Dover 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 | $2.27M | Sell |
7,714
-1,991
| -21% | -$587K | 1% | 27 |
|
|
2025
Q1 | $2.41M | Buy |
9,705
+2,741
| +39% | +$682K | 1.05% | 26 |
|
|
2024
Q4 | $1.53M | Buy |
6,964
+745
| +12% | +$164K | 0.88% | 34 |
|
|
2024
Q3 | $1.37M | Buy |
6,219
+253
| +4% | +$55.9K | 0.78% | 40 |
|
|
2024
Q2 | $1.03M | Buy |
5,966
+4,115
| +222% | +$712K | 0.64% | 51 |
|
|
2024
Q1 | $353K | Buy |
+1,851
| New | +$353K | 0.24% | 90 |
|
|
2023
Q2 | – | Sell |
-1,751
| Closed | -$230K | – | 107 |
|
|
2023
Q1 | $230K | Buy |
+1,751
| New | +$230K | 0.22% | 88 |
|