Everhart 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 | $2.12M | Buy |
7,195
+760
| +12% | +$224K | 0.25% | 53 |
|
|
2025
Q1 | $1.6M | Buy |
6,435
+326
| +5% | +$81.1K | 0.22% | 62 |
|
|
2024
Q4 | $1.34M | Buy |
6,109
+484
| +9% | +$106K | 0.28% | 67 |
|
|
2024
Q3 | $1.24M | Buy |
5,625
+732
| +15% | +$162K | 0.28% | 70 |
|
|
2024
Q2 | $847K | Buy |
4,893
+375
| +8% | +$64.9K | 0.22% | 97 |
|
|
2024
Q1 | $863K | Buy |
4,518
+321
| +8% | +$61.3K | 0.25% | 79 |
|
|
2023
Q4 | $686K | Buy |
4,197
+310
| +8% | +$50.7K | 0.24% | 83 |
|
|
2023
Q3 | $545K | Buy |
3,887
+390
| +11% | +$54.7K | 0.23% | 88 |
|
|
2023
Q2 | $468K | Buy |
3,497
+304
| +10% | +$40.7K | 0.19% | 103 |
|
|
2023
Q1 | $419K | Sell |
3,193
-96
| -3% | -$12.6K | 0.19% | 102 |
|
|
2022
Q4 | $463K | Buy |
3,289
+65
| +2% | +$9.16K | 0.23% | 88 |
|
|
2022
Q3 | $383K | Sell |
3,224
-849
| -21% | -$101K | 0.21% | 94 |
|
|
2022
Q2 | $575K | Buy |
4,073
+2,063
| +103% | +$291K | 0.35% | 64 |
|
|
2022
Q1 | $261K | Buy |
+2,010
| New | +$261K | 0.15% | 100 |
|