GFG
Goldstone Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
2,600
+194
| +8% | +$56.6K | 0.1% | 122 |
|
|
2025
Q1 | $598K | Sell |
2,406
-98
| -4% | -$24.4K | 0.09% | 121 |
|
|
2024
Q4 | $551K | Buy |
2,504
+82
| +3% | +$18K | 0.09% | 119 |
|
|
2024
Q3 | $535K | Buy |
2,422
+1,201
| +98% | +$265K | 0.09% | 114 |
|
|
2024
Q2 | $211K | Buy |
1,221
+149
| +14% | +$25.8K | 0.04% | 171 |
|
|
2024
Q1 | $205K | Buy |
+1,072
| New | +$205K | 0.05% | 161 |
|