Financial Synergies Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-198
| Closed | -$37.9K | – | 240 |
|
|
2024
Q1 | $37.9K | Buy |
198
+123
| +164% | +$23.5K | 0.01% | 148 |
|
|
2023
Q4 | $10.6K | Sell |
75
-121
| -62% | -$17.1K | ﹤0.01% | 183 |
|
|
2023
Q3 | $27.5K | Buy |
196
+2
| +1% | +$280 | ﹤0.01% | 152 |
|
|
2023
Q2 | $26K | Sell |
194
-23
| -11% | -$3.08K | ﹤0.01% | 146 |
|
|
2023
Q1 | $28.4K | Buy |
217
+142
| +189% | +$18.6K | ﹤0.01% | 145 |
|
|
2022
Q4 | $10.6K | Buy |
75
+65
| +650% | +$9.17K | ﹤0.01% | 183 |
|
|
2022
Q3 | $1.19K | Sell |
10
-2
| -17% | -$238 | ﹤0.01% | 278 |
|
|
2022
Q2 | $1.7K | Buy |
+12
| New | +$1.7K | ﹤0.01% | 256 |
|