Impact Partnership Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $393K | Sell |
1,332
-79
| -6% | -$23.3K | 0.07% | 175 |
|
2025
Q1 | $351K | Sell |
1,411
-8,898
| -86% | -$2.21M | 0.07% | 156 |
|
2024
Q4 | $2.27M | Buy |
10,309
+4,049
| +65% | +$890K | 0.46% | 28 |
|
2024
Q3 | $1.38M | Sell |
6,260
-213
| -3% | -$47.1K | 0.31% | 33 |
|
2024
Q2 | $1.12M | Buy |
6,473
+1,772
| +38% | +$306K | 0.29% | 38 |
|
2024
Q1 | $898K | Sell |
4,701
-897
| -16% | -$171K | 0.36% | 34 |
|
2023
Q4 | $916K | Buy |
5,598
+339
| +6% | +$55.4K | 0.33% | 34 |
|
2023
Q3 | $738K | Buy |
5,259
+29
| +0.6% | +$4.07K | 0.23% | 49 |
|
2023
Q2 | $700K | Buy |
+5,230
| New | +$700K | 0.24% | 42 |
|