Elwood & Goetz Wealth Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
1,384
-100
| -7% | -$29.5K | 0.09% | 66 |
|
|
2025
Q1 | $369K | Buy |
1,484
+59
| +4% | +$14.7K | 0.09% | 65 |
|
|
2024
Q4 | $313K | Buy |
1,425
+69
| +5% | +$15.2K | 0.08% | 74 |
|
|
2024
Q3 | $300K | Buy |
+1,356
| New | +$300K | 0.07% | 74 |
|
|
2024
Q2 | – | Sell |
-1,150
| Closed | -$220K | – | 85 |
|
|
2024
Q1 | $220K | Buy |
+1,150
| New | +$220K | 0.05% | 82 |
|