Athena Investment 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 | $1.9M | Sell |
6,450
-58
| -0.9% | -$17.1K | 1.06% | 16 |
|
|
2025
Q1 | $1.62M | Sell |
6,508
-165
| -2% | -$41K | 0.98% | 19 |
|
|
2024
Q4 | $1.47M | Sell |
6,673
-298
| -4% | -$65.5K | 0.85% | 18 |
|
|
2024
Q3 | $1.54M | Sell |
6,971
-690
| -9% | -$153K | 0.88% | 19 |
|
|
2024
Q2 | $1.32M | Sell |
7,661
-5
| -0.1% | -$865 | 0.8% | 25 |
|
|
2024
Q1 | $1.46M | Sell |
7,666
-48
| -0.6% | -$9.17K | 0.88% | 20 |
|
|
2023
Q4 | $1.26M | Buy |
7,714
+14
| +0.2% | +$2.29K | 0.82% | 24 |
|
|
2023
Q3 | $1.08M | Buy |
7,700
+173
| +2% | +$24.3K | 0.77% | 29 |
|
|
2023
Q2 | $1.01M | Buy |
7,527
+45
| +0.6% | +$6.02K | 0.69% | 33 |
|
|
2023
Q1 | $981K | Sell |
7,482
-11
| -0.1% | -$1.44K | 0.71% | 34 |
|
|
2022
Q4 | $1.06M | Sell |
7,493
-164
| -2% | -$23.1K | 0.77% | 31 |
|
|
2022
Q3 | $910K | Hold |
7,657
| – | – | 0.76% | 34 |
|
|
2022
Q2 | $1.08M | Sell |
7,657
-18
| -0.2% | -$2.54K | 0.85% | 30 |
|
|
2022
Q1 | $1M | Buy |
+7,675
| New | +$1M | 0.78% | 34 |
|