RFP Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $369K | Buy |
1,251
+413
| +49% | +$122K | 0.15% | 75 |
|
2025
Q1 | $208K | Buy |
+838
| New | +$208K | 0.08% | 97 |
|
2024
Q3 | – | Sell |
-1,217
| Closed | -$210K | – | 423 |
|
2024
Q2 | $210K | Buy |
1,217
+155
| +15% | +$26.8K | 0.08% | 108 |
|
2024
Q1 | $203K | Sell |
1,062
-171
| -14% | -$32.7K | 0.08% | 90 |
|
2023
Q4 | $202K | Hold |
1,233
| – | – | 0.08% | 91 |
|
2023
Q3 | $173K | Hold |
1,233
| – | – | 0.08% | 97 |
|
2023
Q2 | $165K | Buy |
1,233
+937
| +317% | +$125K | 0.07% | 110 |
|
2023
Q1 | $38.8K | Sell |
296
-775
| -72% | -$102K | 0.04% | 130 |
|
2022
Q4 | $151K | Buy |
+1,071
| New | +$151K | 0.07% | 110 |
|