Founders Financial Securities’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
8,042
-3,422
| -30% | -$1.01M | 0.18% | 115 |
|
|
2025
Q1 | $2.71M | Buy |
11,464
+153
| +1% | +$36.1K | 0.23% | 93 |
|
|
2024
Q4 | $2.49M | Buy |
11,311
+334
| +3% | +$73.4K | 0.22% | 85 |
|
|
2024
Q3 | $2.43M | Sell |
10,977
-774
| -7% | -$171K | 0.22% | 87 |
|
|
2024
Q2 | $2.03M | Buy |
11,751
+1,091
| +10% | +$189K | 0.19% | 103 |
|
|
2024
Q1 | $2.04M | Sell |
10,660
-841
| -7% | -$161K | 0.21% | 96 |
|
|
2023
Q4 | $1.88M | Buy |
11,501
+189
| +2% | +$30.9K | 0.21% | 92 |
|
|
2023
Q3 | $1.59M | Sell |
11,312
-33
| -0.3% | -$4.63K | 0.21% | 92 |
|
|
2023
Q2 | $1.52M | Sell |
11,345
-859
| -7% | -$115K | 0.2% | 96 |
|
|
2023
Q1 | $1.6M | Buy |
12,204
+1,412
| +13% | +$185K | 0.23% | 86 |
|
|
2022
Q4 | $1.52M | Buy |
10,792
+495
| +5% | +$69.7K | 0.24% | 89 |
|
|
2022
Q3 | $1.22M | Buy |
10,297
+767
| +8% | +$91.1K | 0.22% | 96 |
|
|
2022
Q2 | $1.35M | Sell |
9,530
-223
| -2% | -$31.5K | 0.26% | 77 |
|
|
2022
Q1 | $1.27M | Buy |
9,753
+867
| +10% | +$113K | 0.22% | 93 |
|
|
2021
Q4 | $1.19M | Sell |
8,886
-348
| -4% | -$46.5K | 0.21% | 93 |
|
|
2021
Q3 | $1.23M | Sell |
9,234
-435
| -4% | -$57.8K | 0.25% | 86 |
|
|
2021
Q2 | $1.36M | Buy |
9,669
+1,841
| +24% | +$258K | 0.27% | 80 |
|
|
2021
Q1 | $997K | Sell |
7,828
-183
| -2% | -$23.3K | 0.23% | 90 |
|
|
2020
Q4 | $964K | Buy |
8,011
+378
| +5% | +$45.5K | 0.23% | 79 |
|
|
2020
Q3 | $888K | Sell |
7,633
-485
| -6% | -$56.4K | 0.28% | 63 |
|
|
2020
Q2 | $939K | Buy |
8,118
+857
| +12% | +$99.1K | 0.3% | 61 |
|
|
2020
Q1 | $770K | Sell |
7,261
-54
| -0.7% | -$5.73K | 0.29% | 49 |
|
|
2019
Q4 | $937K | Buy |
7,315
+193
| +3% | +$24.7K | 0.32% | 55 |
|
|
2019
Q3 | $990K | Buy |
7,122
+563
| +9% | +$78.3K | 0.32% | 64 |
|
|
2019
Q2 | $865K | Sell |
6,559
-605
| -8% | -$79.8K | 0.28% | 57 |
|
|
2019
Q1 | $966K | Sell |
7,164
-53
| -0.7% | -$7.15K | 0.31% | 52 |
|
|
2018
Q4 | $784K | Sell |
7,217
-86
| -1% | -$9.34K | 0.28% | 59 |
|
|
2018
Q3 | $1.06M | Buy |
7,303
+236
| +3% | +$34.1K | 0.29% | 48 |
|
|
2018
Q2 | $944K | Sell |
7,067
-64
| -0.9% | -$8.55K | 0.29% | 54 |
|
|
2018
Q1 | $1.05M | Buy |
7,131
+151
| +2% | +$22.1K | 0.34% | 45 |
|
|
2017
Q4 | $1.02M | Buy |
6,980
+211
| +3% | +$31K | 0.34% | 45 |
|
|
2017
Q3 | $939K | Buy |
6,769
+326
| +5% | +$45.2K | 0.33% | 44 |
|
|
2017
Q2 | $948K | Buy |
+6,443
| New | +$948K | 0.36% | 43 |
|
|
2016
Q3 | – | Sell |
-26,326
| Closed | -$3.82M | – | 85 |
|
|
2016
Q2 | $3.82M | Sell |
26,326
-230
| -0.9% | -$33.4K | 1.75% | 17 |
|
|
2016
Q1 | $3.85M | Buy |
+26,556
| New | +$3.85M | 1.81% | 15 |
|