Schubert & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
977
+14
| +1% | +$4.13K | 0.2% | 57 |
|
|
2025
Q1 | $239K | Buy |
+963
| New | +$239K | 0.16% | 57 |
|
|
2023
Q2 | – | Sell |
-1,318
| Closed | -$173K | – | 724 |
|
|
2023
Q1 | $173K | Sell |
1,318
-307
| -19% | -$40.2K | 0.15% | 36 |
|
|
2022
Q4 | $229K | Sell |
1,625
-138
| -8% | -$19.4K | 0.21% | 29 |
|
|
2022
Q3 | $209K | Sell |
1,763
-2
| -0.1% | -$237 | 0.2% | 30 |
|
|
2022
Q2 | $249K | Buy |
1,765
+72
| +4% | +$10.2K | 0.23% | 23 |
|
|
2022
Q1 | $220K | Buy |
1,693
+84
| +5% | +$10.9K | 0.24% | 21 |
|
|
2021
Q4 | $215K | Buy |
+1,609
| New | +$215K | 0.22% | 25 |
|