Johnson & White 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 | $1.19M | Sell |
4,037
-222
| -5% | -$65.4K | 0.6% | 38 |
|
|
2025
Q1 | $1.06M | Sell |
4,259
-75
| -2% | -$18.6K | 0.59% | 39 |
|
|
2024
Q4 | $953K | Buy |
+4,334
| New | +$953K | 0.58% | 41 |
|
|
2024
Q2 | – | Sell |
-3,670
| Closed | -$701K | – | 63 |
|
|
2024
Q1 | $701K | Buy |
3,670
+847
| +30% | +$162K | 0.51% | 50 |
|
|
2023
Q4 | $462K | Buy |
+2,823
| New | +$462K | 0.38% | 56 |
|