Bradley & Co Private Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.9K | Hold |
305
| – | – | 0.06% | 59 |
|
|
2025
Q1 | $75.8K | Hold |
305
| – | – | 0.05% | 63 |
|
|
2024
Q4 | $67K | Buy |
+305
| New | +$67K | 0.04% | 62 |
|
|
2024
Q2 | $52.7K | Hold |
305
| – | – | 0.04% | 63 |
|
|
2024
Q1 | $58.2K | Hold |
305
| – | – | 0.05% | 60 |
|
|
2023
Q4 | $49.9K | Hold |
305
| – | – | 0.05% | 60 |
|
|
2023
Q3 | $42.8K | Hold |
305
| – | – | 0.04% | 66 |
|
|
2023
Q2 | $40.8K | Hold |
305
| – | – | 0.04% | 66 |
|
|
2023
Q1 | $40K | Hold |
305
| – | – | 0.04% | 65 |
|
|
2022
Q4 | $43K | Hold |
305
| – | – | 0.05% | 66 |
|
|
2022
Q3 | $37K | Hold |
305
| – | – | 0.04% | 78 |
|
|
2022
Q2 | $43K | Buy |
305
+13
| +4% | +$1.83K | 0.05% | 87 |
|
|
2022
Q1 | $38K | Hold |
292
| – | – | 0.03% | 95 |
|
|
2021
Q4 | $39K | Sell |
292
-13
| -4% | -$1.74K | 0.03% | 95 |
|
|
2021
Q3 | $41K | Hold |
305
| – | – | 0.04% | 96 |
|
|
2021
Q2 | $43K | Sell |
305
-105
| -26% | -$14.8K | 0.04% | 101 |
|
|
2021
Q1 | $52K | Buy |
+410
| New | +$52K | 0.05% | 91 |
|