Heritage Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
4,837
-62
| -1% | -$18.3K | 0.14% | 36 |
|
|
2025
Q1 | $1.22M | Buy |
4,899
+100
| +2% | +$24.9K | 0.12% | 40 |
|
|
2024
Q4 | $1.05M | Buy |
4,799
+111
| +2% | +$24.4K | 0.14% | 41 |
|
|
2024
Q3 | $1.04M | Buy |
4,688
+468
| +11% | +$103K | 0.14% | 38 |
|
|
2024
Q2 | $730K | Sell |
4,220
-830
| -16% | -$144K | 0.1% | 47 |
|
|
2024
Q1 | $964K | Buy |
5,050
+108
| +2% | +$20.6K | 0.14% | 39 |
|
|
2023
Q4 | $808K | Sell |
4,942
-56
| -1% | -$9.16K | 0.14% | 44 |
|
|
2023
Q3 | $701K | Sell |
4,998
-130
| -3% | -$18.2K | 0.14% | 35 |
|
|
2023
Q2 | $686K | Buy |
5,128
+63
| +1% | +$8.43K | 0.14% | 36 |
|
|
2023
Q1 | $664K | Buy |
5,065
+73
| +1% | +$9.57K | 0.14% | 36 |
|
|
2022
Q4 | $703K | Sell |
4,992
-22
| -0.4% | -$3.1K | 0.18% | 33 |
|
|
2022
Q3 | $595K | Sell |
5,014
-419
| -8% | -$49.7K | 0.36% | 32 |
|
|
2022
Q2 | $767K | Sell |
5,433
-1
| -0% | -$141 | 0.43% | 25 |
|
|
2022
Q1 | $706K | Buy |
5,434
+298
| +6% | +$38.7K | 0.46% | 31 |
|
|
2021
Q4 | $686K | Buy |
+5,136
| New | +$686K | 0.54% | 30 |
|