Prosperity Capital 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 | $2.83M | Sell |
9,592
-495
| -5% | -$146K | 0.26% | 63 |
|
|
2025
Q1 | $2.53M | Sell |
10,087
-400
| -4% | -$100K | 0.2% | 82 |
|
|
2024
Q4 | $2.31M | Buy |
10,487
+2,780
| +36% | +$611K | 0.19% | 91 |
|
|
2024
Q3 | $1.7M | Sell |
7,707
-1
| -0% | -$221 | 0.15% | 113 |
|
|
2024
Q2 | $1.33M | Sell |
7,708
-3,405
| -31% | -$589K | 0.15% | 106 |
|
|
2024
Q1 | $2.12M | Buy |
11,113
+5,059
| +84% | +$966K | 0.25% | 68 |
|
|
2023
Q4 | $990K | Sell |
6,054
-137
| -2% | -$22.4K | 0.11% | 103 |
|
|
2023
Q3 | $869K | Buy |
6,191
+3,636
| +142% | +$510K | 0.11% | 99 |
|
|
2023
Q2 | $342K | Sell |
2,555
-135
| -5% | -$18.1K | 0.05% | 179 |
|
|
2023
Q1 | $353K | Buy |
2,690
+5
| +0.2% | +$655 | 0.05% | 153 |
|
|
2022
Q4 | $378K | Buy |
+2,685
| New | +$378K | 0.12% | 118 |
|