EAM
Empirical Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
1,693
+744
| +78% | +$219K | 0.15% | 205 |
|
|
2025
Q1 | $236K | Buy |
+949
| New | +$236K | 0.08% | 283 |
|
|
2024
Q3 | – | Sell |
-2,960
| Closed | -$512K | – | 332 |
|
|
2024
Q2 | $512K | Buy |
2,960
+292
| +11% | +$50.5K | 0.19% | 152 |
|
|
2024
Q1 | $510K | Buy |
+2,668
| New | +$510K | 0.25% | 107 |
|
|
2023
Q4 | – | Sell |
-5,728
| Closed | -$804K | – | 195 |
|
|
2023
Q3 | $804K | Sell |
5,728
-205
| -3% | -$28.8K | 0.7% | 43 |
|
|
2023
Q2 | $794K | Buy |
+5,933
| New | +$794K | 0.7% | 45 |
|