Patrick M. Sweeney & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Hold |
2,315
| – | – | 0.46% | 51 |
|
|
2025
Q1 | $576K | Buy |
2,315
+1
| +0% | +$249 | 0.43% | 65 |
|
|
2024
Q4 | $509K | Buy |
2,314
+5
| +0.2% | +$1.1K | 0.38% | 67 |
|
|
2024
Q3 | $510K | Sell |
2,309
-5
| -0.2% | -$1.11K | 0.38% | 71 |
|
|
2024
Q2 | $393K | Buy |
2,314
+156
| +7% | +$26.5K | 0.32% | 75 |
|
|
2024
Q1 | $412K | Buy |
2,158
+100
| +5% | +$19.1K | 0.34% | 79 |
|
|
2023
Q4 | $337K | Buy |
+2,058
| New | +$337K | 0.31% | 79 |
|