Naviter Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
9,739
-859
| -8% | -$253K | 0.35% | 72 |
|
|
2025
Q1 | $2.59M | Buy |
10,598
+69
| +0.7% | +$16.8K | 0.31% | 80 |
|
|
2024
Q4 | $2.31M | Buy |
10,529
+552
| +6% | +$121K | 0.28% | 94 |
|
|
2024
Q3 | $2.21M | Sell |
9,977
-149
| -1% | -$32.9K | 0.31% | 89 |
|
|
2024
Q2 | $1.75M | Buy |
10,126
+1,277
| +14% | +$221K | 0.26% | 113 |
|
|
2024
Q1 | $1.69M | Buy |
8,849
+975
| +12% | +$186K | 0.28% | 105 |
|
|
2023
Q4 | $1.29M | Buy |
7,874
+1,321
| +20% | +$216K | 0.26% | 104 |
|
|
2023
Q3 | $919K | Buy |
6,553
+274
| +4% | +$38.4K | 0.22% | 112 |
|
|
2023
Q2 | $840K | Buy |
6,279
+1,410
| +29% | +$189K | 0.21% | 123 |
|
|
2023
Q1 | $638K | Buy |
4,869
+739
| +18% | +$96.9K | 0.22% | 126 |
|
|
2022
Q4 | $584K | Buy |
4,130
+635
| +18% | +$89.8K | 0.16% | 139 |
|
|
2022
Q3 | $415K | Buy |
3,495
+416
| +14% | +$49.4K | 0.17% | 140 |
|
|
2022
Q2 | $435K | Buy |
+3,079
| New | +$435K | 0.18% | 131 |
|