Detalus 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 | $437K | Hold |
1,483
| – | – | 0.13% | 101 |
|
|
2025
Q1 | $369K | Buy |
1,483
+9
| +0.6% | +$2.24K | 0.12% | 105 |
|
|
2024
Q4 | $324K | Sell |
1,474
-3,338
| -69% | -$734K | 0.11% | 107 |
|
|
2024
Q3 | $1.06M | Sell |
4,812
-4,792
| -50% | -$1.06M | 0.35% | 41 |
|
|
2024
Q2 | $1.66M | Sell |
9,604
-159
| -2% | -$27.5K | 0.57% | 32 |
|
|
2024
Q1 | $1.86M | Sell |
9,763
-60
| -0.6% | -$11.5K | 0.66% | 28 |
|
|
2023
Q4 | $1.61M | Sell |
9,823
-200
| -2% | -$32.7K | 0.64% | 30 |
|
|
2023
Q3 | $1.41M | Sell |
10,023
-100
| -1% | -$14K | 0.66% | 30 |
|
|
2023
Q2 | $1.35M | Sell |
10,123
-399
| -4% | -$53.4K | 0.61% | 33 |
|
|
2023
Q1 | $1.38M | Sell |
10,522
-179
| -2% | -$23.5K | 0.66% | 30 |
|
|
2022
Q4 | $1.51M | Sell |
10,701
-399
| -4% | -$56.2K | 0.74% | 29 |
|
|
2022
Q3 | $1.32M | Buy |
11,100
+1
| +0% | +$119 | 0.79% | 24 |
|
|
2022
Q2 | $1.57M | Buy |
11,099
+251
| +2% | +$35.4K | 0.92% | 19 |
|
|
2022
Q1 | $1.41M | Buy |
10,848
+2,984
| +38% | +$388K | 0.74% | 21 |
|
|
2021
Q4 | $1.05M | Sell |
7,864
-506
| -6% | -$67.6K | 0.5% | 32 |
|
|
2021
Q3 | $1.11M | Buy |
8,370
+2,019
| +32% | +$268K | 0.56% | 29 |
|
|
2021
Q2 | $890K | Buy |
6,351
+1,590
| +33% | +$223K | 0.47% | 37 |
|
|
2021
Q1 | $607K | Buy |
+4,761
| New | +$607K | 0.36% | 56 |
|