Frisch Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
8,336
+6,948
| +501% | +$2.05M | 0.6% | 31 |
|
|
2025
Q1 | $345K | Sell |
1,388
-26
| -2% | -$6.46K | 0.1% | 90 |
|
|
2024
Q4 | $311K | Sell |
1,414
-42
| -3% | -$9.24K | 0.09% | 96 |
|
|
2024
Q3 | $322K | Sell |
1,456
-74
| -5% | -$16.4K | 0.1% | 93 |
|
|
2024
Q2 | $265K | Sell |
1,530
-356
| -19% | -$61.7K | 0.08% | 107 |
|
|
2024
Q1 | $360K | Buy |
1,886
+517
| +38% | +$98.7K | 0.12% | 83 |
|
|
2023
Q4 | $224K | Sell |
1,369
-188
| -12% | -$30.8K | 0.08% | 113 |
|
|
2023
Q3 | $219K | Sell |
1,557
-103
| -6% | -$14.5K | 0.09% | 107 |
|
|
2023
Q2 | $222K | Buy |
+1,660
| New | +$222K | 0.11% | 102 |
|
|
2021
Q2 | – | Sell |
-2,276
| Closed | -$290K | – | 157 |
|
|
2021
Q1 | $290K | Buy |
2,276
+107
| +5% | +$13.6K | 0.1% | 110 |
|
|
2020
Q4 | $261K | Sell |
2,169
-2,143
| -50% | -$258K | 0.1% | 104 |
|
|
2020
Q3 | $502K | Buy |
4,312
+2,176
| +102% | +$253K | 0.22% | 56 |
|
|
2020
Q2 | $247K | Sell |
2,136
-103
| -5% | -$11.9K | 0.12% | 81 |
|
|
2020
Q1 | $238K | Sell |
2,239
-272
| -11% | -$28.9K | 0.14% | 86 |
|
|
2019
Q4 | $322K | Buy |
2,511
+220
| +10% | +$28.2K | 0.15% | 81 |
|
|
2019
Q3 | $318K | Buy |
+2,291
| New | +$318K | 0.19% | 68 |
|
|
2019
Q2 | – | Sell |
-2,160
| Closed | -$291K | – | 104 |
|
|
2019
Q1 | $291K | Buy |
+2,160
| New | +$291K | 0.18% | 75 |
|