Annis Gardner Whiting Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
1,657
+236
| +17% | +$69.6K | 0.17% | 118 |
|
|
2025
Q1 | $353K | Sell |
1,421
-300
| -17% | -$74.6K | 0.15% | 129 |
|
|
2024
Q4 | $378K | Buy |
1,721
+108
| +7% | +$23.7K | 0.11% | 153 |
|
|
2024
Q3 | $357K | Buy |
1,613
+88
| +6% | +$19.5K | 0.1% | 164 |
|
|
2024
Q2 | $264K | Sell |
1,525
-16
| -1% | -$2.77K | 0.08% | 191 |
|
|
2024
Q1 | $294K | Buy |
1,541
+348
| +29% | +$66.5K | 0.11% | 149 |
|
|
2023
Q4 | $195K | Hold |
1,193
| – | – | 0.09% | 154 |
|
|
2023
Q3 | $167K | Buy |
+1,193
| New | +$167K | 0.09% | 157 |
|