Holistic Financial 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 | $991K | Sell |
3,361
-57
| -2% | -$16.8K | 0.43% | 38 |
|
|
2025
Q1 | $850K | Sell |
3,418
-46
| -1% | -$11.4K | 0.41% | 36 |
|
|
2024
Q4 | $761K | Buy |
3,464
+14
| +0.4% | +$3.08K | 0.38% | 38 |
|
|
2024
Q3 | $763K | Buy |
3,450
+990
| +40% | +$219K | 0.37% | 37 |
|
|
2024
Q2 | $425K | Buy |
2,460
+12
| +0.5% | +$2.08K | 0.21% | 57 |
|
|
2024
Q1 | $467K | Buy |
2,448
+38
| +2% | +$7.26K | 0.24% | 51 |
|
|
2023
Q4 | $394K | Buy |
2,410
+285
| +13% | +$46.6K | 0.24% | 60 |
|
|
2023
Q3 | $298K | Hold |
2,125
| – | – | 0.2% | 70 |
|
|
2023
Q2 | $284K | Sell |
2,125
-65
| -3% | -$8.7K | 0.2% | 72 |
|
|
2023
Q1 | $287K | Buy |
2,190
+83
| +4% | +$10.9K | 0.22% | 71 |
|
|
2022
Q4 | $297K | Hold |
2,107
| – | – | 0.27% | 64 |
|
|
2022
Q3 | $250K | Hold |
2,107
| – | – | 0.25% | 69 |
|
|
2022
Q2 | $297K | Hold |
2,107
| – | – | 0.28% | 58 |
|
|
2022
Q1 | $274K | Hold |
2,107
| – | – | 0.17% | 78 |
|
|
2021
Q4 | $282K | Sell |
2,107
-97
| -4% | -$13K | 0.16% | 88 |
|
|
2021
Q3 | $293K | Hold |
2,204
| – | – | 0.18% | 81 |
|
|
2021
Q2 | $309K | Hold |
2,204
| – | – | 0.18% | 79 |
|
|
2021
Q1 | $281K | Hold |
2,204
| – | – | 0.19% | 81 |
|
|
2020
Q4 | $265K | Hold |
2,204
| – | – | 0.18% | 82 |
|
|
2020
Q3 | $256K | Hold |
2,204
| – | – | 0.21% | 67 |
|
|
2020
Q2 | $254K | Hold |
2,204
| – | – | 0.22% | 58 |
|
|
2020
Q1 | $234K | Hold |
2,204
| – | – | 0.24% | 53 |
|
|
2019
Q4 | $282K | Hold |
2,204
| – | – | 0.17% | 76 |
|
|
2019
Q3 | $306K | Hold |
2,204
| – | – | 0.27% | 51 |
|
|
2019
Q2 | $291K | Hold |
2,204
| – | – | 0.29% | 45 |
|
|
2019
Q1 | $297K | Hold |
2,204
| – | – | 0.13% | 82 |
|
|
2018
Q4 | $240K | Hold |
2,204
| – | – | 0.25% | 48 |
|
|
2018
Q3 | $319K | Buy |
+2,204
| New | +$319K | 0.3% | 40 |
|
|
2018
Q2 | – | Sell |
-2,277
| Closed | -$334K | – | 189 |
|
|
2018
Q1 | $334K | Hold |
2,277
| – | – | 0.28% | 34 |
|
|
2017
Q4 | $334K | Buy |
+2,277
| New | +$334K | 0.27% | 40 |
|