Bill Few 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 | $4.98M | Buy |
16,908
+1,483
| +10% | +$437K | 1.41% | 18 |
|
|
2025
Q1 | $3.84M | Sell |
15,425
-25
| -0.2% | -$6.22K | 1.37% | 21 |
|
|
2024
Q4 | $3.4M | Buy |
15,450
+75
| +0.5% | +$16.5K | 1.19% | 24 |
|
|
2024
Q3 | $3.4M | Buy |
15,375
+666
| +5% | +$147K | 1.21% | 23 |
|
|
2024
Q2 | $2.54M | Buy |
14,709
+11,514
| +360% | +$1.99M | 0.98% | 31 |
|
|
2024
Q1 | $610K | Buy |
3,195
+141
| +5% | +$26.9K | 0.25% | 73 |
|
|
2023
Q4 | $499K | Sell |
3,054
-222
| -7% | -$36.3K | 0.23% | 80 |
|
|
2023
Q3 | $460K | Buy |
3,276
+750
| +30% | +$105K | 0.24% | 78 |
|
|
2023
Q2 | $338K | Sell |
2,526
-414
| -14% | -$55.4K | 0.17% | 97 |
|
|
2023
Q1 | $385K | Buy |
2,940
+645
| +28% | +$84.6K | 0.21% | 88 |
|
|
2022
Q4 | $323K | Buy |
2,295
+150
| +7% | +$21.1K | 0.19% | 95 |
|
|
2022
Q3 | $254K | Hold |
2,145
| – | – | 0.17% | 96 |
|
|
2022
Q2 | $303K | Buy |
2,145
+69
| +3% | +$9.75K | 0.19% | 89 |
|
|
2022
Q1 | $270K | Buy |
2,076
+435
| +27% | +$56.6K | 0.15% | 102 |
|
|
2021
Q4 | $219K | Buy |
+1,641
| New | +$219K | 0.11% | 111 |
|