Resurgent 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 | $585K | Buy |
+1,985
| New | +$585K | 0.32% | 91 |
|
|
2024
Q1 | – | Sell |
-164
| Closed | -$26.8K | – | 316 |
|
|
2023
Q4 | $26.8K | Sell |
164
-218
| -57% | -$35.7K | 0.02% | 441 |
|
|
2023
Q3 | $53.6K | Sell |
382
-60
| -14% | -$8.42K | 0.04% | 310 |
|
|
2023
Q2 | $59.1K | Buy |
442
+73
| +20% | +$9.77K | 0.04% | 308 |
|
|
2023
Q1 | $48.4K | Sell |
369
-229
| -38% | -$30K | 0.03% | 332 |
|
|
2022
Q4 | $84.3K | Buy |
+598
| New | +$84.3K | 0.04% | 328 |
|