ICA Group Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $159K | Sell |
917
-3,082
| -77% | -$533K | 0.1% | 126 |
|
|
2024
Q1 | $764K | Buy |
3,999
+1,142
| +40% | +$218K | 0.15% | 120 |
|
|
2023
Q4 | $467K | Buy |
2,857
+405
| +17% | +$66.2K | 0.1% | 159 |
|
|
2023
Q3 | $344K | Buy |
2,452
+533
| +28% | +$74.8K | 0.1% | 173 |
|
|
2023
Q2 | $257K | Sell |
1,919
-861
| -31% | -$115K | 0.06% | 193 |
|
|
2023
Q1 | $364K | Buy |
2,780
+363
| +15% | +$47.6K | 0.09% | 183 |
|
|
2022
Q4 | $341K | Sell |
2,417
-1,569
| -39% | -$221K | 0.08% | 193 |
|
|
2022
Q3 | $474K | Buy |
3,986
+219
| +6% | +$26K | 0.1% | 198 |
|
|
2022
Q2 | $521K | Buy |
3,767
+9
| +0.2% | +$1.25K | 0.1% | 193 |
|
|
2022
Q1 | $537K | Buy |
+3,758
| New | +$537K | 0.1% | 185 |
|