GA
Goldstein Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
1,341
-4
| -0.3% | -$1.18K | 0.05% | 108 |
|
|
2025
Q1 | $334K | Sell |
1,345
-587
| -30% | -$146K | 0.05% | 126 |
|
|
2024
Q4 | $425K | Buy |
1,932
+715
| +59% | +$157K | 0.06% | 104 |
|
|
2024
Q3 | $269K | Buy |
1,217
+47
| +4% | +$10.4K | 0.04% | 142 |
|
|
2024
Q2 | $202K | Sell |
1,170
-8
| -0.7% | -$1.38K | 0.03% | 156 |
|
|
2024
Q1 | $225K | Buy |
+1,178
| New | +$225K | 0.04% | 144 |
|