Baron Silver Stevens Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
1,479
+342
| +30% | +$101K | 0.07% | 85 |
|
|
2025
Q1 | $283K | Sell |
1,137
-69
| -6% | -$17.2K | 0.05% | 98 |
|
|
2024
Q4 | $265K | Hold |
1,206
| – | – | 0.05% | 100 |
|
|
2024
Q3 | $267K | Buy |
+1,206
| New | +$267K | 0.05% | 101 |
|
|
2021
Q1 | – | Sell |
-744
| Closed | -$89K | – | 232 |
|
|
2020
Q4 | $89K | Buy |
+744
| New | +$89K | 0.03% | 101 |
|