Holland Advisory 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 | $398K | Sell |
1,349
-96
| -7% | -$28.3K | 0.58% | 22 |
|
2025
Q1 | $359K | Buy |
1,445
+155
| +12% | +$38.5K | 0.55% | 26 |
|
2024
Q4 | $284K | Buy |
1,290
+37
| +3% | +$8.13K | 0.37% | 34 |
|
2024
Q3 | $277K | Buy |
1,253
+5
| +0.4% | +$1.11K | 0.36% | 36 |
|
2024
Q2 | $216K | Buy |
1,248
+1
| +0.1% | +$173 | 0.27% | 40 |
|
2024
Q1 | $238K | Buy |
1,247
+9
| +0.7% | +$1.72K | 0.26% | 38 |
|
2023
Q4 | $203K | Sell |
1,238
-976
| -44% | -$160K | 0.23% | 40 |
|
2023
Q3 | $311K | Buy |
+2,214
| New | +$311K | 0.39% | 24 |
|