Peloton Wealth Strategists’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,752
| Closed | -$2.03M | – | 95 |
|
|
2024
Q2 | $2.03M | Sell |
11,752
-13
| -0.1% | -$2.25K | 0.84% | 44 |
|
|
2024
Q1 | $2.25M | Sell |
11,765
-325
| -3% | -$62.1K | 0.91% | 42 |
|
|
2023
Q4 | $1.98M | Sell |
12,090
-900
| -7% | -$147K | 0.86% | 45 |
|
|
2023
Q3 | $1.82M | Sell |
12,990
-185
| -1% | -$25.9K | 0.84% | 46 |
|
|
2023
Q2 | $1.76M | Sell |
13,175
-75
| -0.6% | -$10K | 0.78% | 49 |
|
|
2023
Q1 | $1.74M | Hold |
13,250
| – | – | 0.79% | 47 |
|
|
2022
Q4 | $1.87M | Sell |
13,250
-100
| -0.7% | -$14.1K | 0.9% | 44 |
|
|
2022
Q3 | $1.59M | Buy |
13,350
+100
| +0.8% | +$11.9K | 0.83% | 47 |
|
|
2022
Q2 | $1.87M | Buy |
13,250
+325
| +3% | +$45.9K | 0.91% | 46 |
|
|
2022
Q1 | $1.68M | Buy |
12,925
+4,810
| +59% | +$626K | 0.7% | 51 |
|
|
2021
Q4 | $1.09M | Buy |
8,115
+861
| +12% | +$115K | 0.43% | 63 |
|
|
2021
Q3 | $963K | Buy |
+7,254
| New | +$963K | 0.39% | 64 |
|