Forza Wealth 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 | $3.89M | Sell |
13,180
-7
| -0.1% | -$2.06K | 1.59% | 18 |
|
|
2025
Q1 | $3.28M | Buy |
13,187
+34
| +0.3% | +$8.45K | 1.47% | 19 |
|
|
2024
Q4 | $2.89M | Buy |
13,153
+47
| +0.4% | +$10.3K | 1.32% | 23 |
|
|
2024
Q3 | $2.9M | Buy |
13,106
+441
| +3% | +$97.5K | 1.33% | 22 |
|
|
2024
Q2 | $2.19M | Hold |
12,665
| – | – | 1.13% | 25 |
|
|
2024
Q1 | $2.42M | Sell |
12,665
-50
| -0.4% | -$9.55K | 1.26% | 20 |
|
|
2023
Q4 | $2.08M | Sell |
12,715
-195
| -2% | -$31.9K | 1.15% | 21 |
|
|
2023
Q3 | $1.81M | Hold |
12,910
| – | – | 0.93% | 28 |
|
|
2023
Q2 | $1.73M | Buy |
12,910
+180
| +1% | +$24.1K | 0.87% | 28 |
|
|
2023
Q1 | $1.67M | Buy |
12,730
+1,102
| +9% | +$144K | 0.86% | 28 |
|
|
2022
Q4 | $1.64M | Buy |
+11,628
| New | +$1.64M | 1.09% | 25 |
|