FSC Wealth 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 | $473K | Hold |
1,604
| – | – | 0.3% | 44 |
|
|
2025
Q1 | $399K | Buy |
1,604
+144
| +10% | +$35.8K | 0.26% | 47 |
|
|
2024
Q4 | $321K | Sell |
1,460
-100
| -6% | -$22K | 0.21% | 59 |
|
|
2024
Q3 | $345K | Hold |
1,560
| – | – | 0.25% | 53 |
|
|
2024
Q2 | $270K | Hold |
1,560
| – | – | 0.2% | 51 |
|
|
2024
Q1 | $298K | Buy |
1,560
+698
| +81% | +$133K | 0.21% | 47 |
|
|
2023
Q4 | $141K | Hold |
862
| – | – | 0.1% | 60 |
|
|
2023
Q3 | $121K | Hold |
862
| – | – | 0.13% | 39 |
|
|
2023
Q2 | $115K | Hold |
862
| – | – | 0.1% | 41 |
|
|
2023
Q1 | $113K | Buy |
862
+506
| +142% | +$66.3K | 0.18% | 31 |
|
|
2022
Q4 | $50.2K | Hold |
356
| – | – | 0.09% | 50 |
|
|
2022
Q3 | $42K | Hold |
356
| – | – | 0.4% | 50 |
|
|
2022
Q2 | $50K | Hold |
356
| – | – | 0.44% | 50 |
|
|
2022
Q1 | $46K | Buy |
356
+27
| +8% | +$3.49K | 0.04% | 70 |
|
|
2021
Q4 | $44K | Buy |
+329
| New | +$44K | 0.03% | 79 |
|