Greystone Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
37,512
-175
| -0.5% | -$51.6K | 1.82% | 23 |
|
|
2025
Q1 | $9.37M | Sell |
37,687
-7,540
| -17% | -$1.87M | 1.7% | 27 |
|
|
2024
Q4 | $9.94M | Buy |
45,227
+1,940
| +4% | +$426K | 1.73% | 23 |
|
|
2024
Q3 | $9.57M | Sell |
43,287
-8,023
| -16% | -$1.77M | 1.71% | 22 |
|
|
2024
Q2 | $8.87M | Buy |
51,310
+6,582
| +15% | +$1.14M | 1.74% | 25 |
|
|
2024
Q1 | $8.54M | Sell |
44,728
-7,299
| -14% | -$1.39M | 1.7% | 26 |
|
|
2023
Q4 | $8.51M | Sell |
52,027
-1,810
| -3% | -$296K | 1.97% | 17 |
|
|
2023
Q3 | $7.55M | Sell |
53,837
-4,400
| -8% | -$617K | 1.88% | 20 |
|
|
2023
Q2 | $7.79M | Buy |
+58,237
| New | +$7.79M | 1.81% | 20 |
|