Bard Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
11,730
-670
| -5% | -$198K | 0.41% | 62 |
|
|
2025
Q1 | $3.08M | Buy |
12,400
+10
| +0.1% | +$2.49K | 0.38% | 66 |
|
|
2024
Q4 | $2.72M | Hold |
12,390
| – | – | 0.33% | 71 |
|
|
2024
Q3 | $2.74M | Sell |
12,390
-18,470
| -60% | -$4.08M | 0.32% | 72 |
|
|
2024
Q2 | $5.34M | Hold |
30,860
| – | – | 0.55% | 48 |
|
|
2024
Q1 | $5.89M | Buy |
30,860
+150
| +0.5% | +$28.6K | 0.63% | 44 |
|
|
2023
Q4 | $5.02M | Buy |
30,710
+125
| +0.4% | +$20.4K | 0.56% | 48 |
|
|
2023
Q3 | $4.29M | Sell |
30,585
-305
| -1% | -$42.8K | 0.53% | 50 |
|
|
2023
Q2 | $4.13M | Sell |
30,890
-1,000
| -3% | -$134K | 0.31% | 76 |
|
|
2023
Q1 | $4.18M | Sell |
31,890
-500
| -2% | -$65.5K | 0.33% | 74 |
|
|
2022
Q4 | $4.56M | Buy |
32,390
+680
| +2% | +$95.8K | 0.39% | 65 |
|
|
2022
Q3 | $3.77M | Buy |
31,710
+825
| +3% | +$98K | 0.35% | 70 |
|
|
2022
Q2 | $4.36M | Buy |
30,885
+1,750
| +6% | +$247K | 0.4% | 61 |
|
|
2022
Q1 | $3.79M | Buy |
29,135
+1,850
| +7% | +$241K | 0.31% | 83 |
|
|
2021
Q4 | $3.65M | Sell |
27,285
-994
| -4% | -$133K | 0.29% | 83 |
|
|
2021
Q3 | $3.76M | Hold |
28,279
| – | – | 0.33% | 79 |
|
|
2021
Q2 | $3.96M | Buy |
28,279
+523
| +2% | +$73.3K | 0.35% | 78 |
|
|
2021
Q1 | $3.54M | Sell |
27,756
-261
| -0.9% | -$33.3K | 0.34% | 80 |
|
|
2020
Q4 | $3.37M | Buy |
+28,017
| New | +$3.37M | 0.34% | 80 |
|