Proficio Capital 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 | $1.35M | Buy |
4,577
+242
| +6% | +$71.3K | 0.08% | 131 |
|
|
2025
Q1 | $1.08M | Buy |
4,335
+1,649
| +61% | +$410K | 0.08% | 127 |
|
|
2024
Q4 | $591K | Buy |
2,686
+1,206
| +81% | +$265K | 0.05% | 167 |
|
|
2024
Q3 | $327K | Sell |
1,480
-645
| -30% | -$143K | 0.03% | 202 |
|
|
2024
Q2 | $368K | Buy |
2,125
+51
| +2% | +$8.82K | 0.04% | 215 |
|
|
2024
Q1 | $396K | Buy |
2,074
+96
| +5% | +$18.3K | 0.04% | 201 |
|
|
2023
Q4 | $323K | Buy |
1,978
+315
| +19% | +$51.5K | 0.04% | 210 |
|
|
2023
Q3 | $233K | Buy |
+1,663
| New | +$233K | 0.03% | 261 |
|
|
2023
Q2 | – | Sell |
-1,582
| Closed | -$207K | – | 304 |
|
|
2023
Q1 | $207K | Sell |
1,582
-267
| -14% | -$35K | 0.03% | 270 |
|
|
2022
Q4 | $260K | Buy |
+1,849
| New | +$260K | 0.05% | 222 |
|
|
2022
Q1 | – | Sell |
-1,495
| Closed | -$200K | – | 308 |
|
|
2021
Q4 | $200K | Buy |
+1,495
| New | +$200K | 0.03% | 297 |
|
|
2021
Q3 | – | Sell |
-1,557
| Closed | -$218K | – | 315 |
|
|
2021
Q2 | $218K | Buy |
+1,557
| New | +$218K | 0.03% | 280 |
|
|
2019
Q3 | – | Sell |
-757
| Closed | -$100K | – | 782 |
|
|
2019
Q2 | $100K | Sell |
757
-843
| -53% | -$111K | 0.03% | 208 |
|
|
2019
Q1 | $216K | Buy |
1,600
+1,201
| +301% | +$162K | 0.08% | 123 |
|
|
2018
Q4 | $43K | Sell |
399
-293
| -42% | -$31.6K | 0.02% | 327 |
|
|
2018
Q3 | $100K | Sell |
692
-159
| -19% | -$23K | 0.03% | 199 |
|
|
2018
Q2 | $114K | Sell |
851
-91
| -10% | -$12.2K | 0.05% | 187 |
|
|
2018
Q1 | $138K | Buy |
942
+40
| +4% | +$5.86K | 0.04% | 166 |
|
|
2017
Q4 | $132K | Buy |
902
+79
| +10% | +$11.6K | 0.04% | 170 |
|
|
2017
Q3 | $114K | Buy |
823
+28
| +4% | +$3.88K | 0.05% | 225 |
|
|
2017
Q2 | $110K | Sell |
795
-208
| -21% | -$28.8K | 0.05% | 233 |
|
|
2017
Q1 | $146K | Buy |
1,003
+461
| +85% | +$67.1K | 0.06% | 194 |
|
|
2016
Q4 | $86K | Buy |
542
+22
| +4% | +$3.49K | 0.04% | 195 |
|
|
2016
Q3 | $79K | Hold |
520
| – | – | 0.05% | 199 |
|
|
2016
Q2 | $80K | Buy |
520
+335
| +181% | +$51.5K | 0.05% | 200 |
|
|
2016
Q1 | $27K | Buy |
185
+16
| +9% | +$2.34K | 0.02% | 298 |
|
|
2015
Q4 | $22K | Buy |
+169
| New | +$22K | 0.02% | 182 |
|