Kelly Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-266
| Closed | -$46K | – | 387 |
|
|
2024
Q2 | $46K | Buy |
266
+2
| +0.8% | +$348 | 0.02% | 236 |
|
|
2024
Q1 | $50.5K | Sell |
264
-79
| -23% | -$14.4K | 0.02% | 215 |
|
|
2023
Q4 | $56.1K | Buy |
343
+2
| +0.6% | +$302 | 0.02% | 191 |
|
|
2023
Q3 | $47.8K | Buy |
341
+3
| +0.9% | +$427 | 0.02% | 189 |
|
|
2023
Q2 | $45.2K | Buy |
338
+3
| +0.9% | +$387 | 0.02% | 198 |
|
|
2023
Q1 | $44K | Buy |
335
+2
| +0.6% | +$268 | 0.02% | 197 |
|
|
2022
Q4 | $46.9K | Buy |
333
+3
| +0.9% | +$414 | 0.02% | 182 |
|
|
2022
Q3 | $39.2K | Buy |
330
+2
| +0.6% | +$262 | 0.02% | 178 |
|
|
2022
Q2 | $46.3K | Buy |
328
+7
| +2% | +$945 | 0.02% | 170 |
|
|
2022
Q1 | $41.8K | Buy |
321
+2
| +0.6% | +$261 | 0.02% | 196 |
|
|
2021
Q4 | $42.6K | Sell |
319
-12
| -4% | -$1.5K | 0.02% | 199 |
|
|
2021
Q3 | $43.9K | Sell |
331
-47,754
| -99% | -$6.38M | 0.02% | 173 |
|
|
2021
Q2 | $314K | Buy |
48,085
+47,760
| +14,695% | +$6.53M | 0.01% | 238 |
|
|
2021
Q1 | $41.5K | Buy |
325
+2
| +0.6% | +$239 | 0.03% | 145 |
|
|
2020
Q4 | $38.9K | Buy |
323
+2
| +0.6% | +$231 | 0.03% | 136 |
|
|
2020
Q3 | $37.3K | Sell |
321
-179
| -36% | -$21.1K | 0.03% | 120 |
|
|
2020
Q2 | $57.8K | Sell |
500
-100
| -17% | -$11.6K | 0.04% | 77 |
|
|
2020
Q1 | $63.7K | Buy |
600
+110
| +22% | +$13.9K | 0.08% | 60 |
|
|
2019
Q4 | $62.8K | Sell |
490
-339
| -41% | -$44.1K | 0.05% | 69 |
|
|
2019
Q3 | $115K | Buy |
829
+37
| +5% | +$4.99K | 0.1% | 43 |
|
|
2019
Q2 | $104K | Buy |
792
+4
| +0.5% | +$525 | 0.09% | 46 |
|
|
2019
Q1 | $106K | Buy |
+788
| New | +$100K | 0.12% | 42 |
|
Other funds holding IBM
