Perfromance Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
9,546
-252
| -3% | -$74.3K | 0.09% | 40 |
|
|
2025
Q1 | $2.44M | Buy |
9,798
+273
| +3% | +$67.9K | 0.09% | 38 |
|
|
2024
Q4 | $2.09M | Buy |
9,525
+24
| +0.3% | +$5.28K | 0.07% | 48 |
|
|
2024
Q3 | $2.1M | Buy |
9,501
+1,520
| +19% | +$336K | 0.07% | 45 |
|
|
2024
Q2 | $1.38M | Hold |
7,981
| – | – | 0.05% | 48 |
|
|
2024
Q1 | $1.52M | Buy |
7,981
+47
| +0.6% | +$8.98K | 0.06% | 57 |
|
|
2023
Q4 | $1.3M | Buy |
7,934
+1,531
| +24% | +$250K | 0.06% | 66 |
|
|
2023
Q3 | $898K | Sell |
6,403
-32
| -0.5% | -$4.49K | 0.04% | 78 |
|
|
2023
Q2 | $864K | Hold |
6,435
| – | – | 0.04% | 86 |
|
|
2023
Q1 | $844K | Buy |
6,435
+122
| +2% | +$16K | 0.04% | 85 |
|
|
2022
Q4 | $889K | Sell |
6,313
-102
| -2% | -$14.4K | 0.05% | 77 |
|
|
2022
Q3 | $762K | Hold |
6,415
| – | – | 0.04% | 78 |
|
|
2022
Q2 | $906K | Hold |
6,415
| – | – | 0.05% | 72 |
|
|
2022
Q1 | $834K | Hold |
6,415
| – | – | 0.04% | 82 |
|
|
2021
Q4 | $857K | Buy |
+6,415
| New | +$857K | 0.03% | 89 |
|