IFS Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1K | Hold |
197
| – | – | 0.04% | 37 |
|
|
2025
Q1 | $49K | Hold |
197
| – | – | 0.04% | 50 |
|
|
2024
Q4 | $43.3K | Hold |
197
| – | – | 0.03% | 46 |
|
|
2024
Q3 | $43.6K | Hold |
197
| – | – | 0.03% | 33 |
|
|
2024
Q2 | $34.1K | Hold |
197
| – | – | 0.03% | 34 |
|
|
2024
Q1 | $37.6K | Hold |
197
| – | – | 0.03% | 33 |
|
|
2023
Q4 | $32.2K | Hold |
197
| – | – | 0.04% | 32 |
|
|
2023
Q3 | $27.6K | Sell |
197
-48
| -20% | -$6.73K | 0.05% | 31 |
|
|
2023
Q2 | $32.8K | Buy |
245
+48
| +24% | +$6.42K | 0.08% | 27 |
|
|
2023
Q1 | $25.8K | Sell |
197
-17
| -8% | -$2.23K | 0.11% | 27 |
|
|
2022
Q4 | $30.2K | Hold |
214
| – | – | 0.05% | 30 |
|
|
2022
Q3 | $25K | Hold |
214
| – | – | 0.05% | 30 |
|
|
2022
Q2 | $30K | Buy |
214
+1
| +0.5% | +$140 | 0.08% | 26 |
|
|
2022
Q1 | $27K | Hold |
213
| – | – | 0.03% | 33 |
|
|
2021
Q4 | $28K | Buy |
+213
| New | +$28K | 0.02% | 42 |
|
|
2021
Q1 | – | Sell |
-614
| Closed | -$74K | – | 74 |
|
|
2020
Q4 | $74K | Buy |
+614
| New | +$74K | 0.06% | 32 |
|