Searcy Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
1,148
| – | – | 0.14% | 21 |
|
|
2025
Q1 | $285K | Hold |
1,148
| – | – | 0.12% | 21 |
|
|
2024
Q4 | $252K | Hold |
1,148
| – | – | 0.12% | 23 |
|
|
2024
Q3 | $254K | Buy |
+1,148
| New | +$254K | 0.12% | 23 |
|
|
2024
Q2 | – | Sell |
-1,148
| Closed | -$219K | – | 26 |
|
|
2024
Q1 | $219K | Buy |
+1,148
| New | +$219K | 0.11% | 24 |
|