GoalVest Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
343
+90
| +36% | +$26.5K | 0.03% | 166 |
|
|
2025
Q1 | $62.9K | Buy |
253
+5
| +2% | +$1.24K | 0.02% | 173 |
|
|
2024
Q4 | $54.5K | Hold |
248
| – | – | 0.02% | 180 |
|
|
2024
Q3 | $54.8K | Sell |
248
-20
| -7% | -$4.42K | 0.02% | 182 |
|
|
2024
Q2 | $46.4K | Sell |
268
-90
| -25% | -$15.6K | 0.01% | 179 |
|
|
2024
Q1 | $68.4K | Buy |
358
+258
| +258% | +$49.3K | 0.02% | 174 |
|
|
2023
Q4 | $16.4K | Sell |
100
-140
| -58% | -$22.9K | 0.01% | 227 |
|
|
2023
Q3 | $33.7K | Sell |
240
-360
| -60% | -$50.5K | 0.02% | 172 |
|
|
2023
Q2 | $80.3K | Buy |
+600
| New | +$80.3K | 0.04% | 114 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$6K | – | 285 |
|
|
2022
Q2 | $6K | Buy |
40
+36
| +900% | +$5.4K | ﹤0.01% | 264 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 334 |
|