Financial 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 | $710K | Hold |
2,407
| – | – | 0.13% | 36 |
|
|
2025
Q1 | $599K | Buy |
2,407
+50
| +2% | +$12.4K | 0.12% | 39 |
|
|
2024
Q4 | $518K | Buy |
2,357
+371
| +19% | +$81.6K | 0.1% | 43 |
|
|
2024
Q3 | $439K | Hold |
1,986
| – | – | 0.08% | 48 |
|
|
2024
Q2 | $343K | Hold |
1,986
| – | – | 0.07% | 54 |
|
|
2024
Q1 | $379K | Hold |
1,986
| – | – | 0.08% | 50 |
|
|
2023
Q4 | $325K | Sell |
1,986
-2,948
| -60% | -$482K | 0.07% | 54 |
|
|
2023
Q3 | $692K | Buy |
4,934
+2,648
| +116% | +$372K | 0.17% | 28 |
|
|
2023
Q2 | $306K | Buy |
2,286
+757
| +50% | +$101K | 0.07% | 57 |
|
|
2023
Q1 | $200K | Hold |
1,529
| – | – | 0.05% | 78 |
|
|
2022
Q4 | $215K | Buy |
+1,529
| New | +$215K | 0.06% | 75 |
|
|
2022
Q3 | – | Sell |
-1,734
| Closed | -$245K | – | 80 |
|
|
2022
Q2 | $245K | Hold |
1,734
| – | – | 0.09% | 65 |
|
|
2022
Q1 | $225K | Buy |
1,734
+172
| +11% | +$22.3K | 0.07% | 81 |
|
|
2021
Q4 | $209K | Sell |
1,562
-72
| -4% | -$9.63K | 0.06% | 84 |
|
|
2021
Q3 | $217K | Hold |
1,634
| – | – | 0.07% | 82 |
|
|
2021
Q2 | $229K | Sell |
1,634
-188
| -10% | -$26.3K | 0.08% | 79 |
|
|
2021
Q1 | $232K | Sell |
1,822
-52
| -3% | -$6.62K | 0.09% | 71 |
|
|
2020
Q4 | $226K | Buy |
+1,874
| New | +$226K | 0.1% | 70 |
|