EFM
E Fund Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Sell |
24,512
-4,627
| -16% | -$1.36M | 0.34% | 46 |
|
|
2025
Q1 | $7.25M | Buy |
29,139
+2,269
| +8% | +$564K | 0.35% | 45 |
|
|
2024
Q4 | $5.91M | Buy |
26,870
+8,794
| +49% | +$1.93M | 0.3% | 45 |
|
|
2024
Q3 | $4M | Buy |
18,076
+3,097
| +21% | +$685K | 0.21% | 50 |
|
|
2024
Q2 | $2.59M | Buy |
14,979
+3,705
| +33% | +$641K | 0.14% | 70 |
|
|
2024
Q1 | $2.15M | Buy |
11,274
+3,625
| +47% | +$692K | 0.13% | 72 |
|
|
2023
Q4 | $1.25M | Sell |
7,649
-619
| -7% | -$101K | 0.08% | 78 |
|
|
2023
Q3 | $1.16M | Sell |
8,268
-438
| -5% | -$61.5K | 0.09% | 75 |
|
|
2023
Q2 | $1.17M | Sell |
8,706
-1,052
| -11% | -$141K | 0.09% | 70 |
|
|
2023
Q1 | $1.28M | Buy |
9,758
+724
| +8% | +$94.9K | 0.09% | 73 |
|
|
2022
Q4 | $1.27M | Sell |
9,034
-142
| -2% | -$20K | 0.11% | 75 |
|
|
2022
Q3 | $1.09M | Sell |
9,176
-298
| -3% | -$35.4K | 0.1% | 84 |
|
|
2022
Q2 | $1.34M | Sell |
9,474
-145
| -2% | -$20.5K | 0.12% | 76 |
|
|
2022
Q1 | $1.25M | Buy |
9,619
+878
| +10% | +$114K | 0.04% | 74 |
|
|
2021
Q4 | $1.17M | Sell |
8,741
-890
| -9% | -$119K | 0.04% | 99 |
|
|
2021
Q3 | $1.34M | Buy |
+9,631
| New | +$1.34M | 0.06% | 81 |
|
|
2021
Q1 | $1.58M | Buy |
+11,839
| New | +$1.58M | 0.13% | 76 |
|