Financial Connections Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
+58
| New | +$17K | 0.01% | 150 |
|
|
2023
Q3 | – | Sell |
-596
| Closed | -$79K | – | 168 |
|
|
2023
Q2 | $79K | Buy |
+596
| New | +$79K | 0.05% | 92 |
|
|
2022
Q3 | – | Sell |
-596
| Closed | -$84K | – | 259 |
|
|
2022
Q2 | $84K | Sell |
596
-24
| -4% | -$3.38K | 0.07% | 79 |
|
|
2022
Q1 | $80K | Hold |
620
| – | – | 0.08% | 80 |
|
|
2021
Q4 | $82K | Buy |
+620
| New | +$82K | 0.08% | 82 |
|