Aspire Private Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
826
| – | – | 0.06% | 169 |
|
|
2025
Q1 | $205K | Buy |
+826
| New | +$205K | 0.05% | 171 |
|
|
2024
Q4 | – | Sell |
-610
| Closed | -$135K | – | 382 |
|
|
2024
Q3 | $135K | Hold |
610
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $106K | Sell |
610
-3
| -0.5% | -$519 | 0.03% | 191 |
|
|
2024
Q1 | $117K | Buy |
613
+1
| +0.2% | +$191 | 0.03% | 182 |
|
|
2023
Q4 | $100K | Sell |
612
-17
| -3% | -$2.78K | 0.03% | 180 |
|
|
2023
Q3 | $88.3K | Sell |
629
-6
| -0.9% | -$843 | 0.03% | 172 |
|
|
2023
Q2 | $84.9K | Sell |
635
-25
| -4% | -$3.34K | 0.03% | 168 |
|
|
2023
Q1 | $86.5K | Sell |
660
-59
| -8% | -$7.73K | 0.03% | 166 |
|
|
2022
Q4 | $101K | Sell |
719
-11
| -2% | -$1.55K | 0.04% | 148 |
|
|
2022
Q3 | $87K | Sell |
730
-19
| -3% | -$2.26K | 0.03% | 155 |
|
|
2022
Q2 | $106K | Sell |
749
-5
| -0.7% | -$708 | 0.04% | 150 |
|
|
2022
Q1 | $98K | Sell |
754
-87
| -10% | -$11.3K | 0.03% | 158 |
|
|
2021
Q4 | $112K | Sell |
841
-94
| -10% | -$12.5K | 0.04% | 160 |
|
|
2021
Q3 | $124K | Sell |
935
-65
| -7% | -$8.62K | 0.04% | 155 |
|
|
2021
Q2 | $140K | Sell |
1,000
-661
| -40% | -$92.5K | 0.04% | 157 |
|
|
2021
Q1 | $212K | Sell |
1,661
-918
| -36% | -$117K | 0.07% | 145 |
|
|
2020
Q4 | $310K | Sell |
2,579
-106
| -4% | -$12.7K | 0.12% | 91 |
|
|
2020
Q3 | $312K | Buy |
2,685
+526
| +24% | +$61.1K | 0.13% | 89 |
|
|
2020
Q2 | $249K | Buy |
+2,159
| New | +$249K | 0.12% | 86 |
|
|
2020
Q1 | – | Sell |
-561
| Closed | -$72K | – | 366 |
|
|
2019
Q4 | $72K | Hold |
561
| – | – | 0.03% | 179 |
|
|
2019
Q3 | $78K | Hold |
561
| – | – | 0.04% | 171 |
|
|
2019
Q2 | $74K | Sell |
561
-1,355
| -71% | -$179K | 0.04% | 178 |
|
|
2019
Q1 | $259K | Buy |
1,916
+1,237
| +182% | +$167K | 0.13% | 102 |
|
|
2018
Q4 | $74K | Buy |
+679
| New | +$74K | 0.04% | 178 |
|