Barrett & Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
2,726
+3
| +0.1% | +$884 | 0.3% | 58 |
|
|
2025
Q1 | $677K | Buy |
2,723
+30
| +1% | +$7.46K | 0.29% | 63 |
|
|
2024
Q4 | $592K | Buy |
2,693
+5
| +0.2% | +$1.1K | 0.25% | 68 |
|
|
2024
Q3 | $594K | Buy |
2,688
+5
| +0.2% | +$1.11K | 0.26% | 67 |
|
|
2024
Q2 | $464K | Buy |
2,683
+6
| +0.2% | +$1.04K | 0.21% | 80 |
|
|
2024
Q1 | $511K | Buy |
2,677
+5
| +0.2% | +$955 | 0.24% | 73 |
|
|
2023
Q4 | $437K | Buy |
2,672
+4
| +0.1% | +$654 | 0.24% | 83 |
|
|
2023
Q3 | $374K | Buy |
2,668
+154
| +6% | +$21.6K | 0.22% | 86 |
|
|
2023
Q2 | $336K | Buy |
2,514
+5
| +0.2% | +$669 | 0.2% | 92 |
|
|
2023
Q1 | $329K | Buy |
2,509
+5
| +0.2% | +$656 | 0.21% | 86 |
|
|
2022
Q4 | $353K | Hold |
2,504
| – | – | 0.23% | 81 |
|
|
2022
Q3 | $353K | Buy |
+2,504
| New | +$353K | 0.23% | 81 |
|