LJI Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Hold |
1,102
| – | – | 0.06% | 137 |
|
|
2025
Q1 | $274K | Sell |
1,102
-202
| -15% | -$50.2K | 0.05% | 140 |
|
|
2024
Q4 | $287K | Buy |
1,304
+214
| +20% | +$47.1K | 0.06% | 136 |
|
|
2024
Q3 | $241K | Buy |
+1,090
| New | +$241K | 0.05% | 167 |
|
|
2024
Q2 | – | Sell |
-1,090
| Closed | -$208K | – | 188 |
|
|
2024
Q1 | $208K | Buy |
+1,090
| New | +$208K | 0.05% | 142 |
|