Key Financial Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
1,883
-129
| -6% | -$38K | 0.11% | 156 |
|
|
2025
Q1 | $500K | Buy |
2,012
+5
| +0.2% | +$1.24K | 0.11% | 158 |
|
|
2024
Q4 | $441K | Sell |
2,007
-35
| -2% | -$7.69K | 0.1% | 161 |
|
|
2024
Q3 | $451K | Sell |
2,042
-45
| -2% | -$9.95K | 0.1% | 164 |
|
|
2024
Q2 | $361K | Hold |
2,087
| – | – | 0.09% | 173 |
|
|
2024
Q1 | $399K | Hold |
2,087
| – | – | 0.1% | 160 |
|
|
2023
Q4 | $341K | Sell |
2,087
-5
| -0.2% | -$818 | 0.09% | 163 |
|
|
2023
Q3 | $294K | Hold |
2,092
| – | – | 0.1% | 164 |
|
|
2023
Q2 | $280K | Hold |
2,092
| – | – | 0.09% | 172 |
|
|
2023
Q1 | $274K | Buy |
2,092
+66
| +3% | +$8.65K | 0.1% | 164 |
|
|
2022
Q4 | $241K | Hold |
2,026
| – | – | 0.11% | 143 |
|
|
2022
Q3 | $241K | Buy |
2,026
+34
| +2% | +$4.04K | 0.11% | 145 |
|
|
2022
Q2 | $281K | Buy |
1,992
+120
| +6% | +$16.9K | 0.15% | 117 |
|
|
2022
Q1 | $243K | Hold |
1,872
| – | – | 0.12% | 136 |
|
|
2021
Q4 | $250K | Sell |
1,872
-86
| -4% | -$11.5K | 0.13% | 131 |
|
|
2021
Q3 | $260K | Hold |
1,958
| – | – | 0.15% | 123 |
|
|
2021
Q2 | $264K | Sell |
1,958
-66
| -3% | -$8.9K | 0.15% | 126 |
|
|
2021
Q1 | $258K | Buy |
2,024
+101
| +5% | +$12.9K | 0.17% | 119 |
|
|
2020
Q4 | $231K | Sell |
1,923
-279
| -13% | -$33.5K | 0.17% | 111 |
|
|
2020
Q3 | $256K | Buy |
2,202
+160
| +8% | +$18.6K | 0.26% | 90 |
|
|
2020
Q2 | $234K | Sell |
2,042
-142
| -7% | -$16.3K | 0.27% | 88 |
|
|
2020
Q1 | $235K | Sell |
2,184
-203
| -9% | -$21.8K | 0.24% | 82 |
|
|
2019
Q4 | $306K | Buy |
+2,387
| New | +$306K | 0.29% | 81 |
|