Exchange Bank’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
7,826
-28
| -0.4% | -$8.25K | 1.83% | 14 |
|
|
2025
Q1 | $1.95M | Sell |
7,854
-44
| -0.6% | -$10.9K | 1.58% | 17 |
|
|
2024
Q4 | $1.74M | Buy |
7,898
+171
| +2% | +$37.6K | 1.4% | 19 |
|
|
2024
Q3 | $1.71M | Hold |
7,727
| – | – | 1.4% | 20 |
|
|
2024
Q2 | $1.34M | Sell |
7,727
-50
| -0.6% | -$8.65K | 1.14% | 27 |
|
|
2024
Q1 | $1.49M | Sell |
7,777
-57
| -0.7% | -$10.9K | 1.22% | 24 |
|
|
2023
Q4 | $1.28M | Buy |
7,834
+73
| +0.9% | +$11.9K | 1.11% | 27 |
|
|
2023
Q3 | $1.09M | Sell |
7,761
-28
| -0.4% | -$3.93K | 1.04% | 30 |
|
|
2023
Q2 | $1.04M | Buy |
+7,789
| New | +$1.04M | 1.01% | 31 |
|