Farther Finance Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
29,483
+2,591
| +10% | +$764K | 0.17% | 111 |
|
|
2025
Q1 | $6.73M | Buy |
26,892
+8,664
| +48% | +$2.17M | 0.17% | 119 |
|
|
2024
Q4 | $4.01M | Buy |
18,228
+1,668
| +10% | +$367K | 0.14% | 129 |
|
|
2024
Q3 | $3.66M | Buy |
16,560
+5,597
| +51% | +$1.24M | 0.14% | 131 |
|
|
2024
Q2 | $1.92M | Buy |
10,963
+1,668
| +18% | +$292K | 0.09% | 174 |
|
|
2024
Q1 | $1.76M | Sell |
9,295
-958
| -9% | -$182K | 0.11% | 165 |
|
|
2023
Q4 | $1.68M | Buy |
10,253
+7,082
| +223% | +$1.16M | 0.12% | 154 |
|
|
2023
Q3 | $445K | Buy |
3,171
+667
| +27% | +$93.6K | 0.07% | 218 |
|
|
2023
Q2 | $335K | Buy |
2,504
+197
| +9% | +$26.4K | 0.07% | 225 |
|
|
2023
Q1 | $302K | Buy |
2,307
+300
| +15% | +$39.3K | 0.09% | 202 |
|
|
2022
Q4 | $283K | Buy |
+2,007
| New | +$283K | 0.11% | 183 |
|