Baugh & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $450K | Hold |
1,527
| – | – | 0.23% | 34 |
|
2025
Q1 | $380K | Hold |
1,527
| – | – | 0.19% | 33 |
|
2024
Q4 | $336K | Hold |
1,527
| – | – | 0.17% | 35 |
|
2024
Q3 | $269K | Buy |
1,527
+308
| +25% | +$54.4K | 0.14% | 38 |
|
2024
Q2 | $264K | Sell |
1,219
-308
| -20% | -$66.7K | 0.14% | 38 |
|
2024
Q1 | $292K | Buy |
+1,527
| New | +$292K | 0.16% | 36 |
|