PSI 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 | $562K | Sell |
1,906
-7
| -0.4% | -$2.06K | 0.28% | 48 |
|
|
2025
Q1 | $476K | Sell |
1,913
-61
| -3% | -$15.2K | 0.15% | 73 |
|
|
2024
Q4 | $434K | Buy |
1,974
+23
| +1% | +$5.05K | 0.13% | 86 |
|
|
2024
Q3 | $431K | Sell |
1,951
-59
| -3% | -$13K | 0.13% | 91 |
|
|
2024
Q2 | $348K | Buy |
2,010
+2
| +0.1% | +$346 | 0.11% | 100 |
|
|
2024
Q1 | $383K | Sell |
2,008
-25
| -1% | -$4.77K | 0.14% | 91 |
|
|
2023
Q4 | $332K | Buy |
2,033
+164
| +9% | +$26.8K | 0.12% | 97 |
|
|
2023
Q3 | $262K | Buy |
1,869
+1
| +0.1% | +$140 | 0.11% | 107 |
|
|
2023
Q2 | $250K | Buy |
1,868
+214
| +13% | +$28.6K | 0.11% | 105 |
|
|
2023
Q1 | $217K | Buy |
1,654
+628
| +61% | +$82.3K | 0.1% | 107 |
|
|
2022
Q4 | $145K | Sell |
1,026
-150
| -13% | -$21.1K | 0.08% | 128 |
|
|
2022
Q3 | $140K | Buy |
1,176
+418
| +55% | +$49.8K | 0.07% | 138 |
|
|
2022
Q2 | $107K | Buy |
758
+147
| +24% | +$20.8K | 0.05% | 169 |
|
|
2022
Q1 | $79K | Sell |
611
-291
| -32% | -$37.6K | 0.03% | 218 |
|
|
2021
Q4 | $121K | Sell |
902
-37
| -4% | -$4.96K | 0.05% | 182 |
|
|
2021
Q3 | $125K | Buy |
+939
| New | +$125K | 0.06% | 177 |
|
|
2020
Q1 | – | Sell |
-310
| Closed | -$39K | – | 311 |
|
|
2019
Q4 | $39K | Buy |
+310
| New | +$39K | 0.03% | 288 |
|