Colton Groome Financial 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 | $326K | Hold |
1,105
| – | – | 0.11% | 99 |
|
|
2025
Q1 | $267K | Sell |
1,105
-55
| -5% | -$13.3K | 0.1% | 104 |
|
|
2024
Q4 | $255K | Hold |
1,160
| – | – | 0.1% | 107 |
|
|
2024
Q3 | $256K | Sell |
1,160
-109
| -9% | -$24.1K | 0.1% | 113 |
|
|
2024
Q2 | $219K | Hold |
1,269
| – | – | 0.09% | 113 |
|
|
2024
Q1 | $242K | Sell |
1,269
-131
| -9% | -$25K | 0.1% | 104 |
|
|
2023
Q4 | $229K | Buy |
+1,400
| New | +$229K | 0.1% | 111 |
|
|
2023
Q3 | – | Sell |
-1,519
| Closed | -$203K | – | 115 |
|
|
2023
Q2 | $203K | Sell |
1,519
-281
| -16% | -$37.6K | 0.1% | 116 |
|
|
2023
Q1 | $236K | Buy |
1,800
+18
| +1% | +$2.36K | 0.11% | 110 |
|
|
2022
Q4 | $251K | Sell |
1,782
-5
| -0.3% | -$704 | 0.12% | 108 |
|
|
2022
Q3 | $212K | Buy |
1,787
+62
| +4% | +$7.36K | 0.11% | 110 |
|
|
2022
Q2 | $244K | Buy |
+1,725
| New | +$244K | 0.12% | 94 |
|