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Financial Security Advisor’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
2,416
+83
+4% +$24.5K 0.16% 59
2025
Q1
$580K Buy
2,333
+2
+0.1% +$497 0.15% 61
2024
Q4
$512K Sell
2,331
-36
-2% -$7.91K 0.13% 64
2024
Q3
$523K Buy
2,367
+15
+0.6% +$3.32K 0.13% 62
2024
Q2
$407K Buy
2,352
+3
+0.1% +$519 0.14% 67
2024
Q1
$448K Buy
2,349
+3
+0.1% +$573 0.16% 62
2023
Q4
$384K Buy
2,346
+61
+3% +$9.98K 0.15% 68
2023
Q3
$321K Buy
+2,285
New +$321K 0.15% 76