Secured Retirement 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 | $2.37M | Buy |
8,034
+2,531
| +46% | +$746K | 1.41% | 13 |
|
|
2025
Q1 | $1.37M | Sell |
5,503
-1,173
| -18% | -$292K | 0.88% | 38 |
|
|
2024
Q4 | $1.47M | Buy |
6,676
+5,375
| +413% | +$1.18M | 0.84% | 45 |
|
|
2024
Q3 | $288K | Buy |
1,301
+41
| +3% | +$9.06K | 0.21% | 98 |
|
|
2024
Q2 | $218K | Buy |
+1,260
| New | +$218K | 0.17% | 112 |
|