Lyell 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 | $717K | Buy |
2,434
+528
| +28% | +$156K | 0.06% | 134 |
|
|
2025
Q1 | $474K | Hold |
1,906
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $419K | Hold |
1,906
| – | – | 0.04% | 150 |
|
|
2024
Q3 | $421K | Hold |
1,906
| – | – | 0.04% | 153 |
|
|
2024
Q2 | $330K | Sell |
1,906
-51
| -3% | -$8.82K | 0.03% | 161 |
|
|
2024
Q1 | $374K | Buy |
1,957
+51
| +3% | +$9.74K | 0.04% | 157 |
|
|
2023
Q4 | $312K | Buy |
+1,906
| New | +$312K | 0.04% | 160 |
|