FourThought Financial Partners’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Sell
2,662
-89
-3% -$26.2K 0.08% 151
2025
Q1
$684K Sell
2,751
-24
-0.9% -$5.97K 0.07% 155
2024
Q4
$610K Buy
+2,775
New +$610K 0.06% 169
2024
Q2
Sell
-3,370
Closed -$644K 246
2024
Q1
$644K Sell
3,370
-127
-4% -$24.3K 0.07% 170
2023
Q4
$572K Sell
3,497
-166
-5% -$27.1K 0.07% 180
2023
Q3
$514K Buy
3,663
+191
+6% +$26.8K 0.07% 180
2023
Q2
$465K Sell
3,472
-387
-10% -$51.8K 0.06% 197
2023
Q1
$506K Sell
3,859
-481
-11% -$63.1K 0.07% 180
2022
Q4
$611K Buy
+4,340
New +$611K 0.09% 168