BIP Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Sell |
2,903
-327
| -10% | -$96.4K | 0.05% | 112 |
|
|
2025
Q1 | $803K | Sell |
3,230
-96
| -3% | -$23.9K | 0.05% | 116 |
|
|
2024
Q4 | $731K | Buy |
3,326
+200
| +6% | +$44K | 0.05% | 125 |
|
|
2024
Q3 | $691K | Buy |
3,126
+762
| +32% | +$168K | 0.05% | 116 |
|
|
2024
Q2 | $409K | Sell |
2,364
-280
| -11% | -$48.4K | 0.03% | 127 |
|
|
2024
Q1 | $505K | Sell |
2,644
-375
| -12% | -$71.6K | 0.04% | 124 |
|
|
2023
Q4 | $494K | Buy |
3,019
+160
| +6% | +$26.2K | 0.04% | 119 |
|
|
2023
Q3 | $401K | Sell |
2,859
-375
| -12% | -$52.6K | 0.04% | 116 |
|
|
2023
Q2 | $433K | Hold |
3,234
| – | – | 0.04% | 115 |
|
|
2023
Q1 | $424K | Buy |
+3,234
| New | +$424K | 0.05% | 123 |
|