Fountainhead AM’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
2,018
+323
| +19% | +$95.2K | 0.09% | 93 |
|
|
2025
Q1 | $422K | Buy |
1,695
+231
| +16% | +$57.5K | 0.07% | 106 |
|
|
2024
Q4 | $322K | Buy |
1,464
+438
| +43% | +$96.3K | 0.06% | 115 |
|
|
2024
Q3 | $227K | Sell |
1,026
-234
| -19% | -$51.7K | 0.05% | 127 |
|
|
2024
Q2 | $218K | Buy |
1,260
+46
| +4% | +$7.96K | 0.05% | 125 |
|
|
2024
Q1 | $232K | Sell |
1,214
-250
| -17% | -$47.7K | 0.06% | 119 |
|
|
2023
Q4 | $240K | Buy |
1,464
+37
| +3% | +$6.05K | 0.07% | 101 |
|
|
2023
Q3 | $200K | Buy |
+1,427
| New | +$200K | 0.07% | 88 |
|