International Private Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $351K | Sell |
1,191
-460
| -28% | -$136K | 0.3% | 97 |
|
2025
Q1 | $411K | Buy |
1,651
+68
| +4% | +$16.9K | 0.39% | 66 |
|
2024
Q4 | $348K | Sell |
1,583
-17
| -1% | -$3.74K | 0.35% | 81 |
|
2024
Q3 | $354K | Sell |
1,600
-86
| -5% | -$19K | 0.52% | 61 |
|
2024
Q2 | $292K | Sell |
1,686
-599
| -26% | -$104K | 0.49% | 73 |
|
2024
Q1 | $436K | Buy |
2,285
+883
| +63% | +$169K | 0.84% | 31 |
|
2023
Q4 | $229K | Buy |
+1,402
| New | +$229K | 0.23% | 80 |
|