Howard Financial 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 | $1.49M | Buy |
5,049
+596
| +13% | +$176K | 0.2% | 50 |
|
|
2025
Q1 | $1.11M | Sell |
4,453
-195
| -4% | -$48.5K | 0.15% | 62 |
|
|
2024
Q4 | $1.02M | Buy |
4,648
+64
| +1% | +$14.1K | 0.14% | 66 |
|
|
2024
Q3 | $1.01M | Buy |
4,584
+1,620
| +55% | +$358K | 0.15% | 60 |
|
|
2024
Q2 | $513K | Buy |
2,964
+14
| +0.5% | +$2.42K | 0.08% | 85 |
|
|
2024
Q1 | $563K | Sell |
2,950
-8
| -0.3% | -$1.53K | 0.1% | 77 |
|
|
2023
Q4 | $484K | Buy |
2,958
+815
| +38% | +$133K | 0.09% | 83 |
|
|
2023
Q3 | $301K | Buy |
2,143
+108
| +5% | +$15.1K | 0.07% | 113 |
|
|
2023
Q2 | $272K | Buy |
2,035
+312
| +18% | +$41.8K | 0.07% | 114 |
|
|
2023
Q1 | $226K | Buy |
+1,723
| New | +$226K | 0.06% | 122 |
|
|
2020
Q1 | – | Sell |
-3,023
| Closed | -$387K | – | 116 |
|
|
2019
Q4 | $387K | Hold |
3,023
| – | – | 0.24% | 61 |
|
|
2019
Q3 | $420K | Sell |
3,023
-42
| -1% | -$5.84K | 0.28% | 56 |
|
|
2019
Q2 | $404K | Hold |
3,065
| – | – | 0.28% | 56 |
|
|
2019
Q1 | $413K | Sell |
3,065
-732
| -19% | -$98.6K | 0.29% | 54 |
|
|
2018
Q4 | $413K | Buy |
+3,797
| New | +$413K | 0.32% | 54 |
|