McClarren Financial 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 | – | Sell |
-842
| Closed | -$107K | – | 176 |
|
|
2025
Q1 | $107K | Buy |
+842
| New | +$107K | 0.07% | 97 |
|
|
2024
Q4 | – | Sell |
-564
| Closed | -$43 | – | 251 |
|
|
2024
Q3 | $43 | Buy |
564
+219
| +63% | +$17 | 0.01% | 126 |
|
|
2024
Q2 | $58K | Buy |
345
+8
| +2% | +$1.35K | 0.04% | 137 |
|
|
2024
Q1 | $65K | Buy |
337
+3
| +0.9% | +$579 | 0.05% | 126 |
|
|
2023
Q4 | $55K | Buy |
334
+4
| +1% | +$659 | 0.04% | 150 |
|
|
2023
Q3 | $46K | Hold |
330
| – | – | 0.04% | 151 |
|
|
2023
Q2 | $44K | Sell |
330
-3
| -0.9% | -$400 | 0.04% | 160 |
|
|
2023
Q1 | $43K | Buy |
333
+3
| +0.9% | +$387 | 0.04% | 153 |
|
|
2022
Q4 | $46K | Buy |
330
+4
| +1% | +$558 | 0.04% | 156 |
|
|
2022
Q3 | $38K | Buy |
+326
| New | +$38K | 0.04% | 159 |
|
|
2022
Q2 | – | Sell |
-341
| Closed | -$44K | – | 127 |
|
|
2022
Q1 | $44K | Buy |
341
+3
| +0.9% | +$387 | 0.03% | 134 |
|
|
2021
Q4 | $45K | Sell |
338
-132
| -28% | -$17.6K | 0.03% | 149 |
|
|
2021
Q3 | $62K | Buy |
470
+6
| +1% | +$791 | 0.05% | 102 |
|
|
2021
Q2 | $65K | Buy |
464
+127
| +38% | +$17.8K | 0.05% | 102 |
|
|
2021
Q1 | $43K | Sell |
337
-55
| -14% | -$7.02K | 0.04% | 115 |
|
|
2020
Q4 | $46K | Buy |
+392
| New | +$46K | 0.04% | 102 |
|