Souders Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
5,632
+316
| +6% | +$93.2K | 0.21% | 59 |
|
|
2025
Q1 | $1.32M | Sell |
5,316
-104
| -2% | -$25.9K | 0.18% | 76 |
|
|
2024
Q4 | $1.19M | Sell |
5,420
-158
| -3% | -$34.7K | 0.17% | 97 |
|
|
2024
Q3 | $1.23M | Buy |
5,578
+1,186
| +27% | +$262K | 0.17% | 88 |
|
|
2024
Q2 | $760K | Buy |
4,392
+59
| +1% | +$10.2K | 0.11% | 108 |
|
|
2024
Q1 | $827K | Buy |
4,333
+1,041
| +32% | +$199K | 0.13% | 103 |
|
|
2023
Q4 | $538K | Buy |
+3,292
| New | +$538K | 0.09% | 115 |
|