Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-30
Closed -$7.46K 83
2025
Q1
$7.46K Hold
30
﹤0.01% 69
2024
Q4
$6.59K Hold
30
﹤0.01% 73
2024
Q3
$6.63K Hold
30
﹤0.01% 68
2024
Q2
$5.19K Hold
30
﹤0.01% 64
2024
Q1
$5.73K Sell
30
-226
-88% -$41.2K ﹤0.01% 64
2023
Q4
$41.9K Buy
256
+226
+753% +$34.1K 0.03% 59
2023
Q3
$4.21K Hold
30
﹤0.01% 68
2023
Q2
$4.01K Hold
30
﹤0.01% 65
2023
Q1
$3.93K Hold
30
﹤0.01% 66
2022
Q4
$4.23K Hold
30
﹤0.01% 62
2022
Q3
$4K Hold
30
﹤0.01% 58
2022
Q2
$4K Sell
30
-48
-62% -$6.48K ﹤0.01% 49
2022
Q1
$10K Buy
78
+48
+160% +$6.26K 0.01% 117
2021
Q4
$4K Sell
30
-12
-29% -$1.5K ﹤0.01% 64
2021
Q3
$6K Buy
42
+11
+35% +$1.47K ﹤0.01% 95
2021
Q2
$4K Hold
31
﹤0.01% 86
2021
Q1
$4K Hold
31
﹤0.01% 82
2020
Q4
$4K Hold
31
﹤0.01% 49
2020
Q3
$4K Hold
31
﹤0.01% 51
2020
Q2
$4K Hold
31
﹤0.01% 50
2020
Q1
$3K Hold
31
﹤0.01% 53
2019
Q4
$4K Buy
+31
New +$4.03K ﹤0.01% 132

Other funds holding IBM