FSB Premier Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
1,983
+399
| +25% | +$118K | 0.21% | 120 |
|
|
2025
Q1 | $394K | Sell |
1,584
-22
| -1% | -$5.47K | 0.15% | 141 |
|
|
2024
Q4 | $353K | Hold |
1,606
| – | – | 0.14% | 151 |
|
|
2024
Q3 | $355K | Buy |
1,606
+4
| +0.2% | +$884 | 0.15% | 148 |
|
|
2024
Q2 | $277K | Hold |
1,602
| – | – | 0.13% | 151 |
|
|
2024
Q1 | $306K | Sell |
1,602
-11
| -0.7% | -$2.1K | 0.14% | 138 |
|
|
2023
Q4 | $264K | Hold |
1,613
| – | – | 0.13% | 140 |
|
|
2023
Q3 | $226K | Buy |
1,613
+15
| +0.9% | +$2.11K | 0.13% | 141 |
|
|
2023
Q2 | $214K | Buy |
1,598
+7
| +0.4% | +$937 | 0.12% | 147 |
|
|
2023
Q1 | $209K | Sell |
1,591
-60
| -4% | -$7.87K | 0.12% | 138 |
|
|
2022
Q4 | $233K | Buy |
+1,651
| New | +$233K | 0.13% | 132 |
|
|
2022
Q3 | – | Sell |
-1,476
| Closed | -$208K | – | 137 |
|
|
2022
Q2 | $208K | Sell |
1,476
-7
| -0.5% | -$986 | 0.12% | 125 |
|
|
2022
Q1 | $201K | Buy |
1,483
+127
| +9% | +$17.2K | 0.1% | 132 |
|
|
2021
Q4 | $181K | Buy |
+1,356
| New | +$181K | 0.08% | 133 |
|
|
2021
Q3 | – | Sell |
-1,561
| Closed | -$218K | – | 109 |
|
|
2021
Q2 | $218K | Buy |
+1,561
| New | +$218K | 0.11% | 96 |
|