New England Capital Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $133K | Hold |
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|
2025
Q2 | $138K | Buy |
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|
2025
Q1 | $105K | Buy |
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|
2024
Q4 | $92.6K | Hold |
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|
2024
Q3 | $93.1K | Hold |
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|
2024
Q2 | $72.8K | Hold |
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|
2024
Q1 | $80.4K | Buy |
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|
2023
Q4 | $64.2K | Hold |
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|
2023
Q3 | $55.1K | Hold |
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|
2023
Q2 | $52.5K | Hold |
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|
2023
Q1 | $51.5K | Hold |
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|
2022
Q4 | $55.5K | Buy |
|