Gen-Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
9,091
-862
| -9% | -$254K | 1.03% | 16 |
|
|
2025
Q1 | $2.47M | Sell |
9,953
-373
| -4% | -$92.7K | 1.03% | 14 |
|
|
2024
Q4 | $2.27M | Sell |
10,326
-215
| -2% | -$47.3K | 0.98% | 14 |
|
|
2024
Q3 | $2.16M | Sell |
10,541
-187
| -2% | -$38.3K | 0.94% | 17 |
|
|
2024
Q2 | $1.86M | Buy |
10,728
+515
| +5% | +$89.1K | 0.9% | 22 |
|
|
2024
Q1 | $1.95M | Buy |
+10,213
| New | +$1.95M | 0.97% | 18 |
|