Blackston Financial Advisory 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 | $473K | Sell |
1,603
-73
| -4% | -$21.5K | 0.21% | 81 |
|
2025
Q1 | $417K | Buy |
1,676
+96
| +6% | +$23.9K | 0.21% | 82 |
|
2024
Q4 | $347K | Sell |
1,580
-1
| -0.1% | -$220 | 0.17% | 88 |
|
2024
Q3 | $350K | Sell |
1,581
-732
| -32% | -$162K | 0.18% | 86 |
|
2024
Q2 | $400K | Buy |
2,313
+958
| +71% | +$166K | 0.22% | 40 |
|
2024
Q1 | $259K | Sell |
1,355
-1,107
| -45% | -$211K | 0.17% | 53 |
|
2023
Q4 | $403K | Sell |
2,462
-148
| -6% | -$24.2K | 0.26% | 50 |
|
2023
Q3 | $366K | Sell |
2,610
-248
| -9% | -$34.8K | 0.26% | 53 |
|
2023
Q2 | $382K | Sell |
2,858
-269
| -9% | -$36K | 0.28% | 52 |
|
2023
Q1 | $410K | Sell |
3,127
-181
| -5% | -$23.7K | 0.31% | 56 |
|
2022
Q4 | $466K | Buy |
3,308
+33
| +1% | +$4.65K | 0.34% | 49 |
|
2022
Q3 | $453K | Buy |
3,275
+65
| +2% | +$8.99K | 0.32% | 48 |
|
2022
Q2 | $452K | Sell |
3,210
-214
| -6% | -$30.1K | 0.3% | 47 |
|
2022
Q1 | $476K | Buy |
3,424
+915
| +36% | +$127K | 0.31% | 41 |
|
2021
Q4 | $335K | Buy |
+2,509
| New | +$335K | 0.19% | 58 |
|