Larson Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
18,047
+1,465
| +9% | +$432K | 0.21% | 98 |
|
|
2025
Q1 | $4.12M | Buy |
16,582
+596
| +4% | +$148K | 0.2% | 96 |
|
|
2024
Q4 | $3.51M | Buy |
15,986
+1,209
| +8% | +$266K | 0.18% | 100 |
|
|
2024
Q3 | $3.27M | Buy |
14,777
+5,755
| +64% | +$1.27M | 0.19% | 102 |
|
|
2024
Q2 | $1.56M | Buy |
9,022
+6,127
| +212% | +$1.06M | 0.11% | 158 |
|
|
2024
Q1 | $553K | Buy |
2,895
+491
| +20% | +$93.7K | 0.04% | 229 |
|
|
2023
Q4 | $393K | Sell |
2,404
-339
| -12% | -$55.4K | 0.03% | 250 |
|
|
2023
Q3 | $385K | Sell |
2,743
-722
| -21% | -$101K | 0.04% | 224 |
|
|
2023
Q2 | $464K | Buy |
3,465
+18
| +0.5% | +$2.41K | 0.05% | 199 |
|
|
2023
Q1 | $452K | Sell |
3,447
-1,206
| -26% | -$158K | 0.05% | 211 |
|
|
2022
Q4 | $656K | Buy |
4,653
+1,257
| +37% | +$177K | 0.08% | 173 |
|
|
2022
Q3 | $403K | Buy |
3,396
+805
| +31% | +$95.5K | 0.06% | 186 |
|
|
2022
Q2 | $366K | Buy |
2,591
+1,432
| +124% | +$202K | 0.06% | 125 |
|
|
2022
Q1 | $151K | Sell |
1,159
-50
| -4% | -$6.51K | 0.02% | 227 |
|
|
2021
Q4 | $162K | Sell |
1,209
-3,602
| -75% | -$483K | 0.03% | 213 |
|
|
2021
Q3 | $639K | Buy |
4,811
+3,801
| +376% | +$505K | 0.13% | 69 |
|
|
2021
Q2 | $142K | Buy |
1,010
+26
| +3% | +$3.66K | 0.03% | 157 |
|
|
2021
Q1 | $125K | Buy |
984
+1
| +0.1% | +$127 | 0.04% | 149 |
|
|
2020
Q4 | $118K | Hold |
983
| – | – | 0.04% | 126 |
|
|
2020
Q3 | $114K | Buy |
983
+1
| +0.1% | +$116 | 0.05% | 120 |
|
|
2020
Q2 | $113K | Buy |
982
+115
| +13% | +$13.2K | 0.05% | 123 |
|
|
2020
Q1 | $92K | Sell |
867
-28
| -3% | -$2.97K | 0.06% | 111 |
|
|
2019
Q4 | $115K | Sell |
895
-283
| -24% | -$36.4K | 0.07% | 100 |
|
|
2019
Q3 | $164K | Buy |
1,178
+182
| +18% | +$25.3K | 0.11% | 83 |
|
|
2019
Q2 | $131K | Buy |
996
+46
| +5% | +$6.05K | 0.1% | 71 |
|
|
2019
Q1 | $128K | Buy |
950
+9
| +1% | +$1.21K | 0.1% | 71 |
|
|
2018
Q4 | $102K | Buy |
+941
| New | +$102K | 0.09% | 77 |
|