Invictus 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 | $990K | Sell |
3,358
-204
| -6% | -$60.1K | 0.07% | 41 |
|
|
2025
Q1 | $886K | Sell |
3,562
-47
| -1% | -$11.7K | 0.07% | 40 |
|
|
2024
Q4 | $793K | Sell |
3,609
-213
| -6% | -$46.8K | 0.06% | 45 |
|
|
2024
Q3 | $845K | Sell |
3,822
-63
| -2% | -$13.9K | 0.07% | 39 |
|
|
2024
Q2 | $672K | Sell |
3,885
-168
| -4% | -$29.1K | 0.06% | 43 |
|
|
2024
Q1 | $774K | Sell |
4,053
-116
| -3% | -$22.2K | 0.07% | 39 |
|
|
2023
Q4 | $682K | Sell |
4,169
-29
| -0.7% | -$4.74K | 0.07% | 42 |
|
|
2023
Q3 | $589K | Sell |
4,198
-2
| -0% | -$281 | 0.06% | 46 |
|
|
2023
Q2 | $562K | Hold |
4,200
| – | – | 0.06% | 51 |
|
|
2023
Q1 | $551K | Sell |
4,200
-90
| -2% | -$11.8K | 0.06% | 49 |
|
|
2022
Q4 | $604K | Buy |
+4,290
| New | +$604K | 0.08% | 45 |
|