Aspire 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 | $261K | Sell |
885
-2
| -0.2% | -$590 | 0.07% | 90 |
|
|
2025
Q1 | $221K | Sell |
887
-153
| -15% | -$38.1K | 0.07% | 85 |
|
|
2024
Q4 | $229K | Sell |
1,040
-47
| -4% | -$10.3K | 0.07% | 77 |
|
|
2024
Q3 | $240K | Buy |
+1,087
| New | +$240K | 0.07% | 69 |
|
|
2024
Q2 | – | Sell |
-1,277
| Closed | -$244K | – | 75 |
|
|
2024
Q1 | $244K | Buy |
1,277
+31
| +2% | +$5.92K | 0.08% | 68 |
|
|
2023
Q4 | $204K | Buy |
+1,246
| New | +$204K | 0.08% | 67 |
|