Fidelis Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
8,841
+361
| +4% | +$91.1K | 0.2% | 88 |
|
|
2025
Q1 | $1.97M | Buy |
8,480
+497
| +6% | +$116K | 0.21% | 89 |
|
|
2024
Q4 | $2.08M | Buy |
7,983
+1,727
| +28% | +$450K | 0.21% | 89 |
|
|
2024
Q3 | $1.46M | Buy |
6,256
+2,846
| +83% | +$662K | 0.17% | 107 |
|
|
2024
Q2 | $637K | Sell |
3,410
-8
| -0.2% | -$1.49K | 0.09% | 184 |
|
|
2024
Q1 | $653K | Buy |
3,418
+1,173
| +52% | +$224K | 0.1% | 182 |
|
|
2023
Q4 | $367K | Buy |
2,245
+539
| +32% | +$88.1K | 0.08% | 211 |
|
|
2023
Q3 | $239K | Buy |
+1,706
| New | +$239K | 0.08% | 231 |
|