Retirement Investment 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 | $1.11M | Hold |
3,750
| – | – | 0.1% | 29 |
|
|
2025
Q1 | $932K | Hold |
3,750
| – | – | 0.09% | 30 |
|
|
2024
Q4 | $824K | Buy |
3,750
+1,110
| +42% | +$244K | 0.09% | 31 |
|
|
2024
Q3 | $584K | Buy |
2,640
+528
| +25% | +$117K | 0.06% | 35 |
|
|
2024
Q2 | $365K | Buy |
+2,112
| New | +$365K | 0.04% | 38 |
|
|
2023
Q4 | $345K | Sell |
2,112
-2,108
| -50% | -$345K | 0.05% | 43 |
|
|
2023
Q3 | $592K | Hold |
4,220
| – | – | 0.05% | 35 |
|
|
2023
Q2 | $565K | Buy |
4,220
+200
| +5% | +$26.8K | 0.07% | 38 |
|
|
2023
Q1 | $527K | Buy |
4,020
+1,910
| +91% | +$250K | 0.09% | 40 |
|
|
2022
Q4 | $297K | Buy |
+2,110
| New | +$297K | 0.19% | 39 |
|