Rise 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 | $549K | Buy |
1,861
+29
| +2% | +$8.55K | 0.22% | 43 |
|
|
2025
Q1 | $456K | Buy |
1,832
+90
| +5% | +$22.4K | 0.2% | 44 |
|
|
2024
Q4 | $383K | Sell |
1,742
-32
| -2% | -$7.03K | 0.18% | 56 |
|
|
2024
Q3 | $392K | Buy |
1,774
+22
| +1% | +$4.86K | 0.19% | 55 |
|
|
2024
Q2 | $303K | Buy |
1,752
+249
| +17% | +$43.1K | 0.16% | 64 |
|
|
2024
Q1 | $287K | Buy |
1,503
+476
| +46% | +$90.9K | 0.15% | 66 |
|
|
2023
Q4 | $168K | Sell |
1,027
-40
| -4% | -$6.54K | 0.12% | 76 |
|
|
2023
Q3 | $150K | Buy |
1,067
+15
| +1% | +$2.11K | 0.12% | 74 |
|
|
2023
Q2 | $141K | Sell |
1,052
-129
| -11% | -$17.3K | 0.11% | 83 |
|
|
2023
Q1 | $155K | Sell |
1,181
-14
| -1% | -$1.84K | 0.12% | 78 |
|
|
2022
Q4 | $168K | Buy |
1,195
+1
| +0.1% | +$141 | 0.14% | 71 |
|
|
2022
Q3 | $142K | Buy |
1,194
+406
| +52% | +$48.3K | 0.12% | 74 |
|
|
2022
Q2 | $111K | Sell |
788
-50
| -6% | -$7.04K | 0.11% | 86 |
|
|
2022
Q1 | $109K | Sell |
838
-12
| -1% | -$1.56K | 0.1% | 93 |
|
|
2021
Q4 | $114K | Buy |
+850
| New | +$114K | 0.11% | 91 |
|