ERn Financial LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
1,227
-138
| -10% | -$40.7K | 0.08% | 111 |
|
|
2025
Q1 | $339K | Sell |
1,365
-84
| -6% | -$20.9K | 0.05% | 155 |
|
|
2024
Q4 | $318K | Sell |
1,449
-162
| -10% | -$35.6K | 0.05% | 164 |
|
|
2024
Q3 | $356K | Buy |
1,611
+6
| +0.4% | +$1.33K | 0.05% | 159 |
|
|
2024
Q2 | $278K | Buy |
1,605
+21
| +1% | +$3.63K | 0.05% | 163 |
|
|
2024
Q1 | $302K | Buy |
1,584
+6
| +0.4% | +$1.15K | 0.05% | 157 |
|
|
2023
Q4 | $263K | Sell |
1,578
-246
| -13% | -$41K | 0.05% | 160 |
|
|
2023
Q3 | $256K | Sell |
1,824
-2
| -0.1% | -$281 | 0.06% | 153 |
|
|
2023
Q2 | $244K | Buy |
1,826
+8
| +0.4% | +$1.07K | 0.05% | 161 |
|
|
2023
Q1 | $238K | Sell |
1,818
-68
| -4% | -$8.92K | 0.05% | 160 |
|
|
2022
Q4 | $266K | Buy |
1,886
+76
| +4% | +$10.7K | 0.06% | 155 |
|
|
2022
Q3 | $215K | Buy |
1,810
+71
| +4% | +$8.43K | 0.06% | 155 |
|
|
2022
Q2 | $246K | Buy |
1,739
+165
| +10% | +$23.3K | 0.06% | 146 |
|
|
2022
Q1 | $205K | Sell |
1,574
-17
| -1% | -$2.21K | 0.05% | 167 |
|
|
2021
Q4 | $213K | Buy |
+1,591
| New | +$213K | 0.05% | 150 |
|
|
2020
Q1 | – | Sell |
-2,697
| Closed | -$346K | – | 73 |
|
|
2019
Q4 | $346K | Buy |
+2,697
| New | +$346K | 0.2% | 49 |
|