Seven Mile Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
1,785
+104
| +6% | +$30.7K | 0.32% | 59 |
|
|
2025
Q1 | $418K | Buy |
1,681
+114
| +7% | +$28.3K | 0.28% | 74 |
|
|
2024
Q4 | $344K | Buy |
1,567
+649
| +71% | +$143K | 0.22% | 91 |
|
|
2024
Q3 | $203K | Buy |
+918
| New | +$203K | 0.13% | 157 |
|
|
2024
Q2 | – | Sell |
-1,938
| Closed | -$370K | – | 163 |
|
|
2024
Q1 | $370K | Buy |
1,938
+18
| +0.9% | +$3.44K | 0.28% | 77 |
|
|
2023
Q4 | $314K | Buy |
1,920
+92
| +5% | +$15K | 0.27% | 82 |
|
|
2023
Q3 | $257K | Sell |
1,828
-14
| -0.8% | -$1.97K | 0.27% | 86 |
|
|
2023
Q2 | $247K | Buy |
+1,842
| New | +$247K | 0.29% | 85 |
|