Householder Group Estate & Retirement Specialist’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,199
| Closed | -$928K | – | 833 |
|
|
2024
Q3 | $928K | Buy |
4,199
+259
| +7% | +$57.2K | 0.27% | 82 |
|
|
2024
Q2 | $681K | Buy |
3,940
+356
| +10% | +$61.5K | 0.19% | 108 |
|
|
2024
Q1 | $685K | Buy |
3,584
+666
| +23% | +$127K | 0.2% | 101 |
|
|
2023
Q4 | $477K | Buy |
2,918
+212
| +8% | +$34.7K | 0.16% | 126 |
|
|
2023
Q3 | $380K | Buy |
+2,706
| New | +$380K | 0.14% | 140 |
|
|
2023
Q1 | $125K | Buy |
+954
| New | +$125K | 0.05% | 258 |
|
|
2022
Q4 | – | Sell |
-821
| Closed | -$97K | – | 668 |
|
|
2022
Q3 | $97K | Buy |
+821
| New | +$97K | 0.04% | 280 |
|