Convergence Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
1,692
-1,858
| -52% | -$548K | 0.09% | 113 |
|
|
2025
Q1 | $883K | Buy |
3,550
+977
| +38% | +$243K | 0.17% | 73 |
|
|
2024
Q4 | $566K | Buy |
2,573
+1,128
| +78% | +$248K | 0.11% | 83 |
|
|
2024
Q3 | $319K | Sell |
1,445
-825
| -36% | -$182K | 0.07% | 117 |
|
|
2024
Q2 | $393K | Buy |
+2,270
| New | +$393K | 0.1% | 103 |
|