SimplyRich’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Hold	4,942	–	–	0.41%	63
2025 Q1	$1.23M	Buy	4,942 +1	+0%	+$248	0.36%	71
2024 Q4	$1.09M	Buy	4,941 +108	+2%	+$23.7K	0.31%	78
2024 Q3	$1.07M	Buy	4,833 +1,016	+27%	+$225K	0.3%	82
2024 Q2	$660K	Buy	3,817 +698	+22%	+$121K	0.21%	95
2024 Q1	$596K	Buy	3,119 +37	+1%	+$7.07K	0.19%	106
2023 Q4	$504K	Buy	3,082 +39	+1%	+$6.38K	0.17%	111
2023 Q3	$426K	Hold	3,043	–	–	0.21%	101
2023 Q2	$407K	Buy	3,043 +5	+0.2%	+$669	0.15%	126
2023 Q1	$398K	Hold	3,038	–	–	0.15%	122
2022 Q4	$428K	Buy	3,038 +4	+0.1%	+$564	0.17%	121
2022 Q3	$360K	Buy	3,034 +12	+0.4%	+$1.42K	0.16%	113
2022 Q2	$426K	Hold	3,022	–	–	0.18%	111
2022 Q1	$392K	Buy	3,022 +230	+8%	+$29.8K	0.14%	126
2021 Q4	$373K	Hold	2,792	–	–	0.12%	131
2021 Q3	$387K	Hold	2,792	–	–	0.14%	125
2021 Q2	$409K	Hold	2,792	–	–	0.19%	111
2021 Q1	$372K	Hold	2,792	–	–	0.15%	124
2020 Q4	$351K	Hold	2,792	–	–	0.16%	114
2020 Q3	$340K	Hold	2,792	–	–	0.17%	116
2020 Q2	$334K	Hold	2,792	–	–	0.18%	109
2020 Q1	$315K	Hold	2,792	–	–	0.21%	96
2019 Q4	$371K	Hold	2,792	–	–	0.19%	120
2019 Q3	$400K	Hold	2,792	–	–	0.22%	112
2019 Q2	$385K	Buy	+2,792	New	+$385K	0.21%	115
2018 Q4	–	Sell	-3,092	Closed	-$468K	–	106
2018 Q3	$468K	Hold	3,092	–	–	0.26%	113
2018 Q2	$432K	Sell	3,092 -298	-9%	-$41.6K	0.25%	114
2018 Q1	$520K	Sell	3,390 -89	-3%	-$13.7K	0.29%	108
2017 Q4	$534K	Buy	+3,479	New	+$534K	0.3%	113