Harvest Portfolios 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 | $387K | Sell |
1,313
-808
| -38% | -$238K | 0.01% | 223 |
|
|
2025
Q1 | $527K | Sell |
2,121
-1,656
| -44% | -$412K | 0.02% | 204 |
|
|
2024
Q4 | $830K | Buy |
3,777
+1,100
| +41% | +$242K | 0.03% | 188 |
|
|
2024
Q3 | $592K | Sell |
2,677
-471
| -15% | -$104K | 0.02% | 205 |
|
|
2024
Q2 | $544K | Sell |
3,148
-419
| -12% | -$72.5K | 0.02% | 188 |
|
|
2024
Q1 | $681K | Buy |
3,567
+500
| +16% | +$95.5K | 0.03% | 160 |
|
|
2023
Q4 | $502K | Sell |
3,067
-751
| -20% | -$123K | 0.02% | 178 |
|
|
2023
Q3 | $536K | Sell |
3,818
-109
| -3% | -$15.3K | 0.03% | 160 |
|
|
2023
Q2 | $525K | Sell |
3,927
-7
| -0.2% | -$937 | 0.02% | 176 |
|
|
2023
Q1 | $516K | Buy |
3,934
+309
| +9% | +$40.5K | 0.03% | 180 |
|
|
2022
Q4 | $511K | Buy |
+3,625
| New | +$511K | 0.03% | 144 |
|