Destiny Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
+936
| New | +$276K | 0.04% | 162 |
|
|
2023
Q1 | – | Sell |
-332
| Closed | -$46.8K | – | 376 |
|
|
2022
Q4 | $46.8K | Buy |
332
+32
| +11% | +$4.51K | 0.01% | 300 |
|
|
2022
Q3 | $36K | Hold |
300
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $42K | Sell |
300
-13
| -4% | -$1.82K | 0.01% | 294 |
|
|
2022
Q1 | $41K | Buy |
313
+13
| +4% | +$1.7K | 0.01% | 328 |
|
|
2021
Q4 | $40K | Sell |
300
-145
| -33% | -$19.3K | 0.01% | 345 |
|
|
2021
Q3 | $59K | Buy |
+445
| New | +$59K | 0.01% | 259 |
|
|
2021
Q2 | – | Sell |
-445
| Closed | -$57K | – | 326 |
|
|
2021
Q1 | $57K | Hold |
445
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $53K | Buy |
+445
| New | +$53K | 0.01% | 279 |
|