Brown Shipley & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Buy |
+58
| New | +$17.1K | 0.01% | 63 |
|
|
2024
Q3 | – | Sell |
-162
| Closed | -$28K | – | 72 |
|
|
2024
Q2 | $28K | Hold |
162
| – | – | 0.01% | 63 |
|
|
2024
Q1 | $30.8K | Hold |
162
| – | – | 0.01% | 85 |
|
|
2023
Q4 | $26.5K | Hold |
162
| – | – | 0.01% | 77 |
|
|
2023
Q3 | $22.7K | Hold |
162
| – | – | 0.01% | 80 |
|
|
2023
Q2 | $21.7K | Hold |
162
| – | – | 0.01% | 103 |
|
|
2023
Q1 | $20.9K | Buy |
+162
| New | +$20.9K | 0.01% | 101 |
|