Autumn Glory Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Hold |
2,998
| – | – | 0.41% | 68 |
|
|
2025
Q1 | $745K | Sell |
2,998
-655
| -18% | -$163K | 0.37% | 81 |
|
|
2024
Q4 | $803K | Sell |
3,653
-2,640
| -42% | -$580K | 0.39% | 71 |
|
|
2024
Q3 | $1.39M | Buy |
6,293
+3,653
| +138% | +$808K | 0.54% | 57 |
|
|
2024
Q2 | $457K | Hold |
2,640
| – | – | 0.23% | 95 |
|
|
2024
Q1 | $504K | Sell |
2,640
-575
| -18% | -$110K | 0.25% | 92 |
|
|
2023
Q4 | $537K | Buy |
3,215
+515
| +19% | +$86K | 0.31% | 84 |
|
|
2023
Q3 | $379K | Buy |
+2,700
| New | +$379K | 0.23% | 96 |
|
|
2022
Q3 | – | Sell |
-3,722
| Closed | -$525K | – | 160 |
|
|
2022
Q2 | $525K | Hold |
3,722
| – | – | 0.39% | 71 |
|
|
2022
Q1 | $484K | Buy |
3,722
+1,000
| +37% | +$130K | 0.28% | 100 |
|
|
2021
Q4 | $364K | Buy |
+2,722
| New | +$364K | 0.15% | 140 |
|