Shepherd Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Hold |
1,062
| – | – | 0.03% | 194 |
|
|
2025
Q1 | $264K | Buy |
1,062
+115
| +12% | +$28.6K | 0.03% | 204 |
|
|
2024
Q4 | $208K | Buy |
+947
| New | +$208K | 0.02% | 212 |
|
|
2018
Q2 | – | Sell |
-1,480
| Closed | -$217K | – | 132 |
|
|
2018
Q1 | $217K | Hold |
1,480
| – | – | 0.05% | 110 |
|
|
2017
Q4 | $217K | Hold |
1,480
| – | – | 0.05% | 106 |
|
|
2017
Q3 | $210K | Hold |
1,480
| – | – | 0.05% | 108 |
|
|
2017
Q2 | $217K | Sell |
1,480
-14
| -0.9% | -$2.05K | 0.05% | 105 |
|
|
2017
Q1 | $248K | Sell |
1,494
-378
| -20% | -$62.7K | 0.06% | 100 |
|
|
2016
Q4 | $299K | Buy |
+1,872
| New | +$299K | 0.08% | 93 |
|