Kowal Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $503K | Buy |
2,273
+134
| +6% | +$29.6K | 0.09% | 116 |
|
|
2024
Q2 | $370K | Buy |
2,139
+25
| +1% | +$4.33K | 0.07% | 124 |
|
|
2024
Q1 | $404K | Buy |
2,114
+110
| +5% | +$21K | 0.09% | 112 |
|
|
2023
Q4 | $328K | Buy |
2,004
+64
| +3% | +$10.5K | 0.08% | 118 |
|
|
2023
Q3 | $272K | Buy |
1,940
+148
| +8% | +$20.8K | 0.07% | 121 |
|
|
2023
Q2 | $240K | Sell |
1,792
-848
| -32% | -$113K | 0.06% | 143 |
|
|
2023
Q1 | $346K | Buy |
2,640
+906
| +52% | +$119K | 0.1% | 102 |
|
|
2022
Q4 | $244K | Sell |
1,734
-606
| -26% | -$85.4K | 0.07% | 134 |
|
|
2022
Q3 | $278K | Buy |
2,340
+200
| +9% | +$23.8K | 0.09% | 110 |
|
|
2022
Q2 | $302K | Buy |
2,140
+307
| +17% | +$43.3K | 0.1% | 104 |
|
|
2022
Q1 | $238K | Buy |
1,833
+23
| +1% | +$2.99K | 0.07% | 112 |
|
|
2021
Q4 | $242K | Buy |
1,810
+1,146
| +173% | +$153K | 0.07% | 97 |
|
|
2021
Q3 | $88K | Buy |
+664
| New | +$88K | 0.03% | 170 |
|