Pure 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 | $1.73M | Buy |
5,865
+1,108
| +23% | +$327K | 0.03% | 165 |
|
|
2025
Q1 | $1.18M | Sell |
4,757
-120
| -2% | -$29.8K | 0.02% | 161 |
|
|
2024
Q4 | $1.07M | Sell |
4,877
-319
| -6% | -$70.1K | 0.02% | 161 |
|
|
2024
Q3 | $1.15M | Buy |
5,196
+252
| +5% | +$55.7K | 0.03% | 146 |
|
|
2024
Q2 | $855K | Buy |
4,944
+809
| +20% | +$140K | 0.02% | 155 |
|
|
2024
Q1 | $790K | Buy |
4,135
+369
| +10% | +$70.5K | 0.02% | 160 |
|
|
2023
Q4 | $616K | Buy |
3,766
+2,280
| +153% | +$373K | 0.02% | 172 |
|
|
2023
Q3 | $208K | Sell |
1,486
-24
| -2% | -$3.37K | 0.01% | 252 |
|
|
2023
Q2 | $202K | Sell |
1,510
-222
| -13% | -$29.7K | 0.01% | 245 |
|
|
2023
Q1 | $227K | Buy |
1,732
+278
| +19% | +$36.5K | 0.01% | 232 |
|
|
2022
Q4 | $205K | Buy |
+1,454
| New | +$205K | 0.01% | 233 |
|