Roth Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Hold |
3,200
| – | – | 0.34% | 17 |
|
|
2025
Q1 | $796K | Hold |
3,200
| – | – | 0.31% | 18 |
|
|
2024
Q4 | $703K | Hold |
3,200
| – | – | 0.28% | 17 |
|
|
2024
Q3 | $707K | Sell |
3,200
-30
| -0.9% | -$6.63K | 0.28% | 17 |
|
|
2024
Q2 | $559K | Buy |
3,230
+30
| +0.9% | +$5.19K | 0.24% | 19 |
|
|
2024
Q1 | $611K | Sell |
3,200
-2,234
| -41% | -$427K | 0.27% | 17 |
|
|
2023
Q4 | $889K | Buy |
5,434
+1,683
| +45% | +$275K | 0.46% | 15 |
|
|
2023
Q3 | $526K | Sell |
3,751
-101
| -3% | -$14.2K | 0.33% | 16 |
|
|
2023
Q2 | $515K | Hold |
3,852
| – | – | 0.32% | 14 |
|
|
2023
Q1 | $505K | Hold |
3,852
| – | – | 0.34% | 16 |
|
|
2022
Q4 | $543K | Hold |
3,852
| – | – | 0.39% | 14 |
|
|
2022
Q3 | $458K | Hold |
3,852
| – | – | 0.37% | 15 |
|
|
2022
Q2 | $544K | Hold |
3,852
| – | – | 0.43% | 16 |
|
|
2022
Q1 | $501K | Hold |
3,852
| – | – | 0.36% | 15 |
|
|
2021
Q4 | $515K | Sell |
3,852
-177
| -4% | -$23.7K | 0.37% | 14 |
|
|
2021
Q3 | $535K | Hold |
4,029
| – | – | 0.42% | 13 |
|
|
2021
Q2 | $565K | Hold |
4,029
| – | – | 0.44% | 13 |
|
|
2021
Q1 | $513K | Hold |
4,029
| – | – | 0.42% | 13 |
|
|
2020
Q4 | $485K | Buy |
+4,029
| New | +$485K | 0.48% | 12 |
|