LMG Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
3,357
+14
| +0.4% | +$4.13K | 0.2% | 92 |
|
|
2025
Q1 | $831K | Sell |
3,343
-26
| -0.8% | -$6.47K | 0.19% | 88 |
|
|
2024
Q4 | $741K | Buy |
3,369
+30
| +0.9% | +$6.6K | 0.16% | 91 |
|
|
2024
Q3 | $738K | Sell |
3,339
-156
| -4% | -$34.5K | 0.17% | 85 |
|
|
2024
Q2 | $604K | Buy |
3,495
+4
| +0.1% | +$692 | 0.15% | 87 |
|
|
2024
Q1 | $667K | Buy |
3,491
+52
| +2% | +$9.93K | 0.17% | 87 |
|
|
2023
Q4 | $562K | Sell |
3,439
-145
| -4% | -$23.7K | 0.16% | 72 |
|
|
2023
Q3 | $503K | Buy |
3,584
+90
| +3% | +$12.6K | 0.15% | 73 |
|
|
2023
Q2 | $468K | Sell |
3,494
-3,925
| -53% | -$525K | 0.14% | 75 |
|
|
2023
Q1 | $973K | Buy |
7,419
+55
| +0.7% | +$7.21K | 0.31% | 63 |
|
|
2022
Q4 | $1.07M | Buy |
+7,364
| New | +$1.07M | 0.35% | 56 |
|