Focus Financial Network’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
7,427
+564
| +8% | +$166K | 0.09% | 178 |
|
|
2025
Q1 | $1.71M | Buy |
6,863
+41
| +0.6% | +$10.2K | 0.07% | 207 |
|
|
2024
Q4 | $1.5M | Buy |
6,822
+265
| +4% | +$58.3K | 0.06% | 219 |
|
|
2024
Q3 | $1.45M | Buy |
6,557
+206
| +3% | +$45.5K | 0.06% | 220 |
|
|
2024
Q2 | $1.19M | Buy |
6,351
+236
| +4% | +$44.2K | 0.05% | 246 |
|
|
2024
Q1 | $1.11M | Sell |
6,115
-17,591
| -74% | -$3.19M | 0.05% | 239 |
|
|
2023
Q4 | $3.88M | Buy |
23,706
+18,885
| +392% | +$3.09M | 0.15% | 132 |
|
|
2023
Q3 | $676K | Sell |
4,821
-689
| -13% | -$96.7K | 0.04% | 295 |
|
|
2023
Q2 | $737K | Buy |
5,510
+18
| +0.3% | +$2.41K | 0.04% | 284 |
|
|
2023
Q1 | $720K | Buy |
5,492
+121
| +2% | +$15.9K | 0.04% | 283 |
|
|
2022
Q4 | $757K | Sell |
5,371
-170
| -3% | -$24K | 0.06% | 226 |
|
|
2022
Q3 | $658K | Buy |
5,541
+45
| +0.8% | +$5.35K | 0.06% | 240 |
|
|
2022
Q2 | $776K | Buy |
5,496
+16
| +0.3% | +$2.26K | 0.06% | 234 |
|
|
2022
Q1 | $713K | Sell |
5,480
-11,692
| -68% | -$1.52M | 0.05% | 249 |
|
|
2021
Q4 | $2.3M | Buy |
17,172
+2,058
| +14% | +$275K | 0.34% | 71 |
|
|
2021
Q3 | $2.01M | Buy |
15,114
+435
| +3% | +$57.8K | 0.27% | 94 |
|
|
2021
Q2 | $2.06M | Buy |
14,679
+1,073
| +8% | +$150K | 0.27% | 94 |
|
|
2021
Q1 | $1.73M | Buy |
13,606
+7,417
| +120% | +$945K | 0.2% | 113 |
|
|
2020
Q4 | $745K | Buy |
6,189
+604
| +11% | +$72.7K | 0.07% | 219 |
|
|
2020
Q3 | $650K | Sell |
5,585
-14
| -0.3% | -$1.63K | 0.06% | 232 |
|
|
2020
Q2 | $646K | Buy |
5,599
+206
| +4% | +$23.8K | 0.07% | 213 |
|
|
2020
Q1 | $572K | Sell |
5,393
-281
| -5% | -$29.8K | 0.08% | 200 |
|
|
2019
Q4 | $727K | Buy |
5,674
+831
| +17% | +$106K | 0.09% | 193 |
|
|
2019
Q3 | $673K | Sell |
4,843
-257
| -5% | -$35.7K | 0.09% | 183 |
|
|
2019
Q2 | $672K | Sell |
5,100
-86
| -2% | -$11.3K | 0.1% | 173 |
|
|
2019
Q1 | $700K | Buy |
+5,186
| New | +$700K | 0.11% | 166 |
|