Fortitude Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
4,123
+528
| +15% | +$156K | 0.69% | 26 |
|
|
2025
Q1 | $858K | Sell |
3,595
-6
| -0.2% | -$1.43K | 0.62% | 30 |
|
|
2024
Q4 | $792K | Buy |
3,601
+8
| +0.2% | +$1.76K | 0.48% | 41 |
|
|
2024
Q3 | $794K | Hold |
3,593
| – | – | 0.5% | 36 |
|
|
2024
Q2 | $621K | Sell |
3,593
-915
| -20% | -$158K | 0.37% | 50 |
|
|
2024
Q1 | $861K | Buy |
4,508
+100
| +2% | +$19.1K | 0.49% | 39 |
|
|
2023
Q4 | $721K | Buy |
4,408
+7
| +0.2% | +$1.15K | 0.44% | 42 |
|
|
2023
Q3 | $617K | Buy |
4,401
+442
| +11% | +$62K | 0.42% | 51 |
|
|
2023
Q2 | $530K | Buy |
3,959
+227
| +6% | +$30.4K | 0.39% | 56 |
|
|
2023
Q1 | $489K | Buy |
3,732
+22
| +0.6% | +$2.88K | 0.38% | 64 |
|
|
2022
Q4 | $523K | Hold |
3,710
| – | – | 0.44% | 59 |
|
|
2022
Q3 | $441K | Sell |
3,710
-1
| -0% | -$119 | 0.42% | 59 |
|
|
2022
Q2 | $524K | Sell |
3,711
-122
| -3% | -$17.2K | 0.48% | 52 |
|
|
2022
Q1 | $498K | Buy |
3,833
+270
| +8% | +$35.1K | 0.27% | 66 |
|
|
2021
Q4 | $476K | Buy |
+3,563
| New | +$476K | 0.24% | 68 |
|