Retirement Guys Formula’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $477K | Sell |
1,643
-483
| -23% | -$140K | 0.18% | 105 |
|
2025
Q1 | $516K | Buy |
2,126
+995
| +88% | +$242K | 0.26% | 97 |
|
2024
Q4 | $249K | Sell |
1,131
-35
| -3% | -$7.69K | 0.13% | 110 |
|
2024
Q3 | $258K | Sell |
1,166
-63
| -5% | -$13.9K | 0.12% | 106 |
|
2024
Q2 | $213K | Buy |
+1,229
| New | +$213K | 0.1% | 122 |
|