Joule 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 | $2.14M | Sell |
7,269
-245
| -3% | -$72.2K | 0.7% | 23 |
|
|
2025
Q1 | $1.87M | Sell |
7,514
-55
| -0.7% | -$13.7K | 0.66% | 25 |
|
|
2024
Q4 | $1.66M | Buy |
7,569
+2,160
| +40% | +$475K | 0.59% | 26 |
|
|
2024
Q3 | $1.2M | Sell |
5,409
-4,058
| -43% | -$897K | 0.44% | 29 |
|
|
2024
Q2 | $1.64M | Buy |
9,467
+250
| +3% | +$43.2K | 0.67% | 23 |
|
|
2024
Q1 | $1.76M | Buy |
9,217
+791
| +9% | +$151K | 0.72% | 18 |
|
|
2023
Q4 | $1.38M | Sell |
8,426
-799
| -9% | -$131K | 0.64% | 21 |
|
|
2023
Q3 | $1.29M | Buy |
9,225
+5,501
| +148% | +$772K | 0.66% | 18 |
|
|
2023
Q2 | $498K | Sell |
3,724
-1,236
| -25% | -$165K | 0.26% | 49 |
|
|
2023
Q1 | $650K | Buy |
4,960
+3,472
| +233% | +$455K | 0.35% | 37 |
|
|
2022
Q4 | $210K | Buy |
+1,488
| New | +$210K | 0.14% | 91 |
|