FAM
Flaharty Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
380
| – | – | 0.02% | 110 |
|
|
2025
Q1 | $94.4K | Buy |
+380
| New | +$94.4K | 0.01% | 162 |
|
|
2024
Q4 | – | Sell |
-503
| Closed | -$111K | – | 250 |
|
|
2024
Q3 | $111K | Buy |
+503
| New | +$111K | 0.02% | 155 |
|
|
2023
Q4 | – | Sell |
-1,440
| Closed | -$202K | – | 253 |
|
|
2023
Q3 | $202K | Buy |
+1,440
| New | +$202K | 0.03% | 111 |
|
|
2023
Q2 | – | Sell |
-2,082
| Closed | -$273K | – | 112 |
|
|
2023
Q1 | $273K | Hold |
2,082
| – | – | 0.05% | 92 |
|
|
2022
Q4 | $293K | Buy |
+2,082
| New | +$293K | 0.05% | 85 |
|