GLOBALT Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Hold |
1,235
| – | – | 0.01% | 188 |
|
2025
Q1 | $307K | Hold |
1,235
| – | – | 0.01% | 190 |
|
2024
Q4 | $271K | Hold |
1,235
| – | – | 0.01% | 193 |
|
2024
Q3 | $273K | Hold |
1,235
| – | – | 0.01% | 195 |
|
2024
Q2 | $214K | Hold |
1,235
| – | – | 0.01% | 203 |
|
2024
Q1 | $236K | Hold |
1,235
| – | – | 0.01% | 197 |
|
2023
Q4 | $202K | Buy |
+1,235
| New | +$202K | 0.01% | 206 |
|