IMZ 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 | $1.2M | Hold |
4,213
| – | – | 0.48% | 18 |
|
|
2025
Q1 | $1.05M | Buy |
4,213
+1
| +0% | +$249 | 0.48% | 19 |
|
|
2024
Q4 | $926K | Hold |
4,212
| – | – | 0.42% | 20 |
|
|
2024
Q3 | $952K | Hold |
4,212
| – | – | 0.44% | 20 |
|
|
2024
Q2 | $728K | Sell |
4,212
-353
| -8% | -$61K | 0.36% | 20 |
|
|
2024
Q1 | $872K | Buy |
4,565
+152
| +3% | +$29K | 0.45% | 19 |
|
|
2023
Q4 | $828K | Buy |
+4,413
| New | +$828K | 0.45% | 19 |
|