KPP Advisory 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 | $600K | Buy |
2,035
+16
| +0.8% | +$4.72K | 0.1% | 169 |
|
|
2025
Q1 | $502K | Sell |
2,019
-1
| -0% | -$249 | 0.1% | 177 |
|
|
2024
Q4 | $444K | Sell |
2,020
-148
| -7% | -$32.5K | 0.1% | 154 |
|
|
2024
Q3 | $479K | Buy |
2,168
+121
| +6% | +$26.8K | 0.12% | 147 |
|
|
2024
Q2 | $354K | Hold |
2,047
| – | – | 0.09% | 164 |
|
|
2024
Q1 | $391K | Sell |
2,047
-44
| -2% | -$8.4K | 0.11% | 153 |
|
|
2023
Q4 | $342K | Sell |
2,091
-596
| -22% | -$97.5K | 0.3% | 85 |
|
|
2023
Q3 | $377K | Buy |
+2,687
| New | +$377K | 0.12% | 123 |
|