DHJJ Financial 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 | $153K | Buy |
519
+380
| +273% | +$112K | 0.06% | 199 |
|
|
2025
Q1 | $34.6K | Hold |
139
| – | – | 0.01% | 361 |
|
|
2024
Q4 | $30.6K | Hold |
139
| – | – | 0.01% | 371 |
|
|
2024
Q3 | $30.7K | Hold |
139
| – | – | 0.01% | 372 |
|
|
2024
Q2 | $24K | Hold |
139
| – | – | 0.01% | 362 |
|
|
2024
Q1 | $26.5K | Hold |
139
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $22.7K | Hold |
139
| – | – | 0.01% | 352 |
|
|
2023
Q3 | $19.5K | Buy |
+139
| New | +$19.5K | 0.01% | 357 |
|