Focus Partners Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8M | Buy |
199,582
+37,115
| +23% | +$10.9M | 0.13% | 166 |
|
|
2025
Q1 | $40.4M | Buy |
162,467
+2,044
| +1% | +$508K | 0.1% | 197 |
|
|
2024
Q4 | $35.3M | Sell |
160,423
-148,605
| -48% | -$32.7M | 0.09% | 214 |
|
|
2024
Q3 | $48.4M | Buy |
309,028
+100,588
| +48% | +$15.8M | 0.15% | 143 |
|
|
2024
Q2 | $36.1M | Buy |
208,440
+114,059
| +121% | +$19.7M | 0.12% | 167 |
|
|
2024
Q1 | $18M | Buy |
94,381
+33,654
| +55% | +$6.43M | 0.15% | 156 |
|
|
2023
Q4 | $9.93M | Buy |
+60,727
| New | +$9.93M | 0.13% | 153 |
|