Northstar Advisory Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
3,290
+735
| +29% | +$217K | 0.47% | 49 |
|
|
2025
Q1 | $635K | Buy |
2,555
+1
| +0% | +$249 | 0.42% | 53 |
|
|
2024
Q4 | $561K | Sell |
2,554
-195
| -7% | -$42.9K | 0.29% | 64 |
|
|
2024
Q3 | $608K | Sell |
2,749
-41
| -1% | -$9.06K | 0.32% | 63 |
|
|
2024
Q2 | $483K | Sell |
2,790
-31
| -1% | -$5.36K | 0.28% | 62 |
|
|
2024
Q1 | $469K | Buy |
2,821
+40
| +1% | +$6.65K | 0.28% | 60 |
|
|
2023
Q4 | $455K | Buy |
2,781
+1
| +0% | +$164 | 0.27% | 58 |
|
|
2023
Q3 | $390K | Buy |
2,780
+23
| +0.8% | +$3.23K | 0.28% | 62 |
|
|
2023
Q2 | $369K | Sell |
2,757
-37
| -1% | -$4.95K | 0.24% | 63 |
|
|
2023
Q1 | $366K | Sell |
2,794
-158
| -5% | -$20.7K | 0.27% | 60 |
|
|
2022
Q4 | $416K | Sell |
2,952
-153
| -5% | -$21.6K | 0.33% | 61 |
|
|
2022
Q3 | $369K | Buy |
3,105
+40
| +1% | +$4.75K | 0.33% | 57 |
|
|
2022
Q2 | $433K | Buy |
3,065
+37
| +1% | +$5.23K | 0.32% | 45 |
|
|
2022
Q1 | $394K | Buy |
3,028
+913
| +43% | +$119K | 0.25% | 77 |
|
|
2021
Q4 | $283K | Buy |
+2,115
| New | +$283K | 0.17% | 86 |
|