Red Tortoise LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.7K | Buy |
230
+4
| +2% | +$1.18K | 0.03% | 109 |
|
|
2025
Q1 | $56.1K | Buy |
226
+11
| +5% | +$2.73K | 0.03% | 106 |
|
|
2024
Q4 | $47.2K | Buy |
215
+12
| +6% | +$2.63K | 0.02% | 118 |
|
|
2024
Q3 | $45K | Buy |
203
+1
| +0.5% | +$222 | 0.02% | 120 |
|
|
2024
Q2 | $35K | Sell |
202
-10
| -5% | -$1.73K | 0.02% | 125 |
|
|
2024
Q1 | $40.6K | Buy |
212
+13
| +7% | +$2.49K | 0.02% | 115 |
|
|
2023
Q4 | $32.6K | Buy |
199
+2
| +1% | +$327 | 0.02% | 110 |
|
|
2023
Q3 | $27.7K | Buy |
197
+1
| +0.5% | +$141 | 0.02% | 114 |
|
|
2023
Q2 | $26.2K | Buy |
196
+2
| +1% | +$267 | 0.02% | 118 |
|
|
2023
Q1 | $25.4K | Buy |
194
+2
| +1% | +$262 | 0.02% | 121 |
|
|
2022
Q4 | $27K | Buy |
+192
| New | +$27K | 0.02% | 153 |
|
|
2021
Q4 | – | Sell |
-199
| Closed | -$23K | – | 294 |
|
|
2021
Q3 | $23K | Buy |
+199
| New | +$23K | 0.02% | 153 |
|