Francis Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,471
+183
| +6% | +$53.9K | 0.24% | 41 |
|
|
2025
Q1 | $818K | Sell |
3,288
-40
| -1% | -$9.95K | 0.2% | 38 |
|
|
2024
Q4 | $626K | Buy |
3,328
+674
| +25% | +$127K | 0.16% | 45 |
|
|
2024
Q3 | $587K | Buy |
2,654
+106
| +4% | +$23.4K | 0.15% | 48 |
|
|
2024
Q2 | $441K | Buy |
2,548
+90
| +4% | +$15.6K | 0.13% | 53 |
|
|
2024
Q1 | $469K | Sell |
2,458
-184
| -7% | -$35.1K | 0.15% | 41 |
|
|
2023
Q4 | $432K | Buy |
2,642
+201
| +8% | +$32.9K | 0.19% | 38 |
|
|
2023
Q3 | $342K | Buy |
+2,441
| New | +$342K | 0.18% | 37 |
|