Fortis Group 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 | $2.35M | Sell |
8,664
-35
| -0.4% | -$9.51K | 0.43% | 57 |
|
|
2025
Q1 | $2.16M | Sell |
8,699
-96
| -1% | -$23.9K | 0.42% | 68 |
|
|
2024
Q4 | $1.93M | Buy |
8,795
+30
| +0.3% | +$6.6K | 0.36% | 70 |
|
|
2024
Q3 | $1.94M | Buy |
8,765
+16
| +0.2% | +$3.54K | 0.36% | 63 |
|
|
2024
Q2 | $1.51M | Buy |
8,749
+20
| +0.2% | +$3.46K | 0.3% | 65 |
|
|
2024
Q1 | $1.67M | Sell |
8,729
-3,944
| -31% | -$753K | 0.31% | 70 |
|
|
2023
Q4 | $1.92M | Buy |
12,673
+4,024
| +47% | +$610K | 0.48% | 32 |
|
|
2023
Q3 | $1.17M | Buy |
8,649
+3,980
| +85% | +$539K | 0.36% | 37 |
|
|
2023
Q2 | $625K | Buy |
4,669
+44
| +1% | +$5.89K | 0.17% | 75 |
|
|
2023
Q1 | $585K | Buy |
+4,625
| New | +$585K | 0.18% | 63 |
|
|
2020
Q3 | $981K | Buy |
+8,443
| New | +$981K | 0.19% | 59 |
|