Integrity Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Hold |
2,551
| – | – | 0.38% | 60 |
|
|
2025
Q1 | $634K | Buy |
2,551
+26
| +1% | +$6.47K | 0.36% | 62 |
|
|
2024
Q4 | $555K | Buy |
2,525
+349
| +16% | +$76.7K | 0.32% | 68 |
|
|
2024
Q3 | $481K | Buy |
2,176
+600
| +38% | +$133K | 0.28% | 71 |
|
|
2024
Q2 | $273K | Hold |
1,576
| – | – | 0.17% | 94 |
|
|
2024
Q1 | $301K | Sell |
1,576
-55
| -3% | -$10.5K | 0.21% | 88 |
|
|
2023
Q4 | $267K | Sell |
1,631
-20
| -1% | -$3.27K | 0.19% | 87 |
|
|
2023
Q3 | $232K | Hold |
1,651
| – | – | 0.18% | 93 |
|
|
2023
Q2 | $221K | Hold |
1,651
| – | – | 0.16% | 91 |
|
|
2023
Q1 | $216K | Buy |
1,651
+75
| +5% | +$9.83K | 0.18% | 92 |
|
|
2022
Q4 | $222K | Buy |
+1,576
| New | +$222K | 0.21% | 84 |
|
|
2022
Q3 | – | Sell |
-1,582
| Closed | -$223K | – | 209 |
|
|
2022
Q2 | $223K | Hold |
1,582
| – | – | 0.21% | 78 |
|
|
2022
Q1 | $206K | Hold |
1,582
| – | – | 0.17% | 85 |
|
|
2021
Q4 | $211K | Buy |
+1,582
| New | +$211K | 0.16% | 99 |
|