Kennedy Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
3,100
-8
| -0.3% | -$2.36K | 0.39% | 61 |
|
|
2025
Q1 | $773K | Buy |
3,108
+15
| +0.5% | +$3.73K | 0.36% | 69 |
|
|
2024
Q4 | $680K | Buy |
3,093
+3
| +0.1% | +$660 | 0.31% | 72 |
|
|
2024
Q3 | $683K | Sell |
3,090
-16
| -0.5% | -$3.54K | 0.31% | 74 |
|
|
2024
Q2 | $537K | Buy |
3,106
+205
| +7% | +$35.5K | 0.27% | 79 |
|
|
2024
Q1 | $554K | Sell |
2,901
-213
| -7% | -$40.7K | 0.3% | 77 |
|
|
2023
Q4 | $509K | Buy |
3,114
+106
| +4% | +$17.3K | 0.28% | 80 |
|
|
2023
Q3 | $422K | Buy |
3,008
+128
| +4% | +$18K | 0.25% | 86 |
|
|
2023
Q2 | $385K | Buy |
2,880
+180
| +7% | +$24.1K | 0.23% | 86 |
|
|
2023
Q1 | $354K | Sell |
2,700
-47
| -2% | -$6.16K | 0.22% | 90 |
|
|
2022
Q4 | $387K | Buy |
+2,747
| New | +$387K | 0.25% | 86 |
|