Herold Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
20,935
+156
| +0.8% | +$46K | 1.29% | 16 |
|
|
2025
Q1 | $5.17M | Buy |
20,779
+203
| +1% | +$50.5K | 1.13% | 19 |
|
|
2024
Q4 | $4.52M | Sell |
20,576
-134
| -0.6% | -$29.5K | 0.99% | 23 |
|
|
2024
Q3 | $4.58M | Buy |
20,710
+48
| +0.2% | +$10.6K | 0.99% | 21 |
|
|
2024
Q2 | $3.57M | Buy |
20,662
+63
| +0.3% | +$10.9K | 0.83% | 28 |
|
|
2024
Q1 | $3.93M | Sell |
20,599
-890
| -4% | -$170K | 0.95% | 21 |
|
|
2023
Q4 | $3.51M | Sell |
21,489
-391
| -2% | -$64K | 0.97% | 23 |
|
|
2023
Q3 | $3.07M | Buy |
21,880
+688
| +3% | +$96.5K | 0.93% | 24 |
|
|
2023
Q2 | $2.84M | Buy |
21,192
+527
| +3% | +$70.5K | 0.87% | 26 |
|
|
2023
Q1 | $2.71M | Buy |
20,665
+385
| +2% | +$50.5K | 0.94% | 23 |
|
|
2022
Q4 | $2.86M | Buy |
20,280
+557
| +3% | +$78.5K | 1.21% | 18 |
|
|
2022
Q3 | $2.34M | Buy |
19,723
+945
| +5% | +$112K | 1.13% | 21 |
|
|
2022
Q2 | $2.65M | Buy |
18,778
+467
| +3% | +$65.9K | 1.18% | 19 |
|
|
2022
Q1 | $2.38M | Buy |
18,311
+848
| +5% | +$110K | 0.85% | 28 |
|
|
2021
Q4 | $2.33M | Sell |
17,463
-792
| -4% | -$106K | 0.91% | 26 |
|
|
2021
Q3 | $2.42M | Buy |
+18,255
| New | +$2.42M | 0.94% | 19 |
|