Semmax 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 | $242K | Sell |
991
-2
| -0.2% | -$488 | 0.06% | 130 |
|
|
2025
Q1 | $247K | Buy |
993
+3
| +0.3% | +$747 | 0.07% | 122 |
|
|
2024
Q4 | $258K | Sell |
990
-29
| -3% | -$7.57K | 0.07% | 118 |
|
|
2024
Q3 | $217K | Buy |
1,019
+1
| +0.1% | +$212 | 0.06% | 117 |
|
|
2024
Q2 | $196K | Buy |
1,018
+1
| +0.1% | +$193 | 0.06% | 119 |
|
|
2024
Q1 | $172K | Buy |
1,017
+1
| +0.1% | +$169 | 0.06% | 120 |
|
|
2023
Q4 | $188K | Buy |
1,016
+5
| +0.5% | +$927 | 0.07% | 108 |
|
|
2023
Q3 | $151K | Buy |
+1,011
| New | +$151K | 0.06% | 100 |
|
|
2022
Q4 | $142K | Buy |
980
+1
| +0.1% | +$145 | 0.06% | 92 |
|
|
2022
Q3 | $135K | Buy |
979
+1
| +0.1% | +$138 | 0.06% | 92 |
|
|
2022
Q2 | $130K | Hold |
978
| – | – | 0.05% | 96 |
|
|
2022
Q1 | $127K | Buy |
978
+1
| +0.1% | +$130 | 0.05% | 109 |
|
|
2021
Q4 | $131K | Sell |
977
-31
| -3% | -$4.16K | 0.05% | 109 |
|
|
2021
Q3 | $134K | Sell |
1,008
-31
| -3% | -$4.12K | 0.05% | 107 |
|
|
2021
Q2 | $146K | Buy |
1,039
+32
| +3% | +$4.5K | 0.05% | 110 |
|
|
2021
Q1 | $128K | Buy |
1,007
+1
| +0.1% | +$127 | 0.05% | 107 |
|
|
2020
Q4 | $121K | Sell |
1,006
-24
| -2% | -$2.89K | 0.05% | 107 |
|
|
2020
Q3 | $120K | Sell |
1,030
-1,088
| -51% | -$127K | 0.06% | 100 |
|
|
2020
Q2 | $245K | Buy |
2,118
+4
| +0.2% | +$463 | 0.13% | 88 |
|
|
2020
Q1 | $224K | Buy |
2,114
+258
| +14% | +$27.3K | 0.14% | 88 |
|
|
2019
Q4 | $238K | Sell |
1,856
-144
| -7% | -$18.5K | 0.13% | 84 |
|
|
2019
Q3 | $278K | Buy |
2,000
+144
| +8% | +$20K | 0.17% | 80 |
|
|
2019
Q2 | $245K | Sell |
1,856
-4,656
| -71% | -$615K | 0.16% | 81 |
|
|
2019
Q1 | $878K | Buy |
6,512
+3,847
| +144% | +$519K | 0.61% | 42 |
|
|
2018
Q4 | $290K | Buy |
+2,665
| New | +$290K | 0.23% | 90 |
|