Matrix Private Capital 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 | $1.29M | Sell |
4,393
-24
| -0.5% | -$7.08K | 0.76% | 30 |
|
|
2025
Q1 | $1.1M | Hold |
4,417
| – | – | 0.66% | 31 |
|
|
2024
Q4 | $971K | Hold |
4,417
| – | – | 0.55% | 34 |
|
|
2024
Q3 | $977K | Hold |
4,417
| – | – | 0.56% | 35 |
|
|
2024
Q2 | $764K | Buy |
4,417
+24
| +0.5% | +$4.15K | 0.48% | 40 |
|
|
2024
Q1 | $839K | Hold |
4,393
| – | – | 0.57% | 36 |
|
|
2023
Q4 | $718K | Hold |
4,393
| – | – | 0.54% | 36 |
|
|
2023
Q3 | $616K | Hold |
4,393
| – | – | 0.46% | 42 |
|
|
2023
Q2 | $588K | Hold |
4,393
| – | – | 0.43% | 46 |
|
|
2023
Q1 | $576K | Buy |
4,393
+14
| +0.3% | +$1.84K | 0.4% | 48 |
|
|
2022
Q4 | $617K | Sell |
4,379
-24
| -0.5% | -$3.38K | 0.4% | 58 |
|
|
2022
Q3 | $523K | Sell |
4,403
-40
| -0.9% | -$4.75K | 0.35% | 58 |
|
|
2022
Q2 | $627K | Buy |
4,443
+61
| +1% | +$8.61K | 0.36% | 65 |
|
|
2022
Q1 | $570K | Buy |
4,382
+4
| +0.1% | +$520 | 0.28% | 73 |
|
|
2021
Q4 | $585K | Sell |
4,378
-155
| -3% | -$20.7K | 0.28% | 80 |
|
|
2021
Q3 | $602K | Buy |
4,533
+34
| +0.8% | +$4.52K | 0.32% | 72 |
|
|
2021
Q2 | $630K | Sell |
4,499
-840
| -16% | -$118K | 0.34% | 68 |
|
|
2021
Q1 | $680K | Buy |
5,339
+828
| +18% | +$105K | 0.41% | 64 |
|
|
2020
Q4 | $543K | Hold |
4,511
| – | – | 0.39% | 69 |
|
|
2020
Q3 | $525K | Hold |
4,511
| – | – | 0.53% | 57 |
|
|
2020
Q2 | $521K | Sell |
4,511
-102
| -2% | -$11.8K | 0.57% | 48 |
|
|
2020
Q1 | $489K | Buy |
4,613
+30
| +0.7% | +$3.18K | 0.69% | 43 |
|
|
2019
Q4 | $587K | Buy |
+4,583
| New | +$587K | 0.62% | 49 |
|