IRON Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
1,037
+12
| +1% | +$3.54K | 0.16% | 83 |
|
|
2025
Q1 | $255K | Sell |
1,025
-10
| -1% | -$2.49K | 0.14% | 87 |
|
|
2024
Q4 | $228K | Buy |
1,035
+1
| +0.1% | +$220 | 0.13% | 86 |
|
|
2024
Q3 | $229K | Buy |
+1,034
| New | +$229K | 0.12% | 87 |
|
|
2024
Q1 | – | Sell |
-4,707
| Closed | -$770K | – | 108 |
|
|
2023
Q4 | $770K | Sell |
4,707
-212
| -4% | -$34.7K | 0.44% | 40 |
|
|
2023
Q3 | $690K | Buy |
4,919
+3,182
| +183% | +$446K | 0.4% | 46 |
|
|
2023
Q2 | $232K | Sell |
1,737
-17
| -1% | -$2.28K | 0.12% | 84 |
|
|
2023
Q1 | $230K | Sell |
1,754
-95
| -5% | -$12.5K | 0.13% | 83 |
|
|
2022
Q4 | $261K | Buy |
1,849
+78
| +4% | +$11K | 0.15% | 73 |
|
|
2022
Q3 | $210K | Buy |
1,771
+198
| +13% | +$23.5K | 0.12% | 87 |
|
|
2022
Q2 | $222K | Buy |
+1,573
| New | +$222K | 0.12% | 85 |
|
|
2018
Q4 | – | Sell |
-1,491
| Closed | -$215K | – | 81 |
|
|
2018
Q3 | $215K | Buy |
+1,491
| New | +$215K | 0.14% | 80 |
|
|
2018
Q2 | – | Sell |
-1,491
| Closed | -$219K | – | 94 |
|
|
2018
Q1 | $219K | Buy |
+1,491
| New | +$219K | 0.14% | 82 |
|
|
2015
Q1 | – | Sell |
-1,773
| Closed | -$2.72K | – | 81 |
|
|
2014
Q4 | $2.72K | Buy |
1,773
+507
| +40% | +$778 | 0.27% | 58 |
|
|
2014
Q3 | $230K | Buy |
+1,266
| New | +$230K | 0.29% | 53 |
|