Prosperity Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Sell |
2,303
-128
| -5% | -$37.7K | 0.29% | 89 |
|
|
2025
Q1 | $604K | Buy |
2,431
+921
| +61% | +$229K | 0.3% | 85 |
|
|
2024
Q4 | $332K | Buy |
1,510
+25
| +2% | +$5.5K | 0.17% | 114 |
|
|
2024
Q3 | $328K | Sell |
1,485
-39
| -3% | -$8.62K | 0.18% | 105 |
|
|
2024
Q2 | $263K | Sell |
1,524
-100
| -6% | -$17.3K | 0.17% | 112 |
|
|
2024
Q1 | $310K | Buy |
1,624
+10
| +0.6% | +$1.91K | 0.19% | 103 |
|
|
2023
Q4 | $264K | Buy |
+1,614
| New | +$264K | 0.18% | 101 |
|