Braun-Bostich & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
1,212
+228
| +23% | +$67.2K | 0.24% | 73 |
|
|
2025
Q1 | $245K | Sell |
984
-65
| -6% | -$16.2K | 0.18% | 97 |
|
|
2024
Q4 | $231K | Sell |
1,049
-53
| -5% | -$11.7K | 0.17% | 96 |
|
|
2024
Q3 | $244K | Sell |
1,102
-108
| -9% | -$23.9K | 0.17% | 99 |
|
|
2024
Q2 | $209K | Buy |
+1,210
| New | +$209K | 0.16% | 103 |
|
|
2020
Q4 | – | Sell |
-435
| Closed | -$51K | – | 129 |
|
|
2020
Q3 | $51K | Hold |
435
| – | – | 0.05% | 150 |
|
|
2020
Q2 | $50K | Hold |
435
| – | – | 0.05% | 132 |
|
|
2020
Q1 | $44K | Sell |
435
-52
| -11% | -$5.26K | 0.06% | 138 |
|
|
2019
Q4 | $63K | Buy |
+487
| New | +$63K | 0.06% | 138 |
|
|
2019
Q3 | – | Sell |
-514
| Closed | -$68K | – | 181 |
|
|
2019
Q2 | $68K | Hold |
514
| – | – | 0.07% | 165 |
|
|
2019
Q1 | $69K | Hold |
514
| – | – | 0.07% | 182 |
|
|
2018
Q4 | $56K | Buy |
514
+226
| +78% | +$24.6K | 0.06% | 170 |
|
|
2018
Q3 | $42K | Hold |
288
| – | – | 0.04% | 184 |
|
|
2018
Q2 | $38K | Sell |
288
-121
| -30% | -$16K | 0.04% | 183 |
|
|
2018
Q1 | $60K | Sell |
409
-519
| -56% | -$76.1K | 0.05% | 158 |
|
|
2017
Q4 | $136K | Buy |
+928
| New | +$136K | 0.12% | 123 |
|