JT Stratford LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
+912
| New | +$269K | 0.04% | 244 |
|
|
2023
Q2 | – | Sell |
-2,831
| Closed | -$371K | – | 239 |
|
|
2023
Q1 | $371K | Buy |
2,831
+416
| +17% | +$54.5K | 0.11% | 183 |
|
|
2022
Q4 | $340K | Buy |
2,415
+480
| +25% | +$67.6K | 0.11% | 177 |
|
|
2022
Q3 | $230K | Buy |
1,935
+179
| +10% | +$21.3K | 0.08% | 174 |
|
|
2022
Q2 | $248K | Buy |
1,756
+137
| +8% | +$19.3K | 0.08% | 187 |
|
|
2022
Q1 | $211K | Buy |
1,619
+22
| +1% | +$2.87K | 0.06% | 195 |
|
|
2021
Q4 | $213K | Sell |
1,597
-515
| -24% | -$68.7K | 0.06% | 195 |
|
|
2021
Q3 | $280K | Sell |
2,112
-1,681
| -44% | -$223K | 0.09% | 179 |
|
|
2021
Q2 | $532K | Sell |
3,793
-136
| -3% | -$19.1K | 0.17% | 117 |
|
|
2021
Q1 | $501K | Sell |
3,929
-32
| -0.8% | -$4.08K | 0.18% | 117 |
|
|
2020
Q4 | $477K | Buy |
3,961
+268
| +7% | +$32.3K | 0.18% | 107 |
|
|
2020
Q3 | $430K | Sell |
3,693
-281
| -7% | -$32.7K | 0.19% | 101 |
|
|
2020
Q2 | $459K | Buy |
3,974
+512
| +15% | +$59.1K | 0.24% | 99 |
|
|
2020
Q1 | $367K | Buy |
3,462
+1,811
| +110% | +$192K | 0.22% | 80 |
|
|
2019
Q4 | $212K | Sell |
1,651
-101
| -6% | -$13K | 0.1% | 137 |
|
|
2019
Q3 | $244K | Buy |
+1,752
| New | +$244K | 0.14% | 127 |
|