Avion 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 | $103K | Buy |
351
+34
| +11% | +$9.98K | 0.02% | 143 |
|
|
2025
Q1 | $69K | Hold |
317
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $69K | Buy |
317
+7
| +2% | +$1.52K | 0.02% | 158 |
|
|
2024
Q3 | $68K | Buy |
310
+14
| +5% | +$3.07K | 0.02% | 152 |
|
|
2024
Q2 | $51K | Sell |
296
-889
| -75% | -$153K | 0.01% | 159 |
|
|
2024
Q1 | $227K | Buy |
1,185
+221
| +23% | +$42.3K | 0.06% | 71 |
|
|
2023
Q4 | $158K | Buy |
964
+56
| +6% | +$9.18K | 0.04% | 82 |
|
|
2023
Q3 | $127K | Buy |
908
+13
| +1% | +$1.82K | 0.04% | 86 |
|
|
2023
Q2 | $119K | Buy |
895
+432
| +93% | +$57.4K | 0.03% | 97 |
|
|
2023
Q1 | $65K | Buy |
463
+1
| +0.2% | +$140 | 0.02% | 129 |
|
|
2022
Q4 | $54K | Hold |
462
| – | – | 0.02% | 141 |
|
|
2022
Q3 | $55K | Hold |
462
| – | – | 0.02% | 141 |
|
|
2022
Q2 | $65K | Buy |
462
+66
| +17% | +$9.29K | 0.02% | 117 |
|
|
2022
Q1 | $51K | Sell |
396
-21
| -5% | -$2.71K | 0.01% | 129 |
|
|
2021
Q4 | $56K | Sell |
417
-19
| -4% | -$2.55K | 0.02% | 119 |
|
|
2021
Q3 | $58K | Buy |
436
+1
| +0.2% | +$133 | 0.02% | 116 |
|
|
2021
Q2 | $61K | Hold |
435
| – | – | 0.02% | 117 |
|
|
2021
Q1 | $55K | Buy |
435
+21
| +5% | +$2.66K | 0.02% | 118 |
|
|
2020
Q4 | $50K | Sell |
414
-21
| -5% | -$2.54K | 0.02% | 122 |
|
|
2020
Q3 | $51K | Hold |
435
| – | – | 0.02% | 90 |
|
|
2020
Q2 | $50K | Hold |
435
| – | – | 0.02% | 91 |
|
|
2020
Q1 | $46K | Buy |
+435
| New | +$46K | 0.02% | 88 |
|