Atlantic Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.4K | Buy |
259
+9
| +4% | +$2.65K | 0.05% | 83 |
|
|
2025
Q1 | $62.2K | Hold |
250
| – | – | 0.05% | 101 |
|
|
2024
Q4 | $55K | Hold |
250
| – | – | 0.04% | 83 |
|
|
2024
Q3 | $55.3K | Buy |
+250
| New | +$55.3K | 0.04% | 80 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$7.02K | – | 112 |
|
|
2023
Q3 | $7.02K | Buy |
+50
| New | +$7.02K | 0.01% | 86 |
|