Financial Symmetry’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
1,908
+54
| +3% | +$15.9K | 0.29% | 27 |
|
|
2025
Q1 | $461K | Buy |
1,854
+20
| +1% | +$4.97K | 0.28% | 28 |
|
|
2024
Q4 | $403K | Buy |
1,834
+8
| +0.4% | +$1.76K | 0.27% | 28 |
|
|
2024
Q3 | $404K | Sell |
1,826
-23
| -1% | -$5.08K | 0.28% | 28 |
|
|
2024
Q2 | $320K | Buy |
1,849
+45
| +2% | +$7.78K | 0.25% | 31 |
|
|
2024
Q1 | $344K | Sell |
1,804
-18
| -1% | -$3.44K | 0.3% | 26 |
|
|
2023
Q4 | $298K | Buy |
+1,822
| New | +$298K | 0.29% | 26 |
|