Financial Gravity Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $99.5K | Buy |
+400
| New | +$99.5K | 0.02% | 222 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$703 | – | 1960 |
|
|
2024
Q1 | $703 | Sell |
3
-223
| -99% | -$52.3K | ﹤0.01% | 1305 |
|
|
2023
Q4 | $32.4K | Buy |
226
+1
| +0.4% | +$143 | ﹤0.01% | 623 |
|
|
2023
Q3 | $32.2K | Buy |
225
+91
| +68% | +$13K | ﹤0.01% | 518 |
|
|
2023
Q2 | $559 | Buy |
134
+3
| +2% | +$13 | ﹤0.01% | 980 |
|
|
2023
Q1 | $195 | Sell |
131
-10
| -7% | -$15 | 0.01% | 621 |
|
|
2022
Q4 | $5.57K | Sell |
141
-335
| -70% | -$13.2K | 0.03% | 371 |
|
|
2022
Q3 | $176 | Sell |
476
-88
| -16% | -$33 | 0.01% | 570 |
|
|
2022
Q2 | $210 | Sell |
564
-86
| -13% | -$32 | 0.01% | 522 |
|
|
2022
Q1 | $201 | Sell |
650
-20
| -3% | -$6 | 0.01% | 570 |
|
|
2021
Q4 | $213 | Buy |
670
+668
| +33,400% | +$212 | ﹤0.01% | 616 |
|
|
2021
Q3 | $139K | Hold |
2
| – | – | 0.07% | 268 |
|
|
2021
Q2 | $147K | Sell |
2
-1
| -33% | -$73.5K | 0.05% | 247 |
|
|
2021
Q1 | $449 | Sell |
3
-4
| -57% | -$599 | 0.01% | 397 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 410 |
|
|
2020
Q2 | – | Sell |
-147
| Closed | -$15.7K | – | 412 |
|
|
2020
Q1 | $15.7K | Sell |
147
-109
| -43% | -$11.6K | 0.05% | 149 |
|
|
2019
Q4 | $134K | Sell |
256
-127
| -33% | -$66.5K | 0.09% | 218 |
|
|
2019
Q3 | $53K | Sell |
383
-40
| -9% | -$5.54K | 0.05% | 283 |
|
|
2019
Q2 | $56K | Sell |
423
-546
| -56% | -$72.3K | 0.05% | 307 |
|
|
2019
Q1 | $133K | Buy |
+969
| New | +$133K | 0.11% | 178 |
|
|
2018
Q3 | $286K | Buy |
2,500
+201
| +9% | +$23K | 0.3% | 60 |
|
|
2018
Q2 | $318K | Sell |
2,299
-101
| -4% | -$14K | 0.3% | 54 |
|
|
2018
Q1 | $327K | Buy |
+2,400
| New | +$327K | 0.33% | 49 |
|