Slocum, Gordon & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
7,510
-1,475
| -16% | -$435K | 1.78% | 19 |
|
|
2025
Q1 | $2.23M | Hold |
8,985
| – | – | 1.66% | 21 |
|
|
2024
Q4 | $1.98M | Hold |
8,985
| – | – | 1.62% | 19 |
|
|
2024
Q3 | $1.99M | Sell |
8,985
-45
| -0.5% | -$9.95K | 0.8% | 26 |
|
|
2024
Q2 | $1.56M | Hold |
9,030
| – | – | 1.16% | 26 |
|
|
2024
Q1 | $1.72M | Sell |
9,030
-85
| -0.9% | -$16.2K | 1.28% | 24 |
|
|
2023
Q4 | $1.49M | Buy |
9,115
+377
| +4% | +$61.7K | 1.31% | 22 |
|
|
2023
Q3 | $1.23M | Hold |
8,738
| – | – | 1.07% | 25 |
|
|
2023
Q2 | $1.17M | Sell |
8,738
-14
| -0.2% | -$1.87K | 0.85% | 25 |
|
|
2023
Q1 | $1.15M | Hold |
8,752
| – | – | 0.95% | 24 |
|
|
2022
Q4 | $1.23M | Buy |
+8,752
| New | +$1.23M | 0.79% | 26 |
|