Intergy Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
4,240
-506
| -11% | -$149K | 0.43% | 34 |
|
|
2025
Q1 | $1.18M | Buy |
4,746
+61
| +1% | +$15.2K | 0.45% | 33 |
|
|
2024
Q4 | $1.03M | Buy |
4,685
+248
| +6% | +$54.5K | 0.38% | 40 |
|
|
2024
Q3 | $981K | Sell |
4,437
-181
| -4% | -$40K | 0.37% | 43 |
|
|
2024
Q2 | $799K | Buy |
4,618
+16
| +0.3% | +$2.77K | 0.33% | 47 |
|
|
2024
Q1 | $879K | Buy |
4,602
+16
| +0.3% | +$3.06K | 0.36% | 45 |
|
|
2023
Q4 | $750K | Sell |
4,586
-2
| -0% | -$327 | 0.32% | 45 |
|
|
2023
Q3 | $644K | Sell |
4,588
-2
| -0% | -$281 | 0.32% | 44 |
|
|
2023
Q2 | $614K | Buy |
+4,590
| New | +$614K | 0.3% | 46 |
|