EFG
Embree Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
1,560
+25
| +2% | +$7.37K | 0.07% | 137 |
|
|
2025
Q1 | $382K | Buy |
1,535
+12
| +0.8% | +$2.98K | 0.06% | 144 |
|
|
2024
Q4 | $335K | Sell |
1,523
-72
| -5% | -$15.8K | 0.06% | 148 |
|
|
2024
Q3 | $353K | Buy |
1,595
+62
| +4% | +$13.7K | 0.06% | 143 |
|
|
2024
Q2 | $265K | Sell |
1,533
-33
| -2% | -$5.71K | 0.05% | 156 |
|
|
2024
Q1 | $299K | Sell |
1,566
-1
| -0.1% | -$191 | 0.06% | 155 |
|
|
2023
Q4 | $256K | Buy |
+1,567
| New | +$256K | 0.05% | 155 |
|