Baron Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Buy |
2,756
+3
| +0.1% | +$884 | 0.48% | 34 |
|
|
2025
Q1 | $684K | Sell |
2,753
-596
| -18% | -$148K | 0.43% | 35 |
|
|
2024
Q4 | $736K | Buy |
3,349
+3
| +0.1% | +$660 | 0.46% | 34 |
|
|
2024
Q3 | $740K | Buy |
3,346
+4
| +0.1% | +$884 | 0.45% | 35 |
|
|
2024
Q2 | $578K | Buy |
3,342
+5
| +0.1% | +$865 | 0.37% | 36 |
|
|
2024
Q1 | $637K | Buy |
3,337
+4
| +0.1% | +$764 | 0.39% | 36 |
|
|
2023
Q4 | $545K | Sell |
3,333
-95
| -3% | -$15.5K | 0.35% | 38 |
|
|
2023
Q3 | $481K | Buy |
3,428
+6
| +0.2% | +$842 | 0.31% | 37 |
|
|
2023
Q2 | $458K | Buy |
3,422
+6
| +0.2% | +$803 | 0.28% | 37 |
|
|
2023
Q1 | $448K | Buy |
3,416
+46
| +1% | +$6.03K | 0.28% | 38 |
|
|
2022
Q4 | $475K | Buy |
3,370
+5
| +0.1% | +$704 | 0.31% | 39 |
|
|
2022
Q3 | $400K | Buy |
3,365
+6
| +0.2% | +$713 | 0.27% | 41 |
|
|
2022
Q2 | $474K | Buy |
3,359
+5
| +0.1% | +$706 | 0.31% | 33 |
|
|
2022
Q1 | $436K | Buy |
3,354
+6
| +0.2% | +$780 | 0.25% | 33 |
|
|
2021
Q4 | $447K | Sell |
3,348
-771
| -19% | -$103K | 0.25% | 34 |
|
|
2021
Q3 | $547K | Buy |
4,119
+5
| +0.1% | +$664 | 0.33% | 34 |
|
|
2021
Q2 | $576K | Sell |
4,114
-257
| -6% | -$36K | 0.36% | 34 |
|
|
2021
Q1 | $557K | Sell |
4,371
-726
| -14% | -$92.5K | 0.38% | 34 |
|
|
2020
Q4 | $613K | Sell |
5,097
-254
| -5% | -$30.6K | 0.49% | 32 |
|
|
2020
Q3 | $622K | Buy |
+5,351
| New | +$622K | 0.58% | 28 |
|