DFG
Dupree Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
764
-412
| -35% | -$121K | 0.09% | 65 |
|
|
2025
Q1 | $292K | Sell |
1,176
-13
| -1% | -$3.23K | 0.12% | 62 |
|
|
2024
Q4 | $261K | Buy |
1,189
+22
| +2% | +$4.84K | 0.12% | 57 |
|
|
2024
Q3 | $258K | Sell |
1,167
-53
| -4% | -$11.7K | 0.1% | 64 |
|
|
2024
Q2 | $211K | Buy |
1,220
+27
| +2% | +$4.67K | 0.1% | 61 |
|
|
2024
Q1 | $228K | Buy |
+1,193
| New | +$228K | 0.1% | 55 |
|