Clarity Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
1,937
-164
| -8% | -$48.3K | 0.14% | 58 |
|
|
2025
Q1 | $522K | Buy |
2,101
+200
| +11% | +$49.7K | 0.14% | 53 |
|
|
2024
Q4 | $418K | Hold |
1,901
| – | – | 0.11% | 65 |
|
|
2024
Q3 | $420K | Buy |
1,901
+15
| +0.8% | +$3.32K | 0.12% | 65 |
|
|
2024
Q2 | $326K | Sell |
1,886
-50
| -3% | -$8.65K | 0.11% | 73 |
|
|
2024
Q1 | $370K | Buy |
1,936
+104
| +6% | +$19.9K | 0.13% | 67 |
|
|
2023
Q4 | $300K | Buy |
+1,832
| New | +$300K | 0.11% | 73 |
|