Rebalance’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
3,867
-556
| -13% | -$164K | 0.08% | 57 |
|
|
2025
Q1 | $1.1M | Buy |
4,423
+2,548
| +136% | +$634K | 0.08% | 54 |
|
|
2024
Q4 | $412K | Hold |
1,875
| – | – | 0.03% | 80 |
|
|
2024
Q3 | $415K | Buy |
1,875
+296
| +19% | +$65.4K | 0.03% | 75 |
|
|
2024
Q2 | $273K | Hold |
1,579
| – | – | 0.02% | 81 |
|
|
2024
Q1 | $302K | Hold |
1,579
| – | – | 0.02% | 80 |
|
|
2023
Q4 | $258K | Buy |
+1,579
| New | +$258K | 0.02% | 81 |
|
|
2023
Q1 | – | Sell |
-579
| Closed | -$81.6K | – | 96 |
|
|
2022
Q4 | $81.6K | Buy |
+579
| New | +$81.6K | 0.01% | 96 |
|