New England Capital Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
470
+48
| +11% | +$14.1K | 0.06% | 70 |
|
|
2025
Q1 | $105K | Buy |
422
+1
| +0.2% | +$248 | 0.05% | 77 |
|
|
2024
Q4 | $92.6K | Hold |
421
| – | – | 0.05% | 86 |
|
|
2024
Q3 | $93.1K | Hold |
421
| – | – | 0.05% | 82 |
|
|
2024
Q2 | $72.8K | Hold |
421
| – | – | 0.04% | 88 |
|
|
2024
Q1 | $80.4K | Buy |
421
+28
| +7% | +$5.35K | 0.05% | 83 |
|
|
2023
Q4 | $64.2K | Hold |
393
| – | – | 0.04% | 101 |
|
|
2023
Q3 | $55.1K | Hold |
393
| – | – | 0.04% | 104 |
|
|
2023
Q2 | $52.5K | Hold |
393
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $51.5K | Hold |
393
| – | – | 0.04% | 114 |
|
|
2022
Q4 | $55.5K | Buy |
+393
| New | +$55.5K | 0.04% | 112 |
|