Fortune Financial 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 | $442K | Hold |
1,500
| – | – | 0.36% | 66 |
|
|
2025
Q1 | $373K | Hold |
1,500
| – | – | 0.32% | 69 |
|
|
2024
Q4 | $330K | Hold |
1,500
| – | – | 0.3% | 71 |
|
|
2024
Q3 | $332K | Sell |
1,500
-54
| -3% | -$11.9K | 0.3% | 71 |
|
|
2024
Q2 | $269K | Sell |
1,554
-162
| -9% | -$28K | 0.16% | 114 |
|
|
2024
Q1 | $328K | Hold |
1,716
| – | – | 0.21% | 106 |
|
|
2023
Q4 | $281K | Hold |
1,716
| – | – | 0.2% | 104 |
|
|
2023
Q3 | $241K | Hold |
1,716
| – | – | 0.18% | 105 |
|
|
2023
Q2 | $230K | Buy |
+1,716
| New | +$230K | 0.17% | 112 |
|