Bright Financial 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 | $470K | Hold |
1,594
| – | – | 0.26% | 35 |
|
|
2025
Q1 | $396K | Hold |
1,594
| – | – | 0.24% | 36 |
|
|
2024
Q4 | $350K | Sell |
1,594
-120
| -7% | -$26.4K | 0.22% | 41 |
|
|
2024
Q3 | $379K | Buy |
1,714
+167
| +11% | +$36.9K | 0.24% | 34 |
|
|
2024
Q2 | $268K | Hold |
1,547
| – | – | 0.19% | 40 |
|
|
2024
Q1 | $256K | Buy |
+1,547
| New | +$256K | 0.19% | 39 |
|