Napa Wealth 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 | $1.52M | Buy |
+5,141
| New | +$1.52M | 0.72% | 41 |
|
|
2025
Q1 | – | Sell |
-5,107
| Closed | -$1.12M | – | 184 |
|
|
2024
Q4 | $1.12M | Buy |
+5,107
| New | +$1.12M | 0.49% | 51 |
|
|
2024
Q1 | – | Sell |
-17,071
| Closed | -$2.79M | – | 85 |
|
|
2023
Q4 | $2.79M | Buy |
+17,071
| New | +$2.79M | 1.52% | 12 |
|