Lockerman 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 | $240K | Buy |
+813
| New | +$240K | 0.32% | 109 |
|
|
2024
Q3 | – | Sell |
-1,273
| Closed | -$220K | – | 104 |
|
|
2024
Q2 | $220K | Buy |
1,273
+6
| +0.5% | +$1.04K | 0.4% | 96 |
|
|
2024
Q1 | $242K | Buy |
1,267
+6
| +0.5% | +$1.15K | 0.46% | 84 |
|
|
2023
Q4 | $206K | Buy |
+1,261
| New | +$206K | 0.48% | 84 |
|