Diversified Portfolios Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+687
| New | +$203K | 0.02% | 159 |
|
|
2021
Q4 | – | Sell |
-1,707
| Closed | -$227K | – | 139 |
|
|
2021
Q3 | $227K | Buy |
1,707
+86
| +5% | +$11.4K | 0.06% | 109 |
|
|
2021
Q2 | $227K | Sell |
1,621
-407
| -20% | -$57K | 0.09% | 98 |
|
|
2021
Q1 | $258K | Buy |
+2,028
| New | +$258K | 0.08% | 88 |
|
|
2015
Q1 | – | Sell |
-2,388
| Closed | -$366K | – | 67 |
|
|
2014
Q4 | $366K | Buy |
+2,388
| New | +$366K | 0.22% | 50 |
|