Ethos Financial 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 | $1.25M | Buy |
4,232
+1,747
| +70% | +$515K | 0.11% | 152 |
|
|
2025
Q1 | $555K | Buy |
2,485
+74
| +3% | +$16.5K | 0.05% | 215 |
|
|
2024
Q4 | $537K | Sell |
2,411
-94
| -4% | -$20.9K | 0.07% | 152 |
|
|
2024
Q3 | $554K | Buy |
2,505
+23
| +0.9% | +$5.09K | 0.09% | 123 |
|
|
2024
Q2 | $429K | Buy |
2,482
+211
| +9% | +$36.5K | 0.08% | 152 |
|
|
2024
Q1 | $434K | Buy |
2,271
+52
| +2% | +$9.94K | 0.08% | 160 |
|
|
2023
Q4 | $363K | Sell |
2,219
-9
| -0.4% | -$1.47K | 0.08% | 168 |
|
|
2023
Q3 | $313K | Buy |
2,228
+325
| +17% | +$45.6K | 0.08% | 131 |
|
|
2023
Q2 | $250K | Hold |
1,903
| – | – | 0.08% | 112 |
|
|
2023
Q1 | $250K | Buy |
1,903
+1
| +0.1% | +$131 | 0.08% | 133 |
|
|
2022
Q4 | $268K | Buy |
+1,902
| New | +$268K | 0.09% | 113 |
|