Kathmere Capital 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 | $866K | Buy |
2,939
+437
| +17% | +$129K | 0.07% | 186 |
|
|
2025
Q1 | $622K | Sell |
2,502
-1,004
| -29% | -$250K | 0.05% | 204 |
|
|
2024
Q4 | $771K | Buy |
3,506
+1,673
| +91% | +$368K | 0.07% | 158 |
|
|
2024
Q3 | $405K | Buy |
1,833
+262
| +17% | +$57.9K | 0.04% | 239 |
|
|
2024
Q2 | $272K | Buy |
1,571
+225
| +17% | +$38.9K | 0.03% | 279 |
|
|
2024
Q1 | $257K | Sell |
1,346
-9
| -0.7% | -$1.72K | 0.03% | 255 |
|
|
2023
Q4 | $222K | Sell |
1,355
-824
| -38% | -$135K | 0.03% | 257 |
|
|
2023
Q3 | $306K | Buy |
+2,179
| New | +$306K | 0.05% | 183 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 260 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 420 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 386 |
|