Diversified’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.28M | Buy |
5,767
+1,586
| +38% | +$351K | 0.14% | 64 |
|
|
2024
Q2 | $723K | Buy |
4,181
+2,616
| +167% | +$452K | 0.09% | 89 |
|
|
2024
Q1 | $299K | Buy |
1,565
+284
| +22% | +$54.2K | 0.04% | 125 |
|
|
2023
Q4 | $210K | Buy |
+1,281
| New | +$210K | 0.05% | 151 |
|
|
2021
Q1 | – | Sell |
-253
| Closed | -$29K | – | 193 |
|
|
2020
Q4 | $29K | Buy |
+253
| New | +$29K | 0.02% | 221 |
|