | Buy |
203
+87
| +75% | +$11.4K | 0.02% | 181 |
|
|
2023
Q4 | $19K | Buy |
+116
| New | +$19K | 0.01% | 223 |
|