Narus Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
2,430
+42
| +2% | +$12.4K | 0.22% | 71 |
|
|
2025
Q1 | $594K | Buy |
2,388
+150
| +7% | +$37.3K | 0.2% | 71 |
|
|
2024
Q4 | $492K | Buy |
2,238
+175
| +8% | +$38.5K | 0.17% | 80 |
|
|
2024
Q3 | $456K | Buy |
2,063
+77
| +4% | +$17K | 0.16% | 86 |
|
|
2024
Q2 | $343K | Buy |
1,986
+7
| +0.4% | +$1.21K | 0.14% | 103 |
|
|
2024
Q1 | $378K | Buy |
1,979
+153
| +8% | +$29.2K | 0.16% | 93 |
|
|
2023
Q4 | $299K | Buy |
1,826
+242
| +15% | +$39.6K | 0.14% | 100 |
|
|
2023
Q3 | $222K | Buy |
1,584
+55
| +4% | +$7.72K | 0.11% | 118 |
|
|
2023
Q2 | $205K | Buy |
+1,529
| New | +$205K | 0.11% | 116 |
|
|
2021
Q1 | $250K | Buy |
+1,962
| New | +$250K | 0.15% | 88 |
|
|
2019
Q4 | $307K | Sell |
2,394
-1,061
| -31% | -$136K | 0.21% | 53 |
|
|
2019
Q3 | $480K | Sell |
3,455
-9
| -0.3% | -$1.25K | 0.35% | 34 |
|
|
2019
Q2 | $457K | Buy |
+3,464
| New | +$457K | 0.35% | 34 |
|
|
2017
Q3 | $522K | Buy |
3,764
+82
| +2% | +$11.4K | 0.46% | 33 |
|
|
2017
Q2 | $541K | Sell |
3,682
-202
| -5% | -$29.7K | 0.5% | 28 |
|
|
2017
Q1 | $647K | Buy |
3,884
+36
| +0.9% | +$6K | 0.63% | 24 |
|
|
2016
Q4 | $611K | Buy |
+3,848
| New | +$611K | 0.64% | 25 |
|