Gray Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $466K | Buy |
2,119
+313
| +17% | +$68.8K | 0.18% | 74 |
|
|
2024
Q3 | $399K | Buy |
1,806
+9
| +0.5% | +$1.99K | 0.16% | 82 |
|
|
2024
Q2 | $311K | Buy |
1,797
+13
| +0.7% | +$2.25K | 0.13% | 90 |
|
|
2024
Q1 | $341K | Buy |
1,784
+267
| +18% | +$51K | 0.15% | 86 |
|
|
2023
Q4 | $248K | Sell |
1,517
-51
| -3% | -$8.34K | 0.12% | 103 |
|
|
2023
Q3 | $220K | Buy |
1,568
+11
| +0.7% | +$1.54K | 0.11% | 112 |
|
|
2023
Q2 | $208K | Buy |
+1,557
| New | +$208K | 0.1% | 123 |
|
|
2023
Q1 | – | Sell |
-1,544
| Closed | -$217K | – | 126 |
|
|
2022
Q4 | $217K | Buy |
+1,544
| New | +$217K | 0.13% | 107 |
|