Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.56M Sell
6,451
-3,404
-35% -$921K 0.02% 162
2025
Q4
$2.91M Sell
9,855
-734
-7% -$220K 0.04% 134
2025
Q3
$2.99M Buy
10,589
+4,584
+76% +$1.2M 0.04% 138
2025
Q2
$1.74M Buy
6,005
+930
+18% +$240K 0.03% 205
2025
Q1
$1.24M Sell
5,075
-1,561
-24% -$382K 0.02% 232
2024
Q4
$1.46M Sell
6,636
-6,641
-50% -$1.48M 0.03% 232
2024
Q3
$2.36M Sell
13,277
-5,392
-29% -$1.06M 0.06% 162
2024
Q2
$3.23M Buy
18,669
+7,839
+72% +$1.36M 0.04% 158
2024
Q1
$3.88M Sell
10,830
-15,039
-58% -$2.74M 0.07% 154
2023
Q4
$4.23M Buy
+25,869
New +$3.91M 0.11% 125

Other funds holding IBM