M. Kulyk & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $386K | Buy |
1,310
+1
| +0.1% | +$295 | 0.08% | 72 |
|
2025
Q1 | $326K | Sell |
1,309
-16
| -1% | -$3.98K | 0.07% | 72 |
|
2024
Q4 | $291K | Sell |
1,325
-263
| -17% | -$57.8K | 0.06% | 83 |
|
2024
Q3 | $351K | Hold |
1,588
| – | – | 0.07% | 82 |
|
2024
Q2 | $275K | Buy |
1,588
+12
| +0.8% | +$2.08K | 0.06% | 90 |
|
2024
Q1 | $301K | Buy |
1,576
+116
| +8% | +$22.2K | 0.07% | 86 |
|
2023
Q4 | $239K | Buy |
+1,460
| New | +$239K | 0.06% | 96 |
|
2022
Q4 | – | Sell |
-1,962
| Closed | -$233K | – | 102 |
|
2022
Q3 | $233K | Hold |
1,962
| – | – | 0.08% | 91 |
|
2022
Q2 | $277K | Hold |
1,962
| – | – | 0.09% | 83 |
|
2022
Q1 | $255K | Sell |
1,962
-368
| -16% | -$47.8K | 0.07% | 91 |
|
2021
Q4 | $311K | Buy |
+2,330
| New | +$311K | 0.08% | 79 |
|