First Business Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
2,113
+1,083
| +105% | +$319K | 0.06% | 112 |
|
|
2025
Q1 | $256K | Hold |
1,030
| – | – | 0.03% | 148 |
|
|
2024
Q4 | $226K | Buy |
+1,030
| New | +$226K | 0.02% | 154 |
|
|
2024
Q2 | – | Sell |
-1,787
| Closed | -$341K | – | 164 |
|
|
2024
Q1 | $341K | Sell |
1,787
-56
| -3% | -$10.7K | 0.04% | 129 |
|
|
2023
Q4 | $301K | Sell |
1,843
-127
| -6% | -$20.8K | 0.04% | 131 |
|
|
2023
Q3 | $276K | Sell |
1,970
-48
| -2% | -$6.73K | 0.04% | 140 |
|
|
2023
Q2 | $270K | Sell |
2,018
-173
| -8% | -$23.1K | 0.03% | 142 |
|
|
2023
Q1 | $287K | Buy |
2,191
+12
| +0.6% | +$1.57K | 0.04% | 137 |
|
|
2022
Q4 | $307K | Buy |
2,179
+334
| +18% | +$47.1K | 0.04% | 132 |
|
|
2022
Q3 | $219K | Buy |
1,845
+117
| +7% | +$13.9K | 0.03% | 150 |
|
|
2022
Q2 | $244K | Buy |
+1,728
| New | +$244K | 0.03% | 139 |
|