Bordeaux Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,159
-433
| -27% | -$128K | 0.04% | 117 |
|
|
2025
Q1 | $396K | Sell |
1,592
-9
| -0.6% | -$2.24K | 0.07% | 99 |
|
|
2024
Q4 | $352K | Sell |
1,601
-158
| -9% | -$34.7K | 0.06% | 109 |
|
|
2024
Q3 | $389K | Buy |
1,759
+507
| +40% | +$112K | 0.07% | 106 |
|
|
2024
Q2 | $217K | Buy |
+1,252
| New | +$217K | 0.04% | 129 |
|