Fingerlakes Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
1,222
-51
| -4% | -$15K | 0.27% | 72 |
|
|
2025
Q1 | $317K | Buy |
1,273
+119
| +10% | +$29.6K | 0.27% | 71 |
|
|
2024
Q4 | $254K | Sell |
1,154
-137
| -11% | -$30.1K | 0.2% | 78 |
|
|
2024
Q3 | $285K | Buy |
1,291
+29
| +2% | +$6.41K | 0.24% | 77 |
|
|
2024
Q2 | $218K | Buy |
1,262
+8
| +0.6% | +$1.38K | 0.2% | 86 |
|
|
2024
Q1 | $239K | Buy |
+1,254
| New | +$239K | 0.23% | 83 |
|
|
2022
Q3 | – | Sell |
-1,454
| Closed | -$205K | – | 85 |
|
|
2022
Q2 | $205K | Buy |
+1,454
| New | +$205K | 0.28% | 87 |
|