Castle Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
848
+1
| +0.1% | +$295 | 0.09% | 104 |
|
|
2025
Q1 | $211K | Buy |
+847
| New | +$211K | 0.08% | 120 |
|
|
2023
Q3 | – | Sell |
-1,986
| Closed | -$266K | – | 108 |
|
|
2023
Q2 | $266K | Sell |
1,986
-246
| -11% | -$32.9K | 0.19% | 94 |
|
|
2023
Q1 | $293K | Buy |
2,232
+416
| +23% | +$54.5K | 0.23% | 85 |
|
|
2022
Q4 | $256K | Buy |
1,816
+55
| +3% | +$7.75K | 0.16% | 94 |
|
|
2022
Q3 | $209K | Buy |
1,761
+5
| +0.3% | +$593 | 0.13% | 101 |
|
|
2022
Q2 | $248K | Buy |
+1,756
| New | +$248K | 0.14% | 98 |
|