RFS
Richardson Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
1,235
+145
| +13% | +$42.2K | 0.24% | 106 |
|
|
2025
Q1 | $271K | Hold |
1,090
| – | – | 0.21% | 123 |
|
|
2024
Q4 | $240K | Sell |
1,090
-70
| -6% | -$15.4K | 0.17% | 125 |
|
|
2024
Q3 | $201K | Hold |
1,160
| – | – | 0.13% | 148 |
|
|
2024
Q2 | $201K | Sell |
1,160
-215
| -16% | -$37.2K | 0.14% | 138 |
|
|
2024
Q1 | $263K | Buy |
1,375
+60
| +5% | +$11.5K | 0.19% | 122 |
|
|
2023
Q4 | $215K | Buy |
+1,315
| New | +$215K | 0.19% | 123 |
|