Keynote Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
3,786
-155
| -4% | -$45.7K | 0.75% | 41 |
|
|
2025
Q1 | $980K | Buy |
3,941
+75
| +2% | +$18.6K | 0.7% | 43 |
|
|
2024
Q4 | $850K | Buy |
3,866
+25
| +0.7% | +$5.5K | 0.65% | 45 |
|
|
2024
Q3 | $849K | Sell |
3,841
-20
| -0.5% | -$4.42K | 0.65% | 46 |
|
|
2024
Q2 | $668K | Buy |
3,861
+37
| +1% | +$6.4K | 0.56% | 54 |
|
|
2024
Q1 | $730K | Buy |
+3,824
| New | +$730K | 0.61% | 53 |
|