Empowered Funds’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4M | Buy |
96,395
+44,512
| +86% | +$13.1M | 0.32% | 52 |
|
|
2025
Q1 | $12.9M | Sell |
51,883
-3,365
| -6% | -$837K | 0.18% | 103 |
|
|
2024
Q4 | $12.1M | Sell |
55,248
-16,870
| -23% | -$3.71M | 0.18% | 106 |
|
|
2024
Q3 | $15.9M | Sell |
72,118
-2,678
| -4% | -$592K | 0.25% | 73 |
|
|
2024
Q2 | $12.9M | Buy |
74,796
+13,327
| +22% | +$2.3M | 0.22% | 86 |
|
|
2024
Q1 | $11.7M | Buy |
61,469
+33,767
| +122% | +$6.45M | 0.21% | 90 |
|
|
2023
Q4 | $4.53M | Buy |
27,702
+12,480
| +82% | +$2.04M | 0.11% | 261 |
|
|
2023
Q3 | $2.14M | Sell |
15,222
-27
| -0.2% | -$3.79K | 0.06% | 433 |
|
|
2023
Q2 | $2.04M | Buy |
15,249
+8,984
| +143% | +$1.2M | 0.07% | 385 |
|
|
2023
Q1 | $821K | Buy |
6,265
+2,490
| +66% | +$326K | 0.05% | 320 |
|
|
2022
Q4 | $532K | Buy |
+3,775
| New | +$532K | 0.03% | 176 |
|
|
2019
Q1 | – | Sell |
-20,364
| Closed | -$2.21M | – | 107 |
|
|
2018
Q4 | $2.21M | Buy |
+20,364
| New | +$2.21M | 0.94% | 16 |
|