Houlihan Financial Resource Group’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$958K Sell
2025
Q1
$868K Sell
2024
Q4
$788K Buy
2024
Q3
$792K Buy
2024
Q2
Sell
2024
Q1
$683K Buy
2023
Q4
$584K Buy
2023
Q3
$497K Buy
2023
Q2
Sell
2023
Q1
$469K Buy
2022
Q4
$497K Sell
2022
Q3
$467K Buy
2020
Q3
$444K Buy
2020
Q1
$437K Buy
2019
Q4
$527K Buy