IFG 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 | $1.82M | Buy |
6,182
+1,249
| +25% | +$368K | 0.09% | 237 |
|
|
2025
Q1 | $1.23M | Buy |
4,933
+865
| +21% | +$215K | 0.07% | 286 |
|
|
2024
Q4 | $894K | Buy |
+4,068
| New | +$894K | 0.05% | 316 |
|
|
2024
Q3 | – | Sell |
-3,766
| Closed | -$651K | – | 487 |
|
|
2024
Q2 | $651K | Buy |
+3,766
| New | +$651K | 0.04% | 352 |
|
|
2024
Q1 | – | Sell |
-4,452
| Closed | -$728K | – | 460 |
|
|
2023
Q4 | $728K | Sell |
4,452
-17,281
| -80% | -$2.83M | 0.05% | 302 |
|
|
2023
Q3 | $3.05M | Sell |
21,733
-212
| -1% | -$29.7K | 0.26% | 101 |
|
|
2023
Q2 | $2.94M | Buy |
21,945
+1,437
| +7% | +$192K | 0.26% | 112 |
|
|
2023
Q1 | $2.69M | Buy |
20,508
+112
| +0.5% | +$14.7K | 0.25% | 94 |
|
|
2022
Q4 | $2.87M | Sell |
20,396
-193
| -0.9% | -$27.2K | 0.29% | 86 |
|
|
2022
Q3 | $2.45M | Sell |
20,589
-6,670
| -24% | -$792K | 0.22% | 101 |
|
|
2022
Q2 | $3.85M | Buy |
27,259
+1,549
| +6% | +$219K | 0.41% | 52 |
|
|
2022
Q1 | $3.34M | Buy |
25,710
+262
| +1% | +$34.1K | 0.34% | 66 |
|
|
2021
Q4 | $3.4M | Buy |
25,448
+499
| +2% | +$66.7K | 0.33% | 68 |
|
|
2021
Q3 | $3.31M | Buy |
24,949
+1,507
| +6% | +$200K | 0.36% | 61 |
|
|
2021
Q2 | $3.29M | Buy |
23,442
+476
| +2% | +$66.7K | 0.37% | 55 |
|
|
2021
Q1 | $2.93M | Buy |
22,966
+2,120
| +10% | +$270K | 0.36% | 65 |
|
|
2020
Q4 | $2.51M | Sell |
20,846
-144
| -0.7% | -$17.3K | 0.35% | 70 |
|
|
2020
Q3 | $2.44M | Buy |
20,990
+1,434
| +7% | +$167K | 0.4% | 58 |
|
|
2020
Q2 | $2.26M | Buy |
19,556
+867
| +5% | +$100K | 0.41% | 61 |
|
|
2020
Q1 | $1.98M | Buy |
18,689
+2,663
| +17% | +$282K | 0.44% | 55 |
|
|
2019
Q4 | $2.05M | Sell |
16,026
-1,216
| -7% | -$156K | 0.37% | 70 |
|
|
2019
Q3 | $2.4M | Buy |
17,242
+215
| +1% | +$29.9K | 0.46% | 54 |
|
|
2019
Q2 | $2.24M | Buy |
17,027
+438
| +3% | +$57.7K | 0.4% | 55 |
|
|
2019
Q1 | $2.24M | Sell |
16,589
-40
| -0.2% | -$5.39K | 0.43% | 51 |
|
|
2018
Q4 | $1.81M | Buy |
16,629
+1,166
| +8% | +$127K | 0.43% | 55 |
|
|
2018
Q3 | $2.24M | Buy |
15,463
+1,192
| +8% | +$172K | 0.42% | 52 |
|
|
2018
Q2 | $1.91M | Sell |
14,271
-35
| -0.2% | -$4.68K | 0.39% | 55 |
|
|
2018
Q1 | $2.1M | Buy |
14,306
+1,055
| +8% | +$155K | 0.47% | 47 |
|
|
2017
Q4 | $1.94M | Buy |
+13,251
| New | +$1.94M | 0.44% | 49 |
|