Beaird Harris Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
1,075
+21
| +2% | +$6.19K | 0.02% | 109 |
|
|
2025
Q1 | $262K | Sell |
1,054
-150
| -12% | -$37.3K | 0.02% | 115 |
|
|
2024
Q4 | $265K | Buy |
1,204
+267
| +28% | +$58.7K | 0.02% | 119 |
|
|
2024
Q3 | $207K | Sell |
937
-299
| -24% | -$66.1K | 0.02% | 127 |
|
|
2024
Q2 | $214K | Buy |
1,236
+496
| +67% | +$85.8K | 0.02% | 119 |
|
|
2024
Q1 | $141K | Buy |
740
+284
| +62% | +$54.2K | 0.01% | 138 |
|
|
2023
Q4 | $74.6K | Sell |
456
-12
| -3% | -$1.96K | 0.01% | 163 |
|
|
2023
Q3 | $65.7K | Sell |
468
-23
| -5% | -$3.23K | 0.01% | 151 |
|
|
2023
Q2 | $65.7K | Sell |
491
-15
| -3% | -$2.01K | 0.01% | 154 |
|
|
2023
Q1 | $66.3K | Sell |
506
-14
| -3% | -$1.84K | 0.01% | 153 |
|
|
2022
Q4 | $73.3K | Buy |
520
+14
| +3% | +$1.97K | 0.01% | 158 |
|
|
2022
Q3 | $60K | Buy |
506
+71
| +16% | +$8.42K | 0.01% | 153 |
|
|
2022
Q2 | $61K | Sell |
435
-2,658
| -86% | -$373K | 0.02% | 124 |
|
|
2022
Q1 | $402K | Sell |
3,093
-1,400
| -31% | -$182K | 0.15% | 55 |
|
|
2021
Q4 | $601K | Buy |
+4,493
| New | +$601K | 0.22% | 59 |
|