Hoxton Planning & 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
$1.51M Sell
5,113
-111
-2% -$32.7K 0.52% 41
2025
Q1
$1.3M Buy
5,224
+13
+0.2% +$3.23K 0.5% 44
2024
Q4
$1.15M Buy
5,211
+1
+0% +$220 0.44% 44
2024
Q3
$1.15M Buy
5,210
+273
+6% +$60.4K 0.45% 39
2024
Q2
$854K Buy
4,937
+133
+3% +$23K 0.4% 42
2024
Q1
$917K Buy
4,804
+75
+2% +$14.3K 0.44% 41
2023
Q4
$773K Buy
4,729
+147
+3% +$24K 0.41% 45
2023
Q3
$643K Buy
4,582
+30
+0.7% +$4.21K 0.42% 48
2023
Q2
$609K Sell
4,552
-237
-5% -$31.7K 0.38% 48
2023
Q1
$628K Sell
4,789
-311
-6% -$40.8K 0.35% 56
2022
Q4
$719K Buy
+5,100
New +$719K 0.38% 52