Authentikos Wealth Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,363
| Closed | -$300K | – | 72 |
|
|
2024
Q4 | $300K | Buy |
1,363
+714
| +110% | +$157K | 0.3% | 61 |
|
|
2024
Q3 | $143K | Sell |
649
-692
| -52% | -$153K | 0.14% | 77 |
|
|
2024
Q2 | $232K | Hold |
1,341
| – | – | 0.22% | 37 |
|
|
2024
Q1 | $256K | Sell |
1,341
-416
| -24% | -$79.4K | 0.26% | 53 |
|
|
2023
Q4 | $287K | Sell |
1,757
-19
| -1% | -$3.11K | 0.3% | 48 |
|
|
2023
Q3 | $249K | Buy |
1,776
+46
| +3% | +$6.45K | 0.24% | 52 |
|
|
2023
Q2 | $231K | Sell |
1,730
-21
| -1% | -$2.81K | 0.22% | 61 |
|
|
2023
Q1 | $247K | Buy |
+1,751
| New | +$247K | 0.25% | 56 |
|