Foster 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 | $718K | Buy |
2,436
+49
| +2% | +$14.4K | 0.02% | 121 |
|
|
2025
Q1 | $593K | Buy |
2,387
+362
| +18% | +$90K | 0.02% | 119 |
|
|
2024
Q4 | $445K | Buy |
2,025
+48
| +2% | +$10.6K | 0.02% | 128 |
|
|
2024
Q3 | $437K | Buy |
1,977
+19
| +1% | +$4.2K | 0.02% | 132 |
|
|
2024
Q2 | $339K | Buy |
1,958
+95
| +5% | +$16.4K | 0.01% | 152 |
|
|
2024
Q1 | $356K | Buy |
1,863
+112
| +6% | +$21.4K | 0.02% | 147 |
|
|
2023
Q4 | $246K | Hold |
1,751
| – | – | 0.02% | 145 |
|
|
2023
Q3 | $246K | Buy |
+1,751
| New | +$246K | 0.02% | 145 |
|
|
2022
Q4 | – | Sell |
-1,806
| Closed | -$215K | – | 147 |
|
|
2022
Q3 | $215K | Sell |
1,806
-29
| -2% | -$3.45K | 0.02% | 125 |
|
|
2022
Q2 | $259K | Buy |
1,835
+211
| +13% | +$29.8K | 0.02% | 122 |
|
|
2022
Q1 | $211K | Buy |
1,624
+2
| +0.1% | +$260 | 0.02% | 135 |
|
|
2021
Q4 | $217K | Sell |
1,622
-114
| -7% | -$15.3K | 0.02% | 130 |
|
|
2021
Q3 | $231K | Sell |
1,736
-931
| -35% | -$124K | 0.02% | 130 |
|
|
2021
Q2 | $374K | Buy |
2,667
+24
| +0.9% | +$3.37K | 0.04% | 102 |
|
|
2021
Q1 | $337K | Buy |
2,643
+123
| +5% | +$15.7K | 0.05% | 99 |
|
|
2020
Q4 | $301K | Buy |
+2,520
| New | +$301K | 0.06% | 89 |
|