Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$354K Sell
1,462
-142
-9% -$38.4K 0.07% 61
2025
Q4
$475K Sell
1,604
-60
-4% -$18K 0.09% 53
2025
Q3
$470K Buy
1,664
+9
+0.5% +$2.36K 0.1% 54
2025
Q2
$488K Hold
1,655
0.11% 53
2025
Q1
$412K Hold
1,655
0.1% 57
2024
Q4
$364K Buy
+1,655
New +$369K 0.08% 58
2024
Q2
Sell
-1,539
Closed -$294K 46
2024
Q1
$294K Buy
1,539
+282
+22% +$51.4K 0.07% 61
2023
Q4
$206K Buy
+1,257
New +$190K 0.05% 71
2023
Q1
Sell
-4,608
Closed -$649K 164
2022
Q4
$649K Buy
+4,608
New +$636K 0.16% 57
2021
Q3
Sell
-1,437
Closed -$201K 48
2021
Q2
$201K Buy
+1,437
New +$197K 0.07% 75

Other funds holding IBM