FORA Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
1,246
-832
| -40% | -$245K | 0.04% | 372 |
|
|
2025
Q1 | $517K | Buy |
+2,078
| New | +$517K | 0.05% | 323 |
|
|
2024
Q3 | – | Sell |
-33,082
| Closed | -$5.72M | – | 503 |
|
|
2024
Q2 | $5.72M | Buy |
+33,082
| New | +$5.72M | 0.7% | 33 |
|
|
2023
Q2 | – | Sell |
-94,407
| Closed | -$12.4M | – | 473 |
|
|
2023
Q1 | $12.4M | Buy |
94,407
+52,809
| +127% | +$6.92M | 1.24% | 7 |
|
|
2022
Q4 | $5.86M | Buy |
+41,598
| New | +$5.86M | 0.95% | 18 |
|
|
2022
Q2 | – | Sell |
-21,506
| Closed | -$2.84M | – | 545 |
|
|
2022
Q1 | $2.84M | Buy |
+21,506
| New | +$2.84M | 0.51% | 50 |
|
|
2021
Q4 | – | Sell |
-3,678
| Closed | -$488K | – | 380 |
|
|
2021
Q3 | $488K | Sell |
3,678
-19,243
| -84% | -$2.55M | 0.12% | 204 |
|
|
2021
Q2 | $3.21M | Buy |
22,921
+11,343
| +98% | +$1.59M | 0.6% | 35 |
|
|
2021
Q1 | $1.48M | Buy |
11,578
+5,804
| +101% | +$739K | 0.48% | 47 |
|
|
2020
Q4 | $695K | Buy |
+5,774
| New | +$695K | 0.11% | 214 |
|
|
2020
Q3 | – | Sell |
-10,102
| Closed | -$1.17M | – | 795 |
|
|
2020
Q2 | $1.17M | Sell |
10,102
-6,268
| -38% | -$723K | 0.4% | 51 |
|
|
2020
Q1 | $1.74M | Sell |
16,370
-306
| -2% | -$32.5K | 0.37% | 55 |
|
|
2019
Q4 | $2.14M | Buy |
+16,676
| New | +$2.14M | 0.22% | 122 |
|