Highline Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.7K | Buy |
111
+51
| +85% | +$15K | 0.01% | 166 |
|
2025
Q1 | $14.9K | Buy |
60
+29
| +94% | +$7.21K | 0.01% | 240 |
|
2024
Q4 | $6.82K | Buy |
31
+5
| +19% | +$1.1K | ﹤0.01% | 292 |
|
2024
Q3 | $5.75K | Buy |
26
+22
| +550% | +$4.86K | ﹤0.01% | 321 |
|
2024
Q2 | $692 | Buy |
+4
| New | +$692 | ﹤0.01% | 472 |
|
2023
Q4 | – | Sell |
-60
| Closed | -$8.42K | – | 422 |
|
2023
Q3 | $8.42K | Buy |
+60
| New | +$8.42K | 0.01% | 196 |
|