IAP
Indie Asset Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-873
| Closed | -$217K | – | 86 |
|
|
2025
Q1 | $217K | Sell |
873
-494
| -36% | -$123K | 0.19% | 87 |
|
|
2024
Q4 | $301K | Sell |
1,367
-21
| -2% | -$4.62K | 0.24% | 73 |
|
|
2024
Q3 | $307K | Sell |
1,388
-23
| -2% | -$5.08K | 0.23% | 72 |
|
|
2024
Q2 | $244K | Buy |
1,411
+202
| +17% | +$34.9K | 0.19% | 83 |
|
|
2024
Q1 | $231K | Buy |
+1,209
| New | +$231K | 0.21% | 73 |
|
|
2023
Q1 | – | Sell |
-1,443
| Closed | -$203K | – | 88 |
|
|
2022
Q4 | $203K | Buy |
+1,443
| New | +$203K | 0.22% | 82 |
|
|
2021
Q4 | – | Sell |
-1,498
| Closed | -$208K | – | 131 |
|
|
2021
Q3 | $208K | Buy |
+1,498
| New | +$208K | 0.17% | 119 |
|