AXS Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.65M | Sell |
12,380
-4,638
| -27% | -$1.37M | 1.5% | 16 |
|
2025
Q1 | $4.23M | Sell |
17,018
-1,466
| -8% | -$365K | 1.17% | 16 |
|
2024
Q4 | $4.06M | Sell |
18,484
-48
| -0.3% | -$10.6K | 1.13% | 15 |
|
2024
Q3 | $4.1M | Sell |
18,532
-4,110
| -18% | -$909K | 1.09% | 14 |
|
2024
Q2 | $3.92M | Sell |
22,642
-3,795
| -14% | -$656K | 1.09% | 15 |
|
2024
Q1 | $5.05M | Sell |
26,437
-249
| -0.9% | -$47.5K | 1.21% | 14 |
|
2023
Q4 | $4.36M | Sell |
26,686
-909
| -3% | -$149K | 1.05% | 15 |
|
2023
Q3 | $3.87M | Sell |
27,595
-1,502
| -5% | -$211K | 1% | 16 |
|
2023
Q2 | $3.89M | Sell |
29,097
-801
| -3% | -$107K | 1.04% | 16 |
|
2023
Q1 | $3.92M | Sell |
29,898
-488
| -2% | -$64K | 1.3% | 14 |
|
2022
Q4 | $4.28M | Sell |
30,386
-6,216
| -17% | -$876K | 1.53% | 13 |
|
2022
Q3 | $4.35M | Sell |
36,602
-1,530
| -4% | -$182K | 1.69% | 12 |
|
2022
Q2 | $5.38M | Sell |
38,132
-4,069
| -10% | -$575K | 1.91% | 10 |
|
2022
Q1 | $5.49M | Sell |
42,201
-5,858
| -12% | -$762K | 2.19% | 15 |
|
2021
Q4 | $6.42M | Buy |
+48,059
| New | +$6.42M | 1.52% | 15 |
|
2021
Q3 | – | Sell |
-48,204
| Closed | -$6.76M | – | 156 |
|
2021
Q2 | $6.76M | Sell |
48,204
-17,470
| -27% | -$2.45M | 2.06% | 12 |
|
2021
Q1 | $8.37M | Buy |
+65,674
| New | +$8.37M | 2.97% | 3 |
|