Carr Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
1,683
+13
| +0.8% | +$3.83K | 0.15% | 96 |
|
|
2025
Q1 | $415K | Buy |
1,670
+66
| +4% | +$16.4K | 0.14% | 105 |
|
|
2024
Q4 | $353K | Sell |
1,604
-47
| -3% | -$10.3K | 0.11% | 134 |
|
|
2024
Q3 | $365K | Buy |
1,651
+99
| +6% | +$21.9K | 0.11% | 132 |
|
|
2024
Q2 | $268K | Buy |
1,552
+108
| +7% | +$18.7K | 0.09% | 161 |
|
|
2024
Q1 | $276K | Sell |
1,444
-204
| -12% | -$39K | 0.09% | 157 |
|
|
2023
Q4 | $270K | Sell |
1,648
-130
| -7% | -$21.3K | 0.1% | 142 |
|
|
2023
Q3 | $263K | Sell |
1,778
-138
| -7% | -$20.4K | 0.1% | 139 |
|
|
2023
Q2 | $256K | Buy |
+1,916
| New | +$256K | 0.1% | 147 |
|