LifeSteps 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 | $380K | Buy |
1,291
+2
| +0.2% | +$589 | 0.26% | 61 |
|
|
2025
Q1 | $320K | Buy |
1,289
+3
| +0.2% | +$746 | 0.26% | 64 |
|
|
2024
Q4 | $283K | Buy |
1,286
+2
| +0.2% | +$440 | 0.22% | 67 |
|
|
2024
Q3 | $284K | Buy |
1,284
+3
| +0.2% | +$663 | 0.22% | 69 |
|
|
2024
Q2 | $222K | Buy |
1,281
+3
| +0.2% | +$519 | 0.18% | 75 |
|
|
2024
Q1 | $244K | Buy |
1,278
+3
| +0.2% | +$573 | 0.18% | 73 |
|
|
2023
Q4 | $208K | Buy |
+1,275
| New | +$208K | 0.18% | 78 |
|