Insigneo Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.17M | Buy |
7,375
+42
| +0.6% | +$12.4K | 0.19% | 105 |
|
2025
Q1 | $1.82M | Buy |
7,333
+1,107
| +18% | +$275K | 0.19% | 107 |
|
2024
Q4 | $1.37M | Sell |
6,226
-3,807
| -38% | -$837K | 0.14% | 134 |
|
2024
Q3 | $2.22M | Buy |
10,033
+640
| +7% | +$141K | 0.22% | 95 |
|
2024
Q2 | $1.72M | Sell |
9,393
-293
| -3% | -$53.7K | 0.19% | 105 |
|
2024
Q1 | $1.85M | Buy |
9,686
+1,535
| +19% | +$293K | 0.22% | 88 |
|
2023
Q4 | $1.33M | Buy |
8,151
+3,929
| +93% | +$643K | 0.19% | 114 |
|
2023
Q3 | $592K | Sell |
4,222
-2,344
| -36% | -$329K | 0.12% | 165 |
|
2023
Q2 | $879K | Buy |
6,566
+3,182
| +94% | +$426K | 0.17% | 126 |
|
2023
Q1 | $444K | Buy |
3,384
+120
| +4% | +$15.7K | 0.14% | 154 |
|
2022
Q4 | $460K | Buy |
+3,264
| New | +$460K | 0.17% | 132 |
|