Newton One Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
351
+2
| +0.6% | +$590 | 0.03% | 54 |
|
|
2025
Q1 | $86.8K | Buy |
349
+2
| +0.6% | +$498 | 0.03% | 54 |
|
|
2024
Q4 | $76.3K | Buy |
+347
| New | +$76.3K | 0.03% | 57 |
|
|
2024
Q3 | – | Sell |
-342
| Closed | -$59.1K | – | 69 |
|
|
2024
Q2 | $59.1K | Buy |
342
+4
| +1% | +$691 | 0.03% | 60 |
|
|
2024
Q1 | $64.6K | Buy |
338
+61
| +22% | +$11.7K | 0.03% | 59 |
|
|
2023
Q4 | $45.3K | Buy |
+277
| New | +$45.3K | 0.02% | 66 |
|