Flynn Zito Capital 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
$559K Buy
1,897
+213
+13% +$62.8K 0.24% 64
2025
Q1
$419K Buy
1,684
+6
+0.4% +$1.49K 0.19% 72
2024
Q4
$369K Sell
1,678
-80
-5% -$17.6K 0.17% 74
2024
Q3
$389K Sell
1,758
-40
-2% -$8.85K 0.19% 69
2024
Q2
$311K Buy
1,798
+10
+0.6% +$1.73K 0.16% 69
2024
Q1
$342K Buy
1,788
+8
+0.4% +$1.53K 0.18% 74
2023
Q4
$291K Buy
1,780
+10
+0.6% +$1.64K 0.2% 60
2023
Q3
$248K Buy
1,770
+11
+0.6% +$1.54K 0.17% 59
2023
Q2
$235K Buy
1,759
+12
+0.7% +$1.61K 0.16% 61
2023
Q1
$229K Buy
1,747
+13
+0.7% +$1.7K 0.17% 62
2022
Q4
$244K Buy
1,734
+10
+0.6% +$1.41K 0.2% 61
2022
Q3
$205K Buy
+1,724
New +$205K 0.2% 58
2022
Q2
Sell
-1,601
Closed -$208K 86
2022
Q1
$208K Buy
1,601
+12
+0.8% +$1.56K 0.18% 71
2021
Q4
$213K Buy
+1,589
New +$213K 0.18% 74