Iron Horse Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
942
| – | – | 0.08% | 43 |
|
|
2025
Q1 | $234K | Buy |
942
+2
| +0.2% | +$497 | 0.08% | 48 |
|
|
2024
Q4 | $207K | Sell |
940
-30
| -3% | -$6.6K | 0.07% | 51 |
|
|
2024
Q3 | $214K | Hold |
970
| – | – | 0.07% | 48 |
|
|
2024
Q2 | $168K | Buy |
970
+300
| +45% | +$51.9K | 0.06% | 49 |
|
|
2024
Q1 | $128K | Hold |
670
| – | – | 0.05% | 52 |
|
|
2023
Q4 | $110K | Sell |
670
-200
| -23% | -$32.7K | 0.05% | 55 |
|
|
2023
Q3 | $122K | Buy |
870
+70
| +9% | +$9.82K | 0.06% | 45 |
|
|
2023
Q2 | $107K | Hold |
800
| – | – | 0.05% | 49 |
|
|
2023
Q1 | $105K | Sell |
800
-88
| -10% | -$11.5K | 0.05% | 49 |
|
|
2022
Q4 | $125K | Buy |
888
+588
| +196% | +$82.8K | 0.07% | 47 |
|
|
2022
Q3 | $36K | Sell |
300
-601
| -67% | -$72.1K | 0.05% | 47 |
|
|
2022
Q2 | $127K | Buy |
901
+13
| +1% | +$1.83K | 0.07% | 43 |
|
|
2022
Q1 | $115K | Buy |
888
+7
| +0.8% | +$907 | 0.06% | 54 |
|
|
2021
Q4 | $118K | Buy |
881
+253
| +40% | +$33.9K | 0.07% | 55 |
|
|
2021
Q3 | $83K | Buy |
628
+314
| +100% | +$41.5K | 0.05% | 57 |
|
|
2021
Q2 | $44K | Hold |
314
| – | – | 0.03% | 70 |
|
|
2021
Q1 | $40K | Hold |
314
| – | – | 0.03% | 68 |
|
|
2020
Q4 | $38K | Buy |
+314
| New | +$38K | 0.03% | 70 |
|