Olistico Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
4,135
+70
| +2% | +$20.6K | 0.68% | 31 |
|
|
2025
Q1 | $1.01M | Buy |
4,065
+325
| +9% | +$80.8K | 0.62% | 36 |
|
|
2024
Q4 | $822K | Buy |
3,740
+450
| +14% | +$98.9K | 0.48% | 39 |
|
|
2024
Q3 | $727K | Buy |
3,290
+1,025
| +45% | +$227K | 0.44% | 45 |
|
|
2024
Q2 | $392K | Sell |
2,265
-223
| -9% | -$38.6K | 0.25% | 77 |
|
|
2024
Q1 | $475K | Sell |
2,488
-900
| -27% | -$172K | 0.34% | 63 |
|
|
2023
Q4 | $554K | Hold |
3,388
| – | – | 0.43% | 53 |
|
|
2023
Q3 | $475K | Hold |
3,388
| – | – | 0.42% | 60 |
|
|
2023
Q2 | $453K | Hold |
3,388
| – | – | 0.39% | 62 |
|
|
2023
Q1 | $444K | Buy |
3,388
+275
| +9% | +$36.1K | 0.43% | 58 |
|
|
2022
Q4 | $439K | Buy |
+3,113
| New | +$439K | 0.47% | 60 |
|