IAM Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
1,090
+7
| +0.6% | +$2.06K | 0.08% | 78 |
|
|
2025
Q1 | $269K | Buy |
1,083
+7
| +0.7% | +$1.74K | 0.07% | 88 |
|
|
2024
Q4 | $237K | Buy |
1,076
+7
| +0.7% | +$1.54K | 0.06% | 95 |
|
|
2024
Q3 | $236K | Buy |
+1,069
| New | +$236K | 0.06% | 95 |
|
|
2024
Q2 | – | Sell |
-1,099
| Closed | -$210K | – | 111 |
|
|
2024
Q1 | $210K | Buy |
+1,099
| New | +$210K | 0.06% | 97 |
|
|
2023
Q1 | – | Sell |
-1,511
| Closed | -$213K | – | 95 |
|
|
2022
Q4 | $213K | Sell |
1,511
-215
| -12% | -$30.3K | 0.08% | 81 |
|
|
2022
Q3 | $205K | Buy |
+1,726
| New | +$205K | 0.09% | 75 |
|