FSA
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 |
|