Financial Perspectives’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.2K | Hold |
160
| – | – | 0.01% | 317 |
|
|
2025
Q1 | $39.8K | Hold |
160
| – | – | 0.01% | 323 |
|
|
2024
Q4 | $35.2K | Hold |
160
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $35.4K | Hold |
160
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $27.7K | Hold |
160
| – | – | 0.01% | 336 |
|
|
2024
Q1 | $30.6K | Sell |
160
-2
| -1% | -$382 | 0.01% | 330 |
|
|
2023
Q4 | $26.5K | Buy |
162
+2
| +1% | +$327 | 0.01% | 348 |
|
|
2023
Q3 | $22.4K | Hold |
160
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $21.4K | Hold |
160
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $21K | Buy |
160
+120
| +300% | +$15.7K | 0.01% | 353 |
|
|
2022
Q4 | $5.64K | Hold |
40
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $4.75K | Hold |
40
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $5.65K | Hold |
40
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $5.2K | Hold |
40
| – | – | ﹤0.01% | 536 |
|
|
2021
Q4 | $5.35K | Sell |
40
-2
| -5% | -$267 | ﹤0.01% | 505 |
|
|
2021
Q3 | $5.56K | Hold |
42
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $5.86K | Sell |
42
-5,533
| -99% | -$773K | ﹤0.01% | 517 |
|
|
2021
Q1 | $40K | Buy |
5,575
+5,445
| +4,188% | +$39.1K | ﹤0.01% | 567 |
|
|
2020
Q4 | $15.6K | Hold |
130
| – | – | 0.01% | 358 |
|
|
2020
Q3 | $15.1K | Hold |
130
| – | – | 0.01% | 325 |
|
|
2020
Q2 | $15K | Buy |
130
+17
| +15% | +$1.96K | 0.01% | 310 |
|
|
2020
Q1 | $12K | Buy |
113
+62
| +122% | +$6.58K | 0.01% | 304 |
|
|
2019
Q4 | $6.58K | Buy |
+51
| New | +$6.58K | ﹤0.01% | 368 |
|