Journey Strategic Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
18,641
+2,970
| +19% | +$875K | 0.18% | 44 |
|
|
2025
Q1 | $3.9M | Buy |
15,671
+5,782
| +58% | +$1.44M | 0.14% | 52 |
|
|
2024
Q4 | $2.17M | Buy |
9,889
+2,967
| +43% | +$652K | 0.08% | 72 |
|
|
2024
Q3 | $1.53M | Buy |
6,922
+1,513
| +28% | +$334K | 0.06% | 92 |
|
|
2024
Q2 | $935K | Buy |
5,409
+1,586
| +41% | +$274K | 0.04% | 97 |
|
|
2024
Q1 | $730K | Buy |
3,823
+1,454
| +61% | +$278K | 0.03% | 99 |
|
|
2023
Q4 | $388K | Sell |
2,369
-90
| -4% | -$14.7K | 0.02% | 111 |
|
|
2023
Q3 | $345K | Buy |
2,459
+69
| +3% | +$9.68K | 0.02% | 104 |
|
|
2023
Q2 | $320K | Sell |
2,390
-2,123
| -47% | -$284K | 0.01% | 118 |
|
|
2023
Q1 | $592K | Sell |
4,513
-23
| -0.5% | -$3.02K | 0.06% | 89 |
|
|
2022
Q4 | $639K | Buy |
4,536
+452
| +11% | +$63.7K | 0.08% | 80 |
|
|
2022
Q3 | $485K | Buy |
4,084
+2,118
| +108% | +$252K | 0.07% | 70 |
|
|
2022
Q2 | $278K | Sell |
1,966
-1,589
| -45% | -$225K | 0.04% | 84 |
|
|
2022
Q1 | $462K | Buy |
3,555
+221
| +7% | +$28.7K | 0.05% | 57 |
|
|
2021
Q4 | $446K | Buy |
+3,334
| New | +$446K | 0.05% | 83 |
|