Money Concepts Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
20,147
-170
| -0.8% | -$50.1K | 0.4% | 53 |
|
|
2025
Q1 | $5.05M | Sell |
20,317
-2,200
| -10% | -$547K | 0.38% | 60 |
|
|
2024
Q4 | $4.95M | Buy |
22,517
+47
| +0.2% | +$10.3K | 0.37% | 61 |
|
|
2024
Q3 | $4.97M | Sell |
22,470
-691
| -3% | -$153K | 0.38% | 59 |
|
|
2024
Q2 | $4.01M | Buy |
23,161
+1,001
| +5% | +$173K | 0.34% | 70 |
|
|
2024
Q1 | $4.23M | Sell |
22,160
-343
| -2% | -$65.5K | 0.39% | 66 |
|
|
2023
Q4 | $3.68M | Sell |
22,503
-242
| -1% | -$39.6K | 0.34% | 83 |
|
|
2023
Q3 | $3.19M | Buy |
22,745
+661
| +3% | +$92.7K | 0.33% | 88 |
|
|
2023
Q2 | $2.95M | Buy |
22,084
+1,047
| +5% | +$140K | 0.3% | 99 |
|
|
2023
Q1 | $2.76M | Sell |
21,037
-13,885
| -40% | -$1.82M | 0.15% | 121 |
|
|
2022
Q4 | $4.92M | Buy |
34,922
+9,827
| +39% | +$1.38M | 0.22% | 90 |
|
|
2022
Q3 | $2.98M | Buy |
25,095
+155
| +0.6% | +$18.4K | 0.18% | 108 |
|
|
2022
Q2 | $3.52M | Sell |
24,940
-5,484
| -18% | -$774K | 0.31% | 70 |
|
|
2022
Q1 | $3.96M | Buy |
30,424
+5,708
| +23% | +$742K | 0.22% | 93 |
|
|
2021
Q4 | $3.3M | Buy |
+24,716
| New | +$3.3M | 0.28% | 87 |
|
|
2021
Q1 | $3.36M | Buy |
26,377
+274
| +1% | +$34.9K | 0.27% | 89 |
|
|
2020
Q4 | $3.14M | Buy |
+26,103
| New | +$3.14M | 0.29% | 90 |
|