Golden State Equity 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 | $3.48M | Buy |
11,816
+193
| +2% | +$56.9K | 0.64% | 27 |
|
|
2025
Q1 | $2.89M | Sell |
11,623
-236
| -2% | -$58.7K | 0.57% | 40 |
|
|
2024
Q4 | $2.61M | Buy |
11,859
+9,238
| +352% | +$2.03M | 0.5% | 42 |
|
|
2024
Q3 | $592K | Sell |
2,621
-9,108
| -78% | -$2.06M | 0.31% | 60 |
|
|
2024
Q2 | $2.03M | Buy |
+11,729
| New | +$2.03M | 0.42% | 48 |
|
|
2023
Q4 | $2.3M | Sell |
14,056
-450
| -3% | -$73.6K | 0.56% | 39 |
|
|
2023
Q3 | $2.04M | Buy |
14,506
+5,861
| +68% | +$822K | 0.57% | 42 |
|
|
2023
Q2 | $1.16M | Buy |
8,645
+4,353
| +101% | +$583K | 0.33% | 74 |
|
|
2023
Q1 | $563K | Buy |
+4,292
| New | +$563K | 0.3% | 86 |
|
|
2022
Q1 | $738K | Buy |
+5,675
| New | +$738K | 0.37% | 78 |
|
|
2021
Q4 | – | Sell |
-3,830
| Closed | -$509K | – | 211 |
|
|
2021
Q3 | $509K | Sell |
3,830
-120
| -3% | -$15.9K | 0.21% | 115 |
|
|
2021
Q2 | $554K | Buy |
3,950
+972
| +33% | +$136K | 0.21% | 114 |
|
|
2021
Q1 | $379K | Buy |
+2,978
| New | +$379K | 0.22% | 104 |
|