Personal CFO Solutions’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
4,812
-1,692
| -26% | -$499K | 0.26% | 75 |
|
|
2025
Q1 | $1.62M | Buy |
6,504
+1,035
| +19% | +$257K | 0.33% | 60 |
|
|
2024
Q4 | $1.2M | Buy |
5,469
+114
| +2% | +$25.1K | 0.24% | 83 |
|
|
2024
Q3 | $1.18M | Buy |
5,355
+76
| +1% | +$16.8K | 0.17% | 114 |
|
|
2024
Q2 | $913K | Buy |
5,279
+44
| +0.8% | +$7.61K | 0.14% | 139 |
|
|
2024
Q1 | $1,000K | Sell |
5,235
-713
| -12% | -$136K | 0.16% | 130 |
|
|
2023
Q4 | $973K | Buy |
5,948
+1,441
| +32% | +$236K | 0.17% | 123 |
|
|
2023
Q3 | $632K | Buy |
4,507
+17
| +0.4% | +$2.39K | 0.13% | 156 |
|
|
2023
Q2 | $601K | Sell |
4,490
-1,798
| -29% | -$241K | 0.12% | 167 |
|
|
2023
Q1 | $824K | Sell |
6,288
-33
| -0.5% | -$4.33K | 0.17% | 114 |
|
|
2022
Q4 | $891K | Buy |
6,321
+589
| +10% | +$83K | 0.19% | 102 |
|
|
2022
Q3 | $681K | Buy |
5,732
+224
| +4% | +$26.6K | 0.17% | 117 |
|
|
2022
Q2 | $778K | Buy |
5,508
+234
| +4% | +$33.1K | 0.18% | 96 |
|
|
2022
Q1 | $686K | Sell |
5,274
-1,626
| -24% | -$211K | 0.14% | 144 |
|
|
2021
Q4 | $922K | Sell |
6,900
-264
| -4% | -$35.3K | 0.17% | 119 |
|
|
2021
Q3 | $952K | Buy |
7,164
+2,931
| +69% | +$389K | 0.2% | 110 |
|
|
2021
Q2 | $593K | Sell |
4,233
-1,683
| -28% | -$236K | 0.12% | 163 |
|
|
2021
Q1 | $754K | Buy |
5,916
+401
| +7% | +$51.1K | 0.16% | 118 |
|
|
2020
Q4 | $664K | Sell |
5,515
-5,670
| -51% | -$683K | 0.16% | 114 |
|
|
2020
Q3 | $1K | Buy |
11,185
+2,235
| +25% | +$200 | 0.33% | 82 |
|
|
2020
Q2 | $1.03M | Buy |
8,950
+451
| +5% | +$52.1K | 0.31% | 75 |
|
|
2020
Q1 | $901K | Sell |
8,499
-1,545
| -15% | -$164K | 0.32% | 71 |
|
|
2019
Q4 | $1.29M | Buy |
10,044
+309
| +3% | +$39.6K | 0.37% | 57 |
|
|
2019
Q3 | $1.36M | Buy |
+9,735
| New | +$1.36M | 0.54% | 34 |
|