Horizon Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
2,602
-148
| -5% | -$43.6K | 0.13% | 41 |
|
|
2025
Q1 | $684K | Buy |
2,750
+224
| +9% | +$55.7K | 0.12% | 42 |
|
|
2024
Q4 | $555K | Buy |
2,526
+217
| +9% | +$47.7K | 0.1% | 48 |
|
|
2024
Q3 | $510K | Buy |
2,309
+112
| +5% | +$24.8K | 0.1% | 46 |
|
|
2024
Q2 | $380K | Sell |
2,197
-513
| -19% | -$88.7K | 0.09% | 48 |
|
|
2024
Q1 | $518K | Buy |
2,710
+967
| +55% | +$185K | 0.14% | 40 |
|
|
2023
Q4 | $285K | Sell |
1,743
-222
| -11% | -$36.3K | 0.08% | 60 |
|
|
2023
Q3 | $276K | Buy |
1,965
+100
| +5% | +$14K | 0.11% | 54 |
|
|
2023
Q2 | $250K | Buy |
1,865
+21
| +1% | +$2.81K | 0.1% | 64 |
|
|
2023
Q1 | $242K | Sell |
1,844
-77
| -4% | -$10.1K | 0.18% | 62 |
|
|
2022
Q4 | $271K | Buy |
+1,921
| New | +$271K | 0.22% | 48 |
|
|
2022
Q3 | – | Sell |
-1,915
| Closed | -$270K | – | 88 |
|
|
2022
Q2 | $270K | Buy |
1,915
+13
| +0.7% | +$1.83K | 0.11% | 79 |
|
|
2022
Q1 | $247K | Buy |
1,902
+14
| +0.7% | +$1.82K | 0.08% | 97 |
|
|
2021
Q4 | $252K | Buy |
+1,888
| New | +$252K | 0.07% | 94 |
|