Peterson Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $237K | Buy |
+1,070
| New | +$237K | 0.91% | 32 |
|
|
2023
Q1 | – | Sell |
-6,111
| Closed | -$861K | – | 43 |
|
|
2022
Q4 | $861K | Sell |
6,111
-2,937
| -32% | -$414K | 1.14% | 38 |
|
|
2022
Q3 | $1.08M | Sell |
9,048
-2,414
| -21% | -$287K | 1.05% | 44 |
|
|
2022
Q2 | $1.62M | Buy |
11,462
+692
| +6% | +$97.7K | 1.52% | 30 |
|
|
2022
Q1 | $1.4M | Buy |
10,770
+801
| +8% | +$104K | 1.16% | 40 |
|
|
2021
Q4 | $1.33M | Buy |
+9,969
| New | +$1.33M | 1.09% | 38 |
|