IF
Insight Folios’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.48M | Buy |
38,369
+1,674
| +5% | +$370K | 3.03% | 6 |
|
|
2024
Q2 | $6.35M | Buy |
36,695
+717
| +2% | +$124K | 2.6% | 19 |
|
|
2024
Q1 | $6.87M | Sell |
35,978
-8,598
| -19% | -$1.64M | 2.78% | 8 |
|
|
2023
Q4 | $7.29M | Buy |
44,576
+1,318
| +3% | +$216K | 3.16% | 5 |
|
|
2023
Q3 | $6.07M | Sell |
43,258
-5,332
| -11% | -$748K | 2.97% | 10 |
|
|
2023
Q2 | $6.5M | Buy |
48,590
+2,527
| +5% | +$338K | 2.73% | 19 |
|
|
2023
Q1 | $6.04M | Buy |
46,063
+1,854
| +4% | +$243K | 2.68% | 19 |
|
|
2022
Q4 | $6.23M | Sell |
44,209
-684
| -2% | -$96.4K | 2.81% | 16 |
|
|
2022
Q3 | $5.33M | Buy |
44,893
+3,123
| +7% | +$371K | 2.71% | 17 |
|
|
2022
Q2 | $5.9M | Buy |
41,770
+2,784
| +7% | +$393K | 2.8% | 16 |
|
|
2022
Q1 | $5.07M | Buy |
38,986
+3,150
| +9% | +$410K | 2.26% | 29 |
|
|
2021
Q4 | $4.79M | Buy |
35,836
+1,397
| +4% | +$187K | 2.24% | 24 |
|
|
2021
Q3 | $4.79M | Buy |
34,439
+4,153
| +14% | +$577K | 2.63% | 18 |
|
|
2021
Q2 | $4.44M | Buy |
30,286
+1,285
| +4% | +$188K | 2.61% | 20 |
|
|
2021
Q1 | $3.87M | Buy |
29,001
+979
| +3% | +$130K | 2.65% | 24 |
|
|
2020
Q4 | $3.53M | Buy |
28,022
+2,084
| +8% | +$262K | 2.62% | 20 |
|
|
2020
Q3 | $3.16M | Buy |
25,938
+761
| +3% | +$92.6K | 2.92% | 19 |
|
|
2020
Q2 | $3.04M | Sell |
25,177
-938
| -4% | -$113K | 2.92% | 18 |
|
|
2020
Q1 | $2.9M | Buy |
26,115
+2,380
| +10% | +$264K | 3.31% | 14 |
|
|
2019
Q4 | $3.18M | Buy |
+23,735
| New | +$3.18M | 2.82% | 26 |
|