Brand Asset Management 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 | $476K | Sell |
1,613
-57
| -3% | -$16.8K | 0.18% | 54 |
|
2025
Q1 | $415K | Hold |
1,670
| – | – | 0.17% | 56 |
|
2024
Q4 | $367K | Sell |
1,670
-63
| -4% | -$13.9K | 0.15% | 61 |
|
2024
Q3 | $383K | Buy |
1,733
+142
| +9% | +$31.4K | 0.15% | 63 |
|
2024
Q2 | $275K | Buy |
1,591
+85
| +6% | +$14.7K | 0.12% | 67 |
|
2024
Q1 | $288K | Sell |
1,506
-413
| -22% | -$78.9K | 0.12% | 65 |
|
2023
Q4 | $314K | Buy |
1,919
+8
| +0.4% | +$1.31K | 0.14% | 60 |
|
2023
Q3 | $268K | Sell |
1,911
-333
| -15% | -$46.7K | 0.14% | 61 |
|
2023
Q2 | $300K | Hold |
2,244
| – | – | 0.14% | 60 |
|
2023
Q1 | $294K | Hold |
2,244
| – | – | 0.15% | 60 |
|
2022
Q4 | $316K | Sell |
2,244
-370
| -14% | -$52.1K | 0.16% | 58 |
|
2022
Q3 | $311K | Buy |
2,614
+86
| +3% | +$10.2K | 0.17% | 59 |
|
2022
Q2 | $357K | Buy |
+2,528
| New | +$357K | 0.18% | 61 |
|
2019
Q2 | – | Sell |
-209
| Closed | -$28K | – | 328 |
|
2019
Q1 | $28K | Hold |
209
| – | – | 0.02% | 162 |
|
2018
Q4 | $23K | Hold |
209
| – | – | 0.02% | 151 |
|
2018
Q3 | $30K | Hold |
209
| – | – | 0.02% | 157 |
|
2018
Q2 | $28K | Buy |
+209
| New | +$28K | 0.02% | 163 |
|