Frazier Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
683
| – | – | 0.14% | 55 |
|
|
2025
Q1 | $170K | Sell |
683
-50
| -7% | -$12.4K | 0.13% | 60 |
|
|
2024
Q4 | $161K | Hold |
733
| – | – | 0.13% | 62 |
|
|
2024
Q3 | $162K | Buy |
733
+13
| +2% | +$2.88K | 0.13% | 67 |
|
|
2024
Q2 | $125K | Buy |
720
+8
| +1% | +$1.38K | 0.1% | 85 |
|
|
2024
Q1 | $136K | Buy |
712
+13
| +2% | +$2.48K | 0.11% | 78 |
|
|
2023
Q4 | $114K | Buy |
+699
| New | +$114K | 0.1% | 75 |
|