Milestone Asset 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 | $1.91M | Buy |
6,463
+1,867
| +41% | +$550K | 0.4% | 49 |
|
|
2025
Q1 | $1.14M | Sell |
4,596
-8,634
| -65% | -$2.15M | 0.24% | 81 |
|
|
2024
Q4 | $2.91M | Buy |
13,230
+4,659
| +54% | +$1.02M | 0.64% | 40 |
|
|
2024
Q3 | $1.89M | Sell |
8,571
-6,222
| -42% | -$1.38M | 0.43% | 49 |
|
|
2024
Q2 | $2.56M | Buy |
14,793
+3,479
| +31% | +$602K | 0.64% | 35 |
|
|
2024
Q1 | $2.16M | Buy |
+11,314
| New | +$2.16M | 0.62% | 40 |
|