Berger 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 | $9.58M | Sell |
32,513
-246
| -0.8% | -$72.5K | 0.62% | 35 |
|
|
2025
Q1 | $8.15M | Sell |
32,759
-2,577
| -7% | -$641K | 0.57% | 36 |
|
|
2024
Q4 | $7.77M | Buy |
35,336
+227
| +0.6% | +$49.9K | 0.54% | 42 |
|
|
2024
Q3 | $7.76M | Sell |
35,109
-169
| -0.5% | -$37.4K | 0.56% | 41 |
|
|
2024
Q2 | $6.1M | Buy |
35,278
+23
| +0.1% | +$3.98K | 0.49% | 45 |
|
|
2024
Q1 | $6.73M | Sell |
35,255
-3,034
| -8% | -$579K | 0.55% | 41 |
|
|
2023
Q4 | $6.26M | Buy |
38,289
+346
| +0.9% | +$56.6K | 0.65% | 35 |
|
|
2023
Q3 | $5.32M | Buy |
37,943
+1,489
| +4% | +$209K | 0.61% | 40 |
|
|
2023
Q2 | $4.88M | Sell |
36,454
-530
| -1% | -$70.9K | 0.55% | 43 |
|
|
2023
Q1 | $4.85M | Sell |
36,984
-3,225
| -8% | -$423K | 0.58% | 42 |
|
|
2022
Q4 | $5.67M | Buy |
40,209
+288
| +0.7% | +$40.6K | 0.75% | 38 |
|
|
2022
Q3 | $4.74M | Buy |
39,921
+2,117
| +6% | +$252K | 0.7% | 34 |
|
|
2022
Q2 | $5.34M | Buy |
37,804
+825
| +2% | +$116K | 0.78% | 32 |
|
|
2022
Q1 | $4.81M | Sell |
36,979
-614
| -2% | -$79.8K | 0.61% | 42 |
|
|
2021
Q4 | $5.03M | Buy |
37,593
+406
| +1% | +$54.3K | 0.67% | 46 |
|
|
2021
Q3 | $4.94M | Sell |
37,187
-121
| -0.3% | -$16.1K | 0.89% | 33 |
|
|
2021
Q2 | $5.23M | Buy |
37,308
+495
| +1% | +$69.4K | 0.95% | 28 |
|
|
2021
Q1 | $4.69M | Buy |
36,813
+2,786
| +8% | +$355K | 1.02% | 26 |
|
|
2020
Q4 | $4.1M | Buy |
+34,027
| New | +$4.1M | 0.72% | 49 |
|