Investment Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Sell |
2,624
-4
| -0.2% | -$1.18K | 0.23% | 81 |
|
|
2025
Q1 | $653K | Sell |
2,628
-20
| -0.8% | -$4.97K | 0.22% | 87 |
|
|
2024
Q4 | $582K | Sell |
2,648
-512
| -16% | -$113K | 0.2% | 90 |
|
|
2024
Q3 | $699K | Buy |
3,160
+307
| +11% | +$67.9K | 0.24% | 79 |
|
|
2024
Q2 | $493K | Buy |
2,853
+586
| +26% | +$101K | 0.19% | 90 |
|
|
2024
Q1 | $433K | Buy |
2,267
+20
| +0.9% | +$3.82K | 0.18% | 93 |
|
|
2023
Q4 | $368K | Sell |
2,247
-88
| -4% | -$14.4K | 0.17% | 98 |
|
|
2023
Q3 | $328K | Buy |
2,335
+30
| +1% | +$4.21K | 0.17% | 94 |
|
|
2023
Q2 | $308K | Buy |
2,305
+221
| +11% | +$29.6K | 0.16% | 97 |
|
|
2023
Q1 | $273K | Hold |
2,084
| – | – | 0.16% | 107 |
|
|
2022
Q4 | $294K | Hold |
2,084
| – | – | 0.18% | 100 |
|
|
2022
Q3 | $248K | Sell |
2,084
-36
| -2% | -$4.28K | 0.17% | 102 |
|
|
2022
Q2 | $298K | Buy |
2,120
+497
| +31% | +$69.9K | 0.2% | 90 |
|
|
2022
Q1 | $213K | Hold |
1,623
| – | – | 0.13% | 121 |
|
|
2021
Q4 | $217K | Buy |
+1,623
| New | +$217K | 0.14% | 114 |
|