Simplicity Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
13,362
+11,325
| +556% | +$3.34M | 0.16% | 136 |
|
|
2025
Q1 | $507K | Sell |
2,037
-7,978
| -80% | -$1.98M | 0.04% | 338 |
|
|
2024
Q4 | $2.2M | Buy |
10,015
+507
| +5% | +$111K | 0.46% | 38 |
|
|
2024
Q3 | $2.1M | Sell |
9,508
-30,736
| -76% | -$6.79M | 0.19% | 111 |
|
|
2024
Q2 | $6.96M | Sell |
40,244
-1,920
| -5% | -$332K | 0.16% | 134 |
|
|
2024
Q1 | $8.05M | Buy |
+42,164
| New | +$8.05M | 0.19% | 107 |
|