ROI Financial 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 | $3.37M | Buy |
11,447
+1,135
| +11% | +$335K | 2.15% | 16 |
|
|
2025
Q1 | $2.56M | Buy |
10,312
+993
| +11% | +$247K | 1.86% | 18 |
|
|
2024
Q4 | $2.05M | Buy |
9,319
+957
| +11% | +$210K | 1.4% | 19 |
|
|
2024
Q3 | $1.85M | Buy |
8,362
+1,553
| +23% | +$343K | 1.28% | 21 |
|
|
2024
Q2 | $1.18M | Buy |
6,809
+546
| +9% | +$94.4K | 0.85% | 28 |
|
|
2024
Q1 | $1.2M | Buy |
6,263
+38
| +0.6% | +$7.26K | 0.94% | 28 |
|
|
2023
Q4 | $1.02M | Buy |
+6,225
| New | +$1.02M | 0.84% | 34 |
|