KKM Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
16,935
+4,121
| +32% | +$1.21M | 1.74% | 12 |
|
|
2025
Q1 | $3.19M | Sell |
12,814
-1,845
| -13% | -$459K | 1.35% | 21 |
|
|
2024
Q4 | $3.22M | Buy |
14,659
+686
| +5% | +$151K | 1.34% | 21 |
|
|
2024
Q3 | $3.09M | Buy |
13,973
+863
| +7% | +$191K | 1.53% | 18 |
|
|
2024
Q2 | $2.26M | Buy |
13,110
+265
| +2% | +$45.7K | 1.07% | 35 |
|
|
2024
Q1 | $2.45M | Buy |
12,845
+711
| +6% | +$136K | 1.2% | 29 |
|
|
2023
Q4 | $1.98M | Buy |
+12,134
| New | +$1.98M | 1.25% | 29 |
|