Burkett Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
439
+3
| +0.7% | +$884 | 0.05% | 60 |
|
|
2025
Q1 | $108K | Buy |
436
+3
| +0.7% | +$746 | 0.04% | 64 |
|
|
2024
Q4 | $95.3K | Buy |
433
+3
| +0.7% | +$660 | 0.04% | 65 |
|
|
2024
Q3 | $95.1K | Buy |
430
+3
| +0.7% | +$664 | 0.04% | 62 |
|
|
2024
Q2 | $73.8K | Buy |
427
+4
| +0.9% | +$691 | 0.04% | 62 |
|
|
2024
Q1 | $80.7K | Buy |
423
+4
| +1% | +$763 | 0.04% | 68 |
|
|
2023
Q4 | $68.5K | Buy |
+419
| New | +$68.5K | 0.04% | 75 |
|