Cook Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,504
| Closed | -$361K | – | 27 |
|
|
2025
Q1 | $361K | Sell |
1,504
-154
| -9% | -$36.9K | 0.18% | 39 |
|
|
2024
Q4 | $375K | Buy |
1,658
+33
| +2% | +$7.46K | 0.18% | 41 |
|
|
2024
Q3 | $333K | Buy |
1,625
+2
| +0.1% | +$410 | 0.17% | 43 |
|
|
2024
Q2 | $312K | Buy |
1,623
+3
| +0.2% | +$576 | 0.17% | 45 |
|
|
2024
Q1 | $267K | Buy |
1,620
+2
| +0.1% | +$329 | 0.16% | 44 |
|
|
2023
Q4 | $281K | Buy |
1,618
+3
| +0.2% | +$522 | 0.18% | 41 |
|
|
2023
Q3 | $232K | Hold |
1,615
| – | – | 0.18% | 45 |
|
|
2023
Q2 | $231K | Buy |
1,615
+21
| +1% | +$3K | 0.18% | 36 |
|
|
2023
Q1 | $202K | Sell |
1,594
-42
| -3% | -$5.33K | 0.17% | 43 |
|
|
2022
Q4 | $230K | Hold |
1,636
| – | – | 0.22% | 34 |
|
|
2022
Q3 | $220K | Hold |
1,636
| – | – | 0.24% | 36 |
|
|
2022
Q2 | $217K | Hold |
1,636
| – | – | 0.22% | 40 |
|
|
2022
Q1 | $222K | Sell |
1,636
-6
| -0.4% | -$814 | 0.23% | 34 |
|
|
2021
Q4 | $225K | Buy |
+1,642
| New | +$225K | 0.23% | 35 |
|