Fiduciary Alliance’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
18,427
+12,842
| +230% | +$3.79M | 0.41% | 65 |
|
|
2025
Q1 | $1.39M | Buy |
5,585
+185
| +3% | +$46K | 0.14% | 139 |
|
|
2024
Q4 | $1.19M | Buy |
5,400
+2,757
| +104% | +$606K | 0.12% | 151 |
|
|
2024
Q3 | $584K | Buy |
2,643
+983
| +59% | +$217K | 0.08% | 142 |
|
|
2024
Q2 | $294K | Buy |
+1,660
| New | +$294K | 0.05% | 170 |
|
|
2023
Q3 | – | Sell |
-183
| Closed | -$24.5K | – | 510 |
|
|
2023
Q2 | $24.5K | Buy |
+183
| New | +$24.5K | 0.01% | 414 |
|
|
2023
Q1 | – | Sell |
-181
| Closed | -$25.4K | – | 455 |
|
|
2022
Q4 | $25.4K | Buy |
+181
| New | +$25.4K | 0.01% | 291 |
|