Bruce G. Allen Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
487
-199
| -29% | -$58.7K | 0.11% | 107 |
|
|
2025
Q1 | $171K | Sell |
686
-179
| -21% | -$44.5K | 0.14% | 86 |
|
|
2024
Q4 | $190K | Buy |
865
+21
| +2% | +$4.62K | 0.15% | 77 |
|
|
2024
Q3 | $187K | Sell |
844
-59
| -7% | -$13K | 0.14% | 84 |
|
|
2024
Q2 | $156K | Sell |
903
-115
| -11% | -$19.9K | 0.13% | 98 |
|
|
2024
Q1 | $194K | Sell |
1,018
-96
| -9% | -$18.3K | 0.16% | 76 |
|
|
2023
Q4 | $182K | Buy |
+1,114
| New | +$182K | 0.17% | 81 |
|