Financial Gravity Asset Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$100K	Buy	413 +113	+38%	+$30.6K	0.02%	225
2025 Q4	$88.9K	Hold	300	–	–	0.02%	195
2025 Q3	$84.6K	Buy	+300	New	+$78.5K	0.02%	237
2025 Q1	$99.5K	Buy	+400	New	+$97.8K	0.02%	222
2024 Q2	–	Sell	-3	Closed	-$703	–	1960
2024 Q1	$703	Sell	3 -223	-99%	-$40.7K	﹤0.01%	1305
2023 Q4	$32.4K	Buy	226 +1	+0.4%	+$151	﹤0.01%	623
2023 Q3	$32.2K	Buy	225 +91	+68%	+$12.9K	﹤0.01%	518
2023 Q2	$559	Buy	134 +3	+2%	+$387	﹤0.01%	980
2023 Q1	$195	Sell	131 -10	-7%	-$1.34K	0.01%	621
2022 Q4	$5.57K	Sell	141 -335	-70%	-$46.2K	0.03%	371
2022 Q3	$176	Sell	476 -88	-16%	-$11.5K	0.01%	570
2022 Q2	$210	Sell	564 -86	-13%	-$11.6K	0.01%	522
2022 Q1	$201	Sell	650 -20	-3%	-$2.61K	0.01%	570
2021 Q4	$213	Buy	670 +668	+33,400%	+$83.8K	﹤0.01%	616
2021 Q3	$139K	Hold	2	–	–	0.07%	268
2021 Q2	$147K	Sell	2 -1	-33%	-$137	0.05%	247
2021 Q1	$449	Sell	3 -4	-57%	-$479	0.01%	397
2020 Q4	$1K	Buy	+7	New	+$809	﹤0.01%	410
2020 Q2	–	Sell	-147	Closed	-$15.7K	–	412
2020 Q1	$15.7K	Sell	147 -109	-43%	-$13.8K	0.05%	149
2019 Q4	$134K	Sell	256 -127	-33%	-$16.5K	0.09%	218
2019 Q3	$53K	Sell	383 -40	-9%	-$5.4K	0.05%	283
2019 Q2	$56K	Sell	423 -546	-56%	-$71.7K	0.05%	307
2019 Q1	$133K	Buy	+969	New	+$124K	0.11%	178
2018 Q3	$286K	Buy	2,500 +201	+9%	+$28.1K	0.3%	60
2018 Q2	$318K	Sell	2,299 -101	-4%	-$14.1K	0.3%	54
2018 Q1	$327K	Buy	+2,400	New	+$363K	0.33%	49