Kingswood Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Sell |
17,388
-90
| -0.5% | -$26.5K | 0.4% | 44 |
|
|
2025
Q1 | $4.35M | Buy |
17,478
+243
| +1% | +$60.5K | 0.4% | 47 |
|
|
2024
Q4 | $3.79M | Buy |
17,235
+1,739
| +11% | +$382K | 0.28% | 73 |
|
|
2024
Q3 | $3.43M | Buy |
15,496
+4,549
| +42% | +$1.01M | 0.24% | 97 |
|
|
2024
Q2 | $1.89M | Buy |
10,947
+955
| +10% | +$165K | 0.17% | 120 |
|
|
2024
Q1 | $1.91M | Sell |
9,992
-3,227
| -24% | -$616K | 0.22% | 110 |
|
|
2023
Q4 | $2.16M | Buy |
13,219
+6,166
| +87% | +$1.01M | 0.25% | 91 |
|
|
2023
Q3 | $990K | Buy |
7,053
+4,072
| +137% | +$571K | 0.17% | 143 |
|
|
2023
Q2 | $399K | Buy |
+2,981
| New | +$399K | 0.13% | 162 |
|