Angeles Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
3,791
+253
| +7% | +$74.6K | 0.08% | 97 |
|
|
2025
Q1 | $880K | Sell |
3,538
-18
| -0.5% | -$4.48K | 0.07% | 99 |
|
|
2024
Q4 | $782K | Buy |
3,556
+545
| +18% | +$120K | 0.06% | 110 |
|
|
2024
Q3 | $666K | Buy |
3,011
+226
| +8% | +$50K | 0.06% | 116 |
|
|
2024
Q2 | $482K | Sell |
2,785
-24
| -0.9% | -$4.15K | 0.05% | 129 |
|
|
2024
Q1 | $536K | Buy |
2,809
+74
| +3% | +$14.1K | 0.05% | 116 |
|
|
2023
Q4 | $447K | Buy |
2,735
+657
| +32% | +$107K | 0.05% | 120 |
|
|
2023
Q3 | $292K | Buy |
2,078
+65
| +3% | +$9.12K | 0.04% | 133 |
|
|
2023
Q2 | $269K | Buy |
+2,013
| New | +$269K | 0.04% | 150 |
|