MBA Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
5,372
-142
| -3% | -$41.9K | 0.73% | 30 |
|
|
2025
Q1 | $1.37M | Sell |
5,514
-93
| -2% | -$23.1K | 0.68% | 33 |
|
|
2024
Q4 | $1.23M | Buy |
5,607
+33
| +0.6% | +$7.25K | 0.62% | 36 |
|
|
2024
Q3 | $1.23M | Sell |
5,574
-38
| -0.7% | -$8.4K | 0.59% | 42 |
|
|
2024
Q2 | $971K | Buy |
5,612
+223
| +4% | +$38.6K | 0.5% | 49 |
|
|
2024
Q1 | $1.03M | Buy |
5,389
+191
| +4% | +$36.5K | 0.53% | 50 |
|
|
2023
Q4 | $850K | Sell |
5,198
-205
| -4% | -$33.5K | 0.47% | 55 |
|
|
2023
Q3 | $758K | Sell |
5,403
-901
| -14% | -$126K | 0.47% | 50 |
|
|
2023
Q2 | $844K | Buy |
6,304
+1
| +0% | +$134 | 0.5% | 49 |
|
|
2023
Q1 | $826K | Hold |
6,303
| – | – | 0.51% | 52 |
|
|
2022
Q4 | $888K | Buy |
6,303
+78
| +1% | +$11K | 0.58% | 47 |
|
|
2022
Q3 | $740K | Sell |
6,225
-193
| -3% | -$22.9K | 0.54% | 50 |
|
|
2022
Q2 | $906K | Buy |
6,418
+606
| +10% | +$85.5K | 0.62% | 42 |
|
|
2022
Q1 | $756K | Buy |
5,812
+67
| +1% | +$8.72K | 0.47% | 58 |
|
|
2021
Q4 | $768K | Sell |
5,745
-79
| -1% | -$10.6K | 0.48% | 59 |
|
|
2021
Q3 | $774K | Buy |
5,824
+138
| +2% | +$18.3K | 0.57% | 47 |
|
|
2021
Q2 | $797 | Buy |
5,686
+5
| +0.1% | +$1 | 0.37% | 45 |
|
|
2021
Q1 | $724 | Buy |
+5,681
| New | +$724 | 0.4% | 50 |
|