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 |
|