Forum Financial Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
9,810
+1,579
| +19% | +$465K | 0.04% | 91 |
|
|
2025
Q1 | $2.05M | Sell |
8,231
-39
| -0.5% | -$9.7K | 0.03% | 113 |
|
|
2024
Q4 | $1.82M | Buy |
8,270
+1,506
| +22% | +$331K | 0.03% | 131 |
|
|
2024
Q3 | $1.5M | Sell |
6,764
-535
| -7% | -$118K | 0.02% | 139 |
|
|
2024
Q2 | $1.26M | Sell |
7,299
-721
| -9% | -$125K | 0.02% | 147 |
|
|
2024
Q1 | $1.53M | Sell |
8,020
-207
| -3% | -$39.5K | 0.03% | 148 |
|
|
2023
Q4 | $1.35M | Sell |
8,227
-387
| -4% | -$63.3K | 0.03% | 129 |
|
|
2023
Q3 | $1.21M | Sell |
8,614
-590
| -6% | -$82.8K | 0.03% | 138 |
|
|
2023
Q2 | $1.23M | Buy |
9,204
+1,435
| +18% | +$192K | 0.03% | 135 |
|
|
2023
Q1 | $1.02M | Sell |
7,769
-102
| -1% | -$13.4K | 0.03% | 139 |
|
|
2022
Q4 | $1.11M | Hold |
7,871
| – | – | 0.04% | 122 |
|
|
2022
Q3 | $935K | Buy |
7,871
+1
| +0% | +$119 | 0.05% | 120 |
|
|
2022
Q2 | $1.11M | Buy |
7,870
+166
| +2% | +$23.4K | 0.06% | 113 |
|
|
2022
Q1 | $1M | Buy |
7,704
+4
| +0.1% | +$520 | 0.05% | 125 |
|
|
2021
Q4 | $1.03M | Buy |
+7,700
| New | +$1.03M | 0.05% | 125 |
|