Northern 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 | $2.08M | Buy |
7,061
+7
| +0.1% | +$2.06K | 1.56% | 18 |
|
|
2025
Q1 | $1.75M | Buy |
7,054
+83
| +1% | +$20.6K | 1.45% | 16 |
|
|
2024
Q4 | $1.53M | Sell |
6,971
-844
| -11% | -$186K | 1.22% | 23 |
|
|
2024
Q3 | $1.73M | Buy |
7,815
+50
| +0.6% | +$11.1K | 1.31% | 24 |
|
|
2024
Q2 | $1.34M | Buy |
7,765
+457
| +6% | +$79K | 1.08% | 29 |
|
|
2024
Q1 | $1.4M | Sell |
7,308
-11
| -0.2% | -$2.1K | 1.09% | 27 |
|
|
2023
Q4 | $1.2M | Buy |
7,319
+900
| +14% | +$147K | 1.01% | 28 |
|
|
2023
Q3 | $901K | Buy |
6,419
+423
| +7% | +$59.4K | 0.82% | 41 |
|
|
2023
Q2 | $782K | Sell |
5,996
-190
| -3% | -$24.8K | 0.69% | 46 |
|
|
2023
Q1 | $811K | Sell |
6,186
-730
| -11% | -$95.7K | 0.76% | 44 |
|
|
2022
Q4 | $974K | Buy |
+6,916
| New | +$974K | 1.1% | 35 |
|