Evergreen Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
858
+23
| +3% | +$6.78K | 0.11% | 59 |
|
|
2025
Q1 | $208K | Hold |
835
| – | – | 0.1% | 68 |
|
|
2024
Q4 | $184K | Hold |
835
| – | – | 0.09% | 70 |
|
|
2024
Q3 | $185K | Hold |
835
| – | – | 0.09% | 70 |
|
|
2024
Q2 | $144K | Hold |
835
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $159K | Hold |
835
| – | – | 0.08% | 77 |
|
|
2023
Q4 | $137K | Buy |
+835
| New | +$137K | 0.07% | 80 |
|