Northwest 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 | $597K | Sell |
2,026
-1,901
| -48% | -$560K | 0.83% | 35 |
|
|
2025
Q1 | $977K | Buy |
3,927
+361
| +10% | +$89.8K | 0.81% | 31 |
|
|
2024
Q4 | $784K | Buy |
3,566
+16
| +0.5% | +$3.52K | 0.65% | 41 |
|
|
2024
Q3 | $785K | Buy |
3,550
+1,270
| +56% | +$281K | 0.62% | 37 |
|
|
2024
Q2 | $394K | Buy |
2,280
+77
| +3% | +$13.3K | 0.4% | 60 |
|
|
2024
Q1 | $421K | Sell |
2,203
-56
| -2% | -$10.7K | 0.46% | 55 |
|
|
2023
Q4 | $369K | Buy |
+2,259
| New | +$369K | 0.31% | 58 |
|