Legacy Capital Group California’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
12,127
+8,089
| +200% | +$2.38M | 0.99% | 15 |
|
|
2025
Q1 | $1M | Sell |
4,038
-40
| -1% | -$9.95K | 0.35% | 60 |
|
|
2024
Q4 | $896K | Sell |
4,078
-28
| -0.7% | -$6.16K | 0.27% | 88 |
|
|
2024
Q3 | $908K | Sell |
4,106
-279
| -6% | -$61.7K | 0.3% | 88 |
|
|
2024
Q2 | $758K | Buy |
4,385
+40
| +0.9% | +$6.92K | 0.27% | 108 |
|
|
2024
Q1 | $830K | Sell |
4,345
-134
| -3% | -$25.6K | 0.31% | 104 |
|
|
2023
Q4 | $733K | Sell |
4,479
-20
| -0.4% | -$3.27K | 0.28% | 111 |
|
|
2023
Q3 | $631K | Buy |
4,499
+15
| +0.3% | +$2.11K | 0.27% | 111 |
|
|
2023
Q2 | $600K | Buy |
4,484
+124
| +3% | +$16.6K | 0.25% | 118 |
|
|
2023
Q1 | $572K | Buy |
+4,360
| New | +$572K | 0.28% | 109 |
|