Professional Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
1,186
| – | – | 0.08% | 90 |
|
|
2025
Q1 | $295K | Hold |
1,186
| – | – | 0.07% | 90 |
|
|
2024
Q4 | $261K | Buy |
1,186
+7
| +0.6% | +$1.54K | 0.07% | 95 |
|
|
2024
Q3 | $261K | Buy |
1,179
+7
| +0.6% | +$1.55K | 0.07% | 95 |
|
|
2024
Q2 | $203K | Hold |
1,172
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $224K | Buy |
+1,172
| New | +$224K | 0.06% | 97 |
|
|
2022
Q4 | – | Sell |
-1,172
| Closed | -$139K | – | 248 |
|
|
2022
Q3 | $139K | Hold |
1,172
| – | – | 0.09% | 87 |
|
|
2022
Q2 | $165K | Hold |
1,172
| – | – | 0.09% | 82 |
|
|
2022
Q1 | $152K | Hold |
1,172
| – | – | 0.07% | 85 |
|
|
2021
Q4 | $157K | Sell |
1,172
-54
| -4% | -$7.23K | 0.07% | 107 |
|
|
2021
Q3 | $163K | Hold |
1,226
| – | – | 0.09% | 92 |
|
|
2021
Q2 | $171K | Buy |
1,226
+180
| +17% | +$25.1K | 0.09% | 96 |
|
|
2021
Q1 | $133K | Hold |
1,046
| – | – | 0.08% | 97 |
|
|
2020
Q4 | $126K | Hold |
1,046
| – | – | 0.1% | 88 |
|
|
2020
Q3 | $112K | Buy |
+1,046
| New | +$112K | 0.1% | 91 |
|