JAG
Journey Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
9,989
+1,954
| +24% | +$576K | 0.23% | 102 |
|
|
2025
Q1 | $2M | Sell |
8,035
-1,844
| -19% | -$459K | 0.16% | 113 |
|
|
2024
Q4 | $1.71M | Hold |
9,879
| – | – | 0.2% | 85 |
|
|
2024
Q3 | $1.71M | Hold |
9,879
| – | – | 0.2% | 85 |
|
|
2024
Q2 | $1.71M | Buy |
9,879
+450
| +5% | +$77.8K | 0.2% | 85 |
|
|
2024
Q1 | $1.8M | Buy |
9,429
+6,458
| +217% | +$1.23M | 0.22% | 89 |
|
|
2023
Q4 | $486K | Buy |
2,971
+830
| +39% | +$136K | 0.07% | 149 |
|
|
2023
Q3 | $300K | Buy |
2,141
+200
| +10% | +$28.1K | 0.04% | 172 |
|
|
2023
Q2 | $260K | Buy |
1,941
+37
| +2% | +$4.95K | 0.04% | 195 |
|
|
2023
Q1 | $250K | Sell |
1,904
-142
| -7% | -$18.6K | 0.04% | 207 |
|
|
2022
Q4 | $288K | Sell |
2,046
-151
| -7% | -$21.3K | 0.07% | 179 |
|
|
2022
Q3 | $261K | Buy |
2,197
+100
| +5% | +$11.9K | 0.07% | 200 |
|
|
2022
Q2 | $277K | Buy |
2,097
+260
| +14% | +$34.3K | 0.06% | 207 |
|
|
2022
Q1 | $239K | Buy |
+1,837
| New | +$239K | 0.06% | 203 |
|