Atwater Malick’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
1,004
| – | – | 0.09% | 66 |
|
|
2025
Q1 | $250K | Hold |
1,004
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $221K | Sell |
1,004
-7
| -0.7% | -$1.54K | 0.07% | 70 |
|
|
2024
Q3 | $224K | Buy |
+1,011
| New | +$224K | 0.07% | 72 |
|
|
2019
Q4 | – | Sell |
-84
| Closed | -$12K | – | 114 |
|
|
2019
Q3 | $12K | Buy |
+84
| New | +$12K | 0.01% | 130 |
|