Jacobsen Capital 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 | $529K | Buy |
1,795
+276
| +18% | +$81.4K | 0.19% | 48 |
|
|
2025
Q1 | $378K | Buy |
1,519
+174
| +13% | +$43.3K | 0.16% | 55 |
|
|
2024
Q4 | $296K | Buy |
1,345
+2
| +0.1% | +$440 | 0.13% | 66 |
|
|
2024
Q3 | $297K | Buy |
1,343
+20
| +2% | +$4.42K | 0.13% | 66 |
|
|
2024
Q2 | $229K | Buy |
1,323
+178
| +16% | +$30.8K | 0.1% | 84 |
|
|
2024
Q1 | $219K | Buy |
+1,145
| New | +$219K | 0.1% | 84 |
|