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Interchange Capital Partners’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
4,921
+96
+2% +$28.3K 0.34% 62
2025
Q1
$1.2M Buy
4,825
+1,028
+27% +$256K 0.34% 66
2024
Q4
$835K Hold
3,797
0.3% 89
2024
Q3
$839K Sell
3,797
-535
-12% -$118K 0.3% 91
2024
Q2
$749K Buy
+4,332
New +$749K 0.27% 93
2023
Q2
Sell
-3,377
Closed -$443K 177
2023
Q1
$443K Buy
+3,377
New +$443K 0.24% 104
2021
Q4
Sell
-3,788
Closed -$526K 162
2021
Q3
$526K Buy
3,788
+3
+0.1% +$417 0.88% 40
2021
Q2
$554K Buy
3,785
+81
+2% +$11.9K 0.86% 38
2021
Q1
$493K Sell
3,704
-26
-0.7% -$3.46K 0.27% 122
2020
Q4
$469K Buy
+3,730
New +$469K 0.25% 107