Foresight Capital Management Advisors’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.01M Sell
27,189
-499
-2% -$147K 4.66% 3
2025
Q1
$6.88M Sell
27,688
-389
-1% -$96.7K 4.27% 3
2024
Q4
$6.17M Buy
28,077
+156
+0.6% +$34.3K 3.61% 5
2024
Q3
$6.17M Buy
27,921
+1,940
+7% +$429K 3.66% 4
2024
Q2
$4.49M Buy
25,981
+12,152
+88% +$2.1M 3.04% 8
2024
Q1
$2.64M Buy
13,829
+669
+5% +$128K 2.01% 18
2023
Q4
$2.15M Buy
+13,160
New +$2.15M 2.2% 21